Controlling visibility — pages, sections, actions, messages & guidelines

Not every piece of a room is meant for every participant. Internal notes, sensitive tasks, side-channel chats with one stakeholder — Katalyz gives you separate controls for each kind of element. This article covers all of them in one place.

Pages & sections

Both pages (top-level) and sections (inside a page) have their own independent hide toggle. Hidden content is invisible to Viewers and Buyers.

Hide a page

Two ways:

• From the Navigation tab — hover the page in the tree → three-dot menu → Hide.
• From the page header — at the top of the open page, use the visibility toggle directly to hide it.

The whole page (and all its sections) becomes invisible to buyers.

Hide a section

From the Navigation tab in the left sidebar, hover the section under its parent page → three-dot menu → Hide.

Only that specific section is hidden. The parent page and other sections remain visible.

Seeing hidden pages & sections as an editor

• Hidden pages — still visible to editors (edit mode is the default), with a dedicated "hidden" icon in the page header so you know at a glance it won't be shown to buyers. Also visible in the Navigation tab (the nav tree) when Show hidden items is toggled on.
• Hidden sections — visible in the Navigation tab only when Show hidden items is toggled on.
• In the nav tree, hidden pages and sections appear greyed out so you can tell at a glance what's visible to buyers and what isn't.

Show again

Same menu → Show to toggle visibility back on.

When to use

• Hide a whole page for internal prep, sales playbook, or drafts you're still building.
• Hide a single section for team-only notes inside a buyer-facing page, stage-specific content (e.g. post-signature), or phased reveal.

Actions (steps, tasks, subtasks)

Actions have their own visibility setting. Instead of hide/show, actions control who can see them.

By default, an action is accessible to everyone in the room — indicated by a blue globe icon labelled "Everyone" (or "Accessible to everyone") next to it.

Restrict an action

1. Click the globe icon on the action.
2. A dropdown opens with visibility options.
3. Restrict to a specific team or even specific participants.

Once restricted, the icon switches to a purple lock icon labelled "Restricted" — an at-a-glance signal that the action isn't visible to the whole room.

Only the selected people (plus org members, who always see everything) will see the action.

When to use

Use action visibility when you want to keep the shared action plan intact for everyone but limit a specific item:

• Internal actions inside an otherwise shared action plan (e.g. your own team's prep task sitting next to buyer-facing steps)
• Sensitive content — pricing details, legal review, procurement approval — where only specific participants should see the task

Messages (comments)

Comments and messages are visible to everyone in the room by default. You can narrow a specific message to only its recipients.

Make a message private

1. Start writing in the composer (from the top-bar Comments panel, inside an action, or on the Actions page).
2. Add the people who should see it in the To: row.
3. Click Make private in the composer toolbar. It switches to Private, and a hint confirms the audience — Only {first name}, Only {A} and {B}, Only {A} +{n}.
4. Send.

Once private:

• Only the recipients (plus org members) get the notification.
• Only they can see the message in the panel or on the section it's linked to.
• Everyone else sees nothing.

Privacy is set per message — a single reply can be private inside an otherwise open thread. Hover the toggle to read what it does: "Anyone in the room can see this — click to restrict it to the recipients above" ↔ "Only the recipients above will see this — click to open it to the room."

[SCREENSHOT: Composer with the Private toggle on and the "Only Sarah" hint]

When to use

Side-bar discussions with a specific stakeholder — e.g. asking the buyer's legal contact a private question inside an otherwise open room. See Messages.

Guidelines on actions (org-only callouts)

Inside an action's details (the popup that opens when you click a step, task or subtask), editors can add Guidelines — a callout-style note that is never visible to buyers or any non-org member, no toggle required.

Add a guideline

1. Open the action's details.
2. Click the bulb icon in its header.
3. Write your guideline (context, talking points, internal notes).

When to use

Internal-only notes tied to a specific action — think of them as a permanently-hidden callout that travels with the action (objection handling, talking points, reminders for the rep).

Best practice: use liberally

A well-used room is one where you actively manage what each participant sees. Hidden pages, restricted actions, private messages, and guidelines are your working surface; visible content is the buyer's story.

Related articles

• Adding and reordering pages and sections
• Sharing your first room
• Comments, mentions & threads
• Messages

Updated on: 01/10/2026