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 default to visible to everyone who can see the page/section/action they live on. You can narrow a specific comment to only the people you mention.

Restrict a comment to mentioned people

1. Start drafting a comment.
2. @mention one or more users (@name).
3. A checkbox appears in the comment input — "Visible only to mentioned people".
4. Check it and post.

Once checked:

• Only the mentioned users (plus org members) get the email notification.
• Only they can see the comment in the room.
• Everyone else sees nothing on that widget/action.

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.

Guidelines on actions (org-only callouts)

Inside an action details sidepanel, 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 details sidepanel.
2. Click the bulb icon in the sidepanel 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, mentioned-only comments, 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

Updated on: 18/06/2026