Introduction and Overview

Super Admin users can now control the visibility of tabs (folders) on the Contacts and Accounts pages for users within the current company. This enhancement allows granular control over which folders are visible to specific users, user groups, organizations, or organization groups.

Visibility settings apply at the company level and can be configured individually for each folder.

Accessing Tab Visibility Settings

Contacts Page

1.     Navigate to Connections → Contacts.

2.     Locate the folder (e.g., Mine, Shared, Routed, Active, Inactive, etc.).

3.     Click the Eye (Visibility) icon next to the folder name.

Note: The All folder is the default and does not have hide/show functionality. Other folders include visibility controls.

Accounts Page

1.     Navigate to Connections → Accounts.

2.     Locate the folder (e.g., Mine, Routed, Shared, Anonymous, etc.).

3.     Click the Eye (Visibility) icon next to the folder name.

Note: The Known folder is the default folder on the Accounts page and is always visible to all users.

Visibility Options Available

When clicking the Eye icon, three visibility options are available:

1. Show to All

1. The folder becomes visible to all normal users within the company.

2. Applies to existing and newly created users.

2. Hide to All

1. The folder is hidden from all normal users.

2. The folder remains visible to Super Admin users.

3. Specific

4. The folder is visible only to the selected

1. Individual Users

2. User Groups

3. Organizations

4. Organization Groups

After selecting the desired option, click Save to apply the changes.

Role-Based Visibility Scenarios

1. Individual Users: If visibility is set to specific users, only the selected users can see the folder. Other users cannot view the folder.

2. User Groups: If visibility is assigned to a user group, only members of that group can see the folder. Users outside the group will not see it.

3. Organizations: If visibility is assigned to an organization, only users belonging to that organization can see the folder. Users outside the organization will not have access.

4. Organization Groups: If visibility is assigned to an organization group, users belonging to organizations within that group can see the folder. Others will not have visibility.

Visual Indicators

• Normal Eye Icon: Folder is visible (Show to All).

• Strikethrough Eye Icon: Folder is hidden (Hide to All).

• Yellow Eye Icon: Folder visibility is set to Specific users/groups.

Hovering over the icon displays a tooltip: "Click here to set the visibility"

Consistency Across Contacts and Accounts Pages

The hide/show functionality works identically on both the Contacts Page and Accounts Page. The only difference is the default folder:

• Contacts: All (default, always visible)

• Accounts: Known (default, always visible)

All other folders support visibility configuration.

Key Considerations

• Visibility changes apply only within the current company.

• Super Admin users can always see all folders regardless of settings.

• Other Super Admins in the same company can modify folder visibility settings.

• Changes reflect immediately after refreshing the page.

• If "Specific" is selected without choosing at least one entity, the system prevents saving and displays a validation message.

Key Benefits

• Provides granular control over folder visibility on the Contacts and Accounts pages.

• Enables role-based access to specific folders based on user, group, or organization criteria.

• Simplifies user interfaces by hiding irrelevant folders for specific user roles.

• Maintains Super Admin access regardless of visibility settings.

• Clear visual indicators help administrators quickly identify folder visibility status.

• Supports structured access control to ensure users view only relevant data.

The tab visibility control feature enables Super Admins to manage folder access on the Contacts and Accounts pages with precision.
By configuring visibility for all users, selected users, user groups, organizations, or organization groups, companies can maintain structured
access control and ensure users view only relevant data within the platform. With consistent functionality across both pages and clear
visual indicators, administrators can efficiently manage folder visibility to meet their organization's governance requirements.