Where the Toggle Appears
The same toggle is available on the following record types:| Record type | Where to find the toggle |
|---|---|
| Planner items | Planner item edit dialog, in the footer next to Save |
| Goals | Goal edit dialog, next to the action buttons |
| Compliance items | Compliance check detail dialog footer |
| Custom field definitions | Settings > Custom Fields, in the Visibility column on each row |
| Onboarding template items | Template editor, labeled Visible to client portal |
| Onboarding portal items | Active portal task editor, labeled Visible to client portal |
| Dashboards | Dashboard create/edit dialog, via the Visibility dropdown |
The toggle is only shown to MSP tenant users. Company users never see it.
Default Behavior
All items default to visible to clients. You must explicitly turn on “Hide from company users” for a record to become internal.What Company Users See
When an item is hidden:- It is excluded from every list, search, count, widget, and export that a company user can access
- In the client onboarding portal, the task, document, or phase is filtered out entirely
- Custom field values are not returned for the owning record
Onboarding: Template vs Portal
Onboarding items expose the toggle at two levels:- Template sets the default for any portal launched from that template
- Portal lets you override the template default on a per-portal basis, so the same template can behave differently for different clients
Custom Fields
In Settings > Custom Fields, each field row has a Visibility column. Edit a field to flip the “Hide from company users” toggle. When hidden, company users still see the owning record but not the field itself or its value.Dashboards
Dashboards use a slightly different control, a Visibility dropdown with two options:- Internal and External (clients can see) is the default and shows the dashboard to both MSP and company users
- Internal only (MSP team) hides the dashboard entirely from company users
Use Cases
- Draft compliance checks you are still writing
- Planner items tracking internal MSP discussion about a client
- Goals for MSP team alignment that should not be shared externally
- Onboarding tasks that only your team performs in the background
- Dashboards exposing internal metrics or margin data
- Custom fields storing private notes or MSP-only flags