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MSPortal separates your MSP team from your client contacts (company users). Most records are visible to both. Use the controls on this page to keep internal records away from company users. This page is for MSP staff who can edit the record or setting.

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Before you start

  • You need edit access to the record or setting you are changing.
  • Company users never see these controls. Only MSP staff do.
  • New records are visible to company users by default. Hiding is always an explicit choice.
  • Hiding a record does not change what a company user’s role allows. Roles control modules and actions. Visibility controls individual records.
  • Hiding a sidebar item only changes navigation. See Customize the sidebar.

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Choose the right control

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Hide a Planner item, goal, or compliance check

1

Open the record

Open the Planner item, goal, or compliance check in its edit dialog. Confirm the company and that you can edit it.
2

Turn on Hide from company users

Check Hide from company users. It sits in the dialog footer, next to the save controls. If the checkbox is missing or disabled, the view is read-only or historical.
3

Save

Click the dialog’s save button. Checking the box only stages the change.
4

Confirm it saved

Reopen the record and check that Hide from company users is still on.
Hidden records disappear from every list, count, widget, and export that company users can reach. MSP staff still see them. To show the record again, clear Hide from company users and save.

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Hide a custom field

1

Open the field

Go to Settings > Customization > Fields and edit the field definition. See Custom fields.
2

Turn on Hide from company users

Check Hide from company users.
3

Save the field

Save the definition.
Company users still see the company, device, or other record that owns the field. They do not see the field or its value.

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Hide a dashboard

1

Open the dashboard

Go to Settings > Dashboards and create or edit the dashboard. See Dashboard settings.
2

Choose Visibility

In Visibility, choose Internal (MSP Team) to hide it from company users. Both shows it to MSP staff and company users.
3

Save

Save the dashboard.

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Hide onboarding items from clients

1

Open the template

Go to Settings > Client Onboarding and open the onboarding template. This page appears only when client onboarding is enabled for your organization.
2

Set the task visibility

On a task, use the Visibility switch. Client shows it in the client portal. Internal keeps it with your team.
3

Set a documentation page visibility

For documentation pages, use the Visible to client portal switch.
A template sets the starting values for portals launched from it. Existing portals keep their own settings, so open the active portal to change a task that is already live. Hidden tasks show an internal-only marker in the portal.

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Before you share

A visibility change cannot recall a file someone already downloaded or information already sent outside the portal. After you hide something, check it from a company user’s point of view. Use your approved client-review or impersonation process, because an MSP view has different access.

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Troubleshooting

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Frequently asked questions

No. Sidebar preferences change navigation. Use role permissions and record visibility.
No. In the Planner, goal, and compliance dialogs it is part of the form. Save the record, then reopen it to check.
No. Only the field and its value are hidden.
Yes. Hidden items appear normally to your MSP team.