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With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with the custom field plan = premium to schedule time with you (access to the Calendly app) and message you (access to the Messages app). Custom visibility works the same way for every app in your portal — Classic apps like Messages and Files, apps you build with the app builder, and embeds. It controls client access only. Whether an app appears in your own team’s sidebar is a separate setting on the app itself. You can configure which clients can see an app by selecting clients and companies directly, or you can use custom field rules. Since custom fields are supported on Zapier, Make, and our API, you can change custom app visibility via automations. For example, you could set up a workflow in Zapier where the custom field plan is updated from standard to premium only after a particular contract is signed.

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How to access custom visibility rule settings

There are two routes to the same setting. From the App Library, any time:
  1. Click App Library in the sidebar, click the menu button (…) next to the app you want to set visibility rules for, then click Edit to access the app’s settings page.
  2. Scroll to the bottom of the app’s settings page and click Edit under App Visibility.
Before publishing an app you built:
  1. Click Publish in the top right of the app builder.
  2. Click Edit in the popover to open the icon, title, and visibility controls.
Either way you get the same three choices: Visible to all people, Hidden from all people, or Custom visibility. See Launching apps for the publish flow.

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Custom visibility rule options

If you select Custom visibility, you can configure granular controls for which clients can access the app. The Show if dropdown displays Contacts, Companies, and a list of your contact and company custom fields.
Only contact and company Tags custom fields are configurable for custom visibility rules. Other custom field types will not be displayed here.

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Add an OR rule

You can add additional OR rules for custom visibility, which allows for additional configuration. For example, you can set up a rule where a Tags field includes “Tier 1” or a Company includes “Company A”. This grants access to all clients with the “Tier 1” tag, as well as all clients belonging to “Company A”, regardless of the tags for clients in that company.