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).
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.
How to access custom visibility rule settings
- Click App Library in the sidebar, then click Edit next to the app you want to set visibility rules for to access the app’s settings page.
- Scroll to the bottom of the app’s settings page and click Edit under App Visibility.
- A modal appears allowing you to configure visibility rules. You can select Visible to everyone, Visible to no clients, or Custom visibility.
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 Clients, Companies, and a list of your client and company custom fields.
Only client and company Tags custom fields are configurable for custom visibility rules. Other custom field types will not be displayed here.
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. 
