The visibility settings page governs how records are shared across your organization. It's admin-only.
Tabs on the page
- Defaults — organization-wide defaults (OWD) per entity type: who can see accounts, contacts, opportunities, and so on by default.
- Preview — pick a member, see exactly what they can and can't see across each entity, with the rules that produced that scope.
How visibility works
For each entity, there's a default — public, team-only, or private. Teams refine that default for members of a team. Permissions gate the actions allowed on visible records.
Common tasks
- Tighten an over-shared entity — change the default from public to team-only.
- Use preview to confirm what a real member sees after you make a change. Surprising results usually point to a team membership or permission you didn't account for.
Tips
- Visibility is one of the easiest things to mis-configure. Always check the preview tab after a change rather than trusting the defaults table to tell you the full story.
- If a member can't see a record they should, it's almost always visibility, not permissions. Permissions decide what they can do with what they can see.