Panel visibility
Every panel is either Shared or Private. This single setting controls who can see the panel in their panel list and is the first decision you make when creating a new panel.
Shared panels
Shared panels are visible to everyone in your organization. Any user can open a Shared panel from the panel list, view its data, and use its features. Shared panels are ideal for organization-wide programs, department rosters, or any workflow where broad visibility is helpful.
On Shared panels, every organization member has User-level access by default. You can promote specific people to Owner if they need to manage the panel's configuration.
Private panels
Private panels are visible only to users you specifically invite. If you haven't added someone, they won't see the panel in their list at all. Private panels are ideal for research cohorts with protected data, sensitive screening programs, or specialty workflows with restricted access.
On Private panels, no one has access until you explicitly invite them and assign a role.
When to choose each
| Use Shared when... | Use Private when... |
|---|---|
| The entire organization should see the data | Only specific team members should access it |
| Multiple departments contribute to the workflow | The data involves sensitive research protocols |
| You want broad visibility for accountability | You need to comply with data access restrictions |
| You're running an organization-wide program | You're managing a small specialty team |
Changing visibility
You can change a panel's visibility at any time from the panel settings. The behavior differs depending on the direction:
Shared to Private — Existing users retain their access until you explicitly remove them. The panel simply stops appearing for organization members who weren't specifically invited. This means switching to Private doesn't accidentally lock anyone out — you'll need to manually clean up the user list if you want to restrict access.
Private to Shared — The panel becomes visible to everyone in the organization immediately. All existing invited users keep their roles, and everyone else gains default User-level access.
Organization administrator access
Account administrators have special access that bypasses normal panel visibility. Admins can see and manage all panels in the organization — including Private panels they haven't been explicitly invited to. This ensures administrators can always oversee organizational data regardless of how individual panels are configured.