Visibility & Sharing

By Terrance Bortell · Updated May 16, 2026

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Every guide in Compass has a visibility setting that determines who can view it. There are four levels, from most restrictive to most open: Private, Team, Client, and Public. This guide explains what each one means and when to use it.

The Four Visibility Levels

Private

Use Private for drafts you're not ready to share, personal notes, or sensitive content (negotiation notes, private SOPs you don't want even teammates to see).

Team

Use Team for internal SOPs, training material, advisor-only research, supplier notes you don't want clients seeing, anything operational.

Client

Use Client for unlisted content you want to share via direct link — a custom itinerary for one trip, a pricing breakdown for one client, a destination guide you don't want competitors finding via Google.

Public

Use Public for content where discovery is a goal — destination guides for SEO, "free tips" you want to attract new prospects with, or anything you want to show off as evidence of your expertise.

Changing Visibility

In the editor, the visibility setting is in the right-hand panel under Visibility. Pick one, save — the change takes effect immediately. You can change visibility any time without losing the guide's URL or analytics.

Top-right of the editor: click the Share button to copy a link.

Email Gating

You can optionally require viewers to enter an email address before reading a Client or Public guide. This captures leads from anyone who opens your shared guides — useful for lead generation. Email gating is set per-guide in the right-hand panel.

Sitemap & SEO

You can disable sitemap inclusion at the org level in SettingsSitemap if you want to keep your entire public site out of search engines (e.g., during early access).

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