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Tab Management

Short answer: Tab Management saves your firm’s settings: Screens hidden from investors (one per line), Screens hidden from viewers (one per line). Hidden screens disappear from the menu for that role.

Tab Management saves your firm’s settings: Screens hidden from investors (one per line), Screens hidden from viewers (one per line). Hidden screens disappear from the menu for that role.

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Applies to: firm teams · Section: Settings · Updated 2026-10-14