- 08 Jan 2025
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Do Dashboard Workflows apply to Client Account Roles
- Updated on 08 Jan 2025
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Question:
I am trying to add Dashboard Workflows to only some of my account roles. It would be cleaner and easier if I could just create one client account role with those workflows and then attach that client account role to the main account role. Would this work?
Answer:
The Dashboard Workflows and Docks are a special case in that they are treated more like a specific configuration than a normal permission. The parent/child relationship does not impact the dashboard buttons. Having multiple roles also does not impact the dashboard buttons. The buttons are only shown as configured for the role the user is signed in as.
Therefore, the Dashboard Workflows have to be added to the main account role for the individual.