WorkApps roles and "view as"

Question

I am using a Portfolio WorkApp provisioned via Control Center (SCC). I have established distinct roles, such as "Project Manager" and "Client." These roles have different permission sets for the same project:

* Project Managers see the full Project Plan (Sheet).
* Clients see a filtered "Client View" (Report) that excludes internal tasks and sensitive data.

Is there a way for my Project Managers to "switch" or "toggle" their view to the Client Role during a screen-share session? I would want them to show the clients the exact same view that clients have.

A few specifics:

* The PMs are Project Owners at the sheet level but are not App Admins in the WorkApp.
* The goal is for the PM to show the client exactly what the client will see when they log in, without the PM seeing their own internal-only columns or pages during that portion of the call.

Does anyone have a workaround for this? Assign two roles and have them switch between them? Is there a way to build "Client View" section directly into the PM’s sidebar?

Thanks in advance.

LHosannah · Answer

I appreciate the reply! Not exactly the solution I would like, but very helpful to know that users can't "switch" between roles as admin can.

Thanks again!

Melissa Yamada · Answer

Instead of trying to switch roles inside one WorkApp, you can:Keep your existing WorkApp roles as-is (PM vs Client)Add your PMs as Viewers to the Client report in addition to the project planAlternatively:Just have PMs open the Client View report directly (outside WorkApps).