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Role Hierarchy Requirements for Templated Wave Apps

Knowledge Article Number 000240545

Wave Role Usage

Templated Wave Apps generally include Role and Role structure of Users in the Owner details for records. In Sales Wave, this determines several aspects of the included dashboards such as team structure and roll-ups. If row-level security is enabled, Roles are used to control visibility. Other Templated Apps use Roles in similar ways.


  • Role Hierarchy must have at least two levels.
  • Users must be assigned a Role.
  • Each level in the hierarchy must have at least one User assigned.


Not meeting these requirements will cause the dataflow to fail.


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