Rollup Widget Template
Create a rollup widget template
In Manage, select Configuration.
Select Rollup Templates.
Select Create Rollup Widget Template.
Complete the form.
Select Proceed to Review.
Select Save.
Assign a rollup widget template:
In Manage, Select Configuration.
Select Buckets.
Choose the Bucket you would like to add your Rollup Widget.
Select the Pencil Icon.
Select Proceed to Scopes and Roles.
Select the corresponding Rollup Widget Template from the dropdown menu.
Select Proceed to Review.
Select Confirm and Save to complete the process.
Assign a rollup widget to multiple buckets at once:
In Manage, Select Configuration.
Select Buckets.
Select the Upload Buckets to download the CSV Template for bucket upload.
Update your CSV template with one row for every bucket which should have a rollup widget assigned.
Select the Upload button.
Review the field mapping.
Select the Review and Confirm
Select the Confirm and Save.
Edit a Rollup Widget Template
In Manage, Select Configuration.
Select Buckets.
Select the Upload Buckets to download the CSV Template for bucket upload.
Update your CSV template with one row for every bucket which should have a rollup widget assigned.
Select the Upload button.
Review the field mapping.
Select the Review and Confirm
Select the Confirm and Save.