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