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Admin - How to Edit a Rollup Widget Template

Here we'll explain now to edit a Rollup Widget Template and/or remove its association with a Bucket

Evan Wright avatar
Written by Evan Wright
Updated over a year ago

As a district administrator you have access to a section called 'Configuration' where you are able to adjust Manage's settings.

Edit a Rollup Widget Template

Once you have created a Rollup Widget Template, it may be necessary to edit the information originally created/selected. To update your Rollup Widget Template, select Rollup Widget Templates under the Configuration menu and click on the edit icon next to the template you wish to update.

You can now edit the Name or selected Segment. Once updated, select "Proceed to Review".

Once reviewed, select “Save and Confirm” to complete the process. You are now ready to review your updated Rollup Widget under the paired Bucket!

Disassociate a Rollup Widget Template from a Bucket

Need to remove a Rollup Widget from its associated Bucket? Simply select the Buckets option located under Configuration, find the Bucket with the paired Rollup Widget you would like to remove, and select the Edit icon next to that Bucket.

Once in edit mode, select "Proceed to Scopes and Roles" to move to the next screen

Scroll down until you see the Rollup Widget Template drop down. You can either select a new Template to pair with the Bucket or remove any Rollup Widget Template association by selecting the "-" and clicking "Proceed to Review".

Once reviewed, select "Save and Confirm" to complete the dissociation. Your Rollup Widget Template will no longer show under the Bucket.

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