Roll-Up Pages

The roll-up page gives users within the parent profile a high-level view of their account. With this view, you are able to see:

  • The parent org at the top of the list and each “child” or “sub profile” below
  • Their geographic locations
  • The date it was created
  • How many public events they have
  • The total attendees for those events
  • The revenue broken down by each child profile
  • The year to date total revenue of all orgs

Within this view you also have the ability to:

  • Edit a sub profile org page
  • Create new sub profile
  • Create new Team members and manage Existing team members for each org

The image below shows an example Roll Up view with all the orgs:

screen-shot-2017-03-13-at-12-47-46-pm

Related Articles