Rollup¶
The Rollup applet helps managers and supervisors oversee their branches and partner accounts from one place.
Access¶
| Login required | Yes — Service Account (SA) with Rollup access |
| Applet slug | rollup |
What it's for¶
Managers and supervisors who oversee more than one branch or team account.
What you can do¶
Think of it as a map of your organization. You start at your account and can open “folders” for child branches or partners underneath you.
At each level you see summary counts—for example:
- Sub-accounts
- Customers
- Orders (including open orders)
- Sales leads
You can dig into lists of customers, orders, or leads, or open the full Customers or Orders tools for that area.
In short¶
Oversee your branches and teams from one place—not for everyday swap-station or rider work.