Who can access
Depending on your RollWorks subscription package, you may see fewer options in the RollWorks navigation sidebar. For example, if you don't have a paid RollWorks package active, you will not see 'Playbooks' or 'Account Lists' as part of your RollWorks account navigation.
To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.
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Navigating the RollWorks UI
The table below will help you find your way around your RollWorks account. Depending on your RollWorks package, you may see fewer options in your own RollWorks account. The features flagged with a lock icon π in this article are only available to customers with a RollWorks subscription.
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Account Insights
UI Sections | Help Center Sections |
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Insights π
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Audiences
UI Sections | Help Center Sections |
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Advertising
UI Sections | Help Center Sections |
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Sales Automation
UI Sections | Help Center Sections |
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Sales AutomationπΒ
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Integrations
UI Sections | Help Center Sections |
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Settings
UI Sections | Help Center Sections |
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Help & Support
UI Sections | Help Center Sections |
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FAQ
How do I keep the navigation sidebar open?
If youβre using a wide enough browser window, you will have the option of keeping the navigation bar open or collapsing it for more space.
- Click the icon in the upper right corner of the navigation to toggle between collapsed and expanded modes.
- If the icon does not appear, that means your browser or device window is not wide enough. The navigation will always be in collapsed mode for small window sizes.
Will the URLs that Iβve saved/bookmarked to access my favorite RollWorks account sections work?
The new RollWorks UI navigation is compatible with all existing URLs. That means that any links youβve saved will continue to work.
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2022 UI Navigation Changes
In January 2022, we introduced a new UI navigation to make it easier for you to get around the RollWorks platform and quickly find what you are looking for. We have made design changes to the UI navigation as well as renamed and reorganized some sections. No functionality has changed with the new UI navigation - only how you access that functionality.