To access it, select Units from the main navigation menu under the Council section. Both Council and District leaders have access to the page and the functions listed here.

The units list displays each unit by Name, Unit Type, District Name, and Primary Contact. You can sort by any column using the arrows in the column headers.

Note that if a dash is shown in the Primary Contact column, that unit does not have a primary contact set.

Use the Search units bar to quickly locate a unit by name. You can also filter the list by district using the District dropdown, which defaults to "All districts." Select a specific district from the dropdown to narrow the list to units within that area only.

The View button in the upper right corner of the list lets you choose which columns are displayed in the units list. For the Units page, there are four column options: Name, Unit Type, District Name, and Primary Contact.

Each unit row has a three-dot menu (...) on the right side. Selecting it reveals five options:

When you select Go to Leader Portal, you are seeing exactly what a unit leader for that unit sees. This replaces the impersonation function of the past.

To return to Council, click Go back to Council Portal at the bottom of the left navigation menu.

To add a unit, select the + Create Unit button in the upper-right corner of the page. You will be prompted to enter the unit's details, including its district, name, type, etc.

To archive a unit, select Delete from the Actions menu. Despite the label, this does not permanently delete the unit, it archives it. You can view previously archived units at any time by toggling Show Archived at the top of the page. If you need to reactivate an archived unit, please start a chat with our support team.

Our system does not support a true "merge" function. If two units are merging, the recommended approach is to rename one unit to reflect the merged identity and archive the other. Keep in mind that historical data stays associated with the unit it was originally tied to, so some information will remain on the archived unit rather than transferring over.

Note: Changes to a unit may affect data and reporting associated with that unit. If you are unsure, reach out to your Trail's End Sales Manager before proceeding.