To access it, select Units from the left navigation under the Council section.
What You'll See
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.
Searching and Filtering
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.
Customizing Your View
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.
Actions
Each unit row has a three-dot menu (...) on the right side. Selecting it reveals four options:
View Detail – Opens a read-only view of the unit's information.
Edit – Allows you to update the unit's details.
Delete – Deactivates the unit from your council.
View Fundraiser Onboarding – Takes you to the onboarding details for that unit's fundraiser registration.
Creating a New Unit
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.
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.