Managing Units | BRIDGE ONE User Guides

Only visible to Organization Admins. The gear icon that opens Settings only appears on the main nav for organization admins — organization members don't see it at all.

Overview

Units are the organizational sectors/subdivisions within your organization — where the action happens. They're referenced throughout BRIDGE ONE: see Target Houses and Targets, which are built on a Unit + Fiscal Year.

Go to Settings (the gear icon on the main nav, admins only) → Units.

Creating a Unit

Click the floating action button in the bottom right of the Units list. A Unit needs:

Field	Description
Name
Overarching unit (parent unit)	Every BRIDGE ONE installation has a root unit, and every unit is placed under it by default. Nest units to reflect management layers — e.g. a “Europe” unit under the root, then “Germany” under “Europe.”
Owners	One or more people, automatically set as Target House owners whenever a Target House is created under this unit — a shortcut for Target House management.
Can manage target house	A toggle. If enabled, you must also set a Target House approver and this unit's delegation capabilities (below).

Root Unit

→

Europe

→

Germany

Delegation Capabilities

Delegations come from Targets. By default, delegation is hierarchical — a unit can only delegate its targets to its own hierarchical children.

Units can also use custom delegation, letting you pick specific units — not just direct children — that this unit can delegate targets (create sub-targets) to.

To set it up:

On the unit, set delegation type to custom and save.

Find the unit in the list and open its side panel.

Under Target House Management, a manage units option appears (since custom delegation is selected) — open it to choose which units can receive delegations from this unit.

Views

List view — the default view for units.
Diagram view — visualizes the hierarchy between units at a glance.

[TODO] A screenshot of the diagram view would help here once one's available.

Archiving and Deleting

Units can't be deleted directly — only archived. Deleting cascades to every related record (e.g. all of the unit's Target Houses), so archiving lets you preserve history instead of losing it outright.

To delete a unit, it's a deliberate two-step process:

Archive the unit first.

Find it under “Show archived units” on the list, then delete the archived unit.

Please note: deleting an archived unit permanently removes all of its related records (e.g. its Target Houses). This cannot be undone.

An active unit is selectable throughout the system — in Projects, Initiatives, and (if enabled) Target Houses.
Archiving removes it from that selectable list but keeps its historical records intact.
Deleting the archived unit permanently removes those records.