Extension Directory Roles

Understand the Extension directory roles and their permissions in PEARS.

Extension organizations have additional directory roles beyond the base SNAP-Ed roles. These roles provide capabilities for managing Extension-specific features like units, program areas, events, and board members. Roles are assigned by Organization Administrators via the PEARS Directory.

Extension organizations include all roles listed on the SNAP-Ed Directory Roles page, plus the Extension-specific roles described here.

Organization Administrator

The highest authority role in PEARS. In Extension organizations, the Organization Administrator encompasses all base SNAP-Ed permissions plus additional Extension-specific capabilities.

Base Permissions

• Add and remove staff from directory roles

• Create and manage custom fields

• Manage programmatic lists

• Manage reporting periods

• Manage sites

• Manage user accounts (includes all User Manager permissions)

• Configure organization settings

• Create SNAP-Ed data templates

• Share surveys organization-wide

Extension Additions

User Manager

User Managers handle day-to-day account administration.

• Add new user accounts

• Generate and send welcome emails to new users

• Edit user information (name, email, unit, program area, etc.)

• Manage user permissions (viewable units, viewable program areas, editable users)

• Deactivate user accounts

Programming Manager

Programming Managers maintain programmatic reference data.

Base Permissions

• Manage programmatic lists (audiences, curricula, interventions, objectives, and more)

• Manage sites (add, edit, import, merge)

• Share surveys at the unit or organization level

Extension Additions

Data Manager

Data Managers have comprehensive data access across the organization.

• View all data within the organization

• Edit data across all modules

• Delete data across all modules

• Mark data as Verified or Unverified

The Data Manager role grants significant access. Organizations should limit the number of users assigned this role.

Verifier

Verifiers can review and mark data quality across applicable modules. This role is separate from the Data Manager — Verifiers can mark verification status but do not have the Data Manager's edit and delete capabilities.

• Mark data as Verified or Unverified across applicable modules

Unit Director

Unit Directors oversee data and reporting for specific Extension units. This role is typically assigned automatically when a user is added as a director via the Directors admin tool.

• View all data tied to specified units

• Grant other users permission to view data within specified units

• Create, edit, and copy Action Plans at the unit level

• Share surveys with members of specified units

Program Area Team Leader

Program Area Team Leaders oversee data and governance for specific program areas. For a full comparison with other Program Area Team roles, see Program Area Team Roles.

• View all data tied to specified program areas

• Grant other users permission to view data in specified program areas

• Create, edit, and copy Action Plans at the state level

• Share surveys at the unit or organization level

Event Administrator

Event Administrators manage community event settings and templates for the organization.

• Manage event settings and configuration

• Create and manage event form templates

• Publish and unpublish events

• View registrant demographic information

Additional Specialized Roles

Extension organizations may also have these specialized roles depending on their configuration:

• Board Member Manager — Can add and edit board members for performance reviews.

• Director Manager — Can add and edit Extension unit directors.

• Action Plan Reviewer — Can review and provide feedback on Action Plans submitted for review.

• Professional Development Opportunity Reviewer — Can review and approve Professional Development event proposals.

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Editable Users and Supervisors are separate per-account permissions, not directory roles. They are configured on individual user accounts via Manage Users. Collaborator permissions are assigned on individual records.