Add a Unit Director

Some organizations appoint staff members to oversee and coordinate the overall work taking place within each unit. If your organization uses unit directors, these staff members can be designated in PEARS in order to receive additional permissions for their management roll. For a list of permissions given to each unit director, see the following article: Extension Directory Roles and Permissions.
Director Managers and Organization Administrators can use the Directors page to add, edit, or remove unit directors. To add a new unit director, follow the steps below:
  1. From the PEARS homepage, hover the cursor over the gear icon and click Directors:
    Manage Directors
  2. A list of current unit directors displays.
    Current Directors
    To add a new unit director, click Add.
    Director Add Button
  3. The Add Director form displays.
    Add Director
  4. In the Director field, select the name of the user that is a unit director. Start typing a name in the field, then select the correct name from the drop-down list.
    Director Name
  5. Next, select the director’s unit from the drop-down list. This indicates which unit the user directs.
    Unit List
  6. Select the unit director’s start date.
    Director Start Date
  7. Optionally, select the unit director’s end date.
    Director End Date
  8. To add the unit director, click Save.

  9. An alert confirms that the unit director was added, and the new unit director appears in the list.
    Director Added Confirmation