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Articles / Management / Directors / Add Viewable Unit Permissions

Add Viewable Unit Permissions

July 6, 2023January 26, 2021 by Madalyn
Viewable Unit permissions allows users to view all data reported for a specific unit. Viewable Unit permissions can be helpful for users that work closely with other staff members in their unit or analyze data for a unit.
User Managers and Organization Administrators can edit permissions for any account via the Manage Users administration page. Unit Directors can also give other users Viewable Unit permissions via the Manage Account page. 
  1. Hover the cursor over your username and click Manage Account:
    Select Manage Account
  2. Your account details display. Click Permissions:

  3. The Permissions page displays.
    Permissions Page Unit Director View
  4. Go to the Edit Viewable Unit Permissions section. In the unit field, select a unit that other users need access to view.
    Viewable Unit Permissions Select Unit
  5. In the users field, any users with Viewable Unit permissions for this unit are listed.
    To give another user permission to view all data in this unit, click the users field. Start typing a name in the field, then select the correct name from the drop-down list.
    Viewable Unit Select User
  6. Click Save.
    Save Button Manage Account
  7. The users selected now have access to view all of the data that is tagged with the specified unit.
    Viewable Unit Permissions Assigned
✓ TIP: The Unit Director role is only available for organizations that use PEARS to report Cooperative Extension data.
✓ TIP: To add another user as a Unit Director, please contact a current Organization Administrator or Director Manager.
✓ TIP: See the PEARS Directory for a list of your organization's Director Managers and Organization Administrators.
✓ TIP: Unit Directors can be added via the Directors administration page. For step-by-step instructions, see this article: Add a Unit Director
✓ TIP: To remove a selection, click the x to the left of the user's name. The removed user will no longer have access to view data in the specified unit.
Remove User
NOTE: Every user can view a list of their Viewable Unit permissions on the Manage Account page. In the Permissions section, a sidebar lists your permissions:
Your Viewable Unit Permissions
Categories Account, Directors, Manage Account, Management
Change Password
Add Viewable Program Area Permissions
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