Administration
Configure and manage organization-wide settings, users, sites, lists, and other administrative tools in PEARS.
The Administration section of PEARS contains tools for managing your organization's configuration, users, and reference data. All administrative tools are reached from the cog icon in the top navigation bar.
Where to Find Each Tool
The cog icon menu lists every top-level admin destination directly:
Organization Settings — The home for module configuration, organization-wide toggles, users, lists, templates, reporting periods, AI tools, and authentication.
Module Builder — Design custom modules that appear in the Plan, Engage, or Reflect navigation menus.
Custom Fields — Create custom data questions and assign them to modules.
Sites — Add, edit, import, and merge site records.
WebNEERS Importer — Import WebNEERS data into PEARS. (Extension only.)
Inside Organization Settings, tools are grouped into four sections in the left sidebar: General, People & Access, System Lists & Templates, and System Modules.
Available Tools
People & Access
Manage the users and personnel within your organization. Found under Organization Settings → People & Access.
Users — Create and manage user accounts, roles, and permissions.
Directors — Add and edit Extension Unit directors. (Extension only)
Board Members — Add and edit board members for performance reviews. (Extension only)
For details on what each role can do and how permissions work, see Accounts & Permissions.
General
Configure the settings, reporting periods, and AI tools that apply across your organization. Found under Organization Settings → General.
Organization Settings — Toggle module features, configure branding, and manage organization-wide settings.
Reporting Periods — View and edit reporting period open and close dates.
AI Tools — Enable and configure AI-powered features.
System Lists & Templates
Manage the lookup values and templates used across modules. Found under Organization Settings → System Lists & Templates.
Manage Lists — Manage lookup values such as curricula, target audiences, cities, and more.
Registration Form Templates and Blocks — List and copy event registration form templates.
SNAP-Ed Data Templates — Create reusable SNAP-Ed custom data templates.
Cog Menu Tools
These tools open directly from the cog icon, not through Organization Settings.
Custom Fields — Create custom data questions and assign them to modules.
Module Builder — Design custom modules that appear in the Plan, Engage, or Reflect navigation menus.
Manage Sites — Add, edit, import, and merge site records.
WebNEERS Importer — Import WebNEERS data into PEARS. (Extension only.)
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