Organization Settings
Configure organization-wide settings, module features, and branding options in PEARS.
Organization Settings is the home for nearly all administrative tools in PEARS. The page is laid out as a single-page application with a left sidebar that groups related tools, and a main panel that loads the selected tool. Settings, lists, templates, and per-module configuration all live here.
Permission required: Organization administrator. Users with more limited permissions still see Organization Settings, but only the sections and items they are allowed to access appear.
Getting Started
To access Organization Settings, click the cog icon in the top navigation bar and select Organization Settings.
The sidebar is grouped into four sections:
General — Global settings, reporting periods, AI tools, and API keys.
People & Access — Users, directors, board members, and authentication.
System Lists & Templates — All lookup lists plus event form templates and SNAP-Ed Custom Data Templates.
System Modules — Per-module settings for Plan, Engage, and Reflect modules, including Events.
TIP: Each section and item in Organization Settings has its own URL — bookmark or share a link to jump directly to a specific list, panel, or settings page.
General
Global Settings
Global Settings controls organization-wide options for the system, Extension, SNAP-Ed, and Event Management.
System
Unit Default — Set the default unit for new records
Crisis Impact Fields — Enable crisis impact tracking fields
Allow all users to add sites — When enabled, all users can add new sites (not just site administrators)
Prevent Enabling the Legacy Homepage Dashboard — Block users from switching to the legacy dashboard
Extension Settings
Program Area Default — Set the default program area for new records
Show Grand Challenge Language with Critical Issues — Display Grand Challenge terminology alongside critical issues
TIP: Some Extension settings like Program Areas and Extension Modules are system-managed and cannot be toggled from this page.
SNAP-Ed Settings
Use Intervention Name — Enable the intervention name field in SNAP-Ed modules
Use Intervention Topics — Enable intervention topic selection in SNAP-Ed custom data
Event Management
Create new CRM Contacts Automatically by Default — Automatically create CRM contact records for event registrants
Use Payment for Events — Enable payment collection for events
Track Taxable Amount for Event Payments — Track taxable amounts separately
Use Advanced Accounting for Event Payments — Enable advanced accounting code allocation
Reporting Periods
View and edit the open and close dates for each reporting period. See Manage Reporting Periods for details.
AI Tools
When enabled, AI Tools exposes granular controls for each AI-powered feature:
Use AI Tools — Master toggle. When off, all AI features are disabled.
Module Builder AI — Enable the AI module planner for generating custom modules from natural language descriptions
Survey Analysis — Enable AI-powered survey response summaries
Story Summary — Enable AI-generated summaries for success stories
Public Value Editor — Enable AI assistance for writing public value statements
For details on how each feature works and what data is sent to OpenAI, see AI Tools.
TIP: The master Use AI Tools toggle must be enabled before per-feature toggles appear. Disabling the master toggle turns off all AI features at once.
API Keys
Generate and manage API keys that grant programmatic access to your organization's data.
People & Access
Users — Create and manage user accounts, roles, and permissions. See Manage Users.
Directors — Add and edit Extension Unit directors. See Directors. (Extension only)
Board Members — Add and edit board members for performance reviews. See Board Members. (Extension only, when the Performance Reviews module is enabled.)
Authentication — Configure authentication options for your organization.
System Lists & Templates
This section contains every lookup list and template set your organization can edit. Each list appears as its own item in the sidebar.
Lists
For full descriptions of each list, see Manage Lists.
Accounting Codes
Cities
Competencies (Extension only)
Critical Issues
CRM Categories
Curricula (SNAP-Ed only)
Direct Contact Date Ranges (sidebar label: "Direct Contact Dates")
Event Categories
SNAP-Ed Funding Sources (sidebar label: "Funding Sources")
Interventions (SNAP-Ed only)
Keywords
Payment Methods
Priority Indicators (SNAP-Ed only)
Program Areas
Projects
PSE Changes
Target Audiences
User Positions
Youth Delivery Methods
Youth Project Areas
Templates
Event Form Templates — Reusable registration form templates and blocks. See Registration Form Templates and Blocks.
SNAP-Ed Custom Data Templates (sidebar label: "SNAP-Ed Templates") — Reusable SNAP-Ed custom data configurations. See SNAP-Ed Data Templates.
System Modules
Per-module settings are grouped by workflow category.
Plan
Events
Use Events Module — Enable the Community Events module
Event Site Title — Set a custom title for your public events site
Event Site Footer — Set custom footer text for your public events site
Default Listing Thumbnail — Set a default thumbnail for event listing cards
Default Cover Image — Set a default cover image for event pages
Action Plans
Detailed Action Plan Outcomes and Indicators — Enable detailed outcome and indicator tracking
Include Related Data for Reports — Include related module data in action plan reports
Show Denominator on Action Plan Indicators — Display denominator values on indicators
Surveys
Use Surveys Module — Enable the Surveys module
Hide "Thank You" Pear Image — Remove the pear image from survey completion pages
Professional Development (Extension only)
Use Professional Development Module — Enable the Professional Development module
Performance Reviews (Extension only)
Use Performance Review Module — Enable the Performance Reviews module
Engage
Community Relationships (CRM)
Use CRM Module — Enable the Community Relationships module
Direct Contacts (Extension only)
Use Direct Contacts Module — Enable the Direct Contacts module
Allow More Granular Direct Contacts — Enable detailed direct contact tracking
Use Action Plans Field — Link direct contacts to action plans
Program Activities
Use Program Activities Module — Enable the Program Activities module
SNAP-Ed Funding Source — Enable funding source field (SNAP-Ed only)
Use Partners Section — Enable the partners section
Target Audience Field — Enable target audience selection (Extension only)
Always Require Program Activity Site — Make the site field required
Require 5-17 Age Subcategories — Require detailed age subcategories for the 5-17 age group (SNAP-Ed only)
Use Evaluation Section — Enable the evaluation/survey section
PSE Site Activities
Use PSE Site Activities Module — Enable the PSE module
Use Reflection Section — Enable the reflection section
Use Individual Effectiveness Section — Enable individual effectiveness tracking
Social Marketing Campaigns
Use Social Marketing Campaigns Module — Enable the Social Marketing Campaigns module
Indirect Activities
Use Indirect Activities Module — Enable the Indirect Activities module
Use Partners Section — Enable the partners section
Require Site for Indirect Activity Intervention Channels — Make sites required for intervention channels
Partnerships
Use Partnerships Module — Enable the Partnerships module
Use Meetings & Events Section — Enable meeting and event tracking in partnerships
Coalitions
Use Coalitions Module — Enable the Coalitions module
Use Meetings & Events Section — Enable meeting and event tracking in coalitions
Reflect
Success Stories
Use Success Stories Module — Enable the Success Stories module
Use Partners Section — Enable the partners section
Quarterly Efforts (Extension only)
Use Quarterly Efforts Module — Enable the Quarterly Efforts module
Hide Quarterly Effort Contacts Section — Hide the contacts section
Report Project Effort in Percentages — Track effort as percentages
Report Project Effort in Hours — Track effort as hours
Branding Options
Branding controls live under Global Settings and customize the appearance of your organization's PEARS instance and public event pages:
Theme Color — Set a custom hex color for site branding
Logo — Upload your organization's logo
Card Image — Upload a card/banner image
Default Listing Thumbnail — Set a default thumbnail for event listing cards
Default Cover Image — Set a default cover image for event pages
TIP: Settings changes take effect immediately. Disabling a module hides it from users but does not delete any existing data.
NOTE: Some settings are only visible based on your organization type (SNAP-Ed, Extension, or both). Settings that require other settings to be enabled first will appear conditionally.
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