Learn how to add collaborators to an action plan in PEARS.
The Collaborators section allows you to grant other PEARS users access to view or edit your action plan. Collaborators can also be marked as contributors.
TIP: Only staff members with active PEARS accounts can be added as collaborators. The creator of the record is automatically listed as a collaborator.
TIP: Collaborators on a State-level or Multi-State action plan can also view records linked to that plan's child plans. For example, a collaborator on a state-level plan can see individual and unit plans linked to it, along with their related records. For Multi-State plans, this visibility extends across organizations — a collaborator can see records linked to state-level child plans in other states. This does not grant access to the other organization itself, only to the linked records.
Add a Collaborator
1
Navigate to the Collaborators Page
After saving a new action plan, PEARS automatically takes you to the Collaborators page. You can also access it from the action plan detail page by clicking Collaborators in the progress panel.
2
Click Add Collaborator
Click the Add Collaborator button. A dialog box appears.
3
Select a User and Set Access
Search for and select the PEARS user you want to add. Set their access level to View & Edit or View Only, and optionally mark them as a Contributor.
Screenshot: The Add Collaborator dialog showing the user search field, Access Level dropdown with View & Edit and View Only options, and the Contributor checkbox
4
Save
Click Save to add the collaborator.
Continue to the Next Step
After adding collaborators, click Save and Continue to proceed to the Situation Assessment page.
