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Articles / Account / Permissions / Directory / Program Area Team Roles and Permissions

Program Area Team Roles and Permissions

September 27, 2022January 22, 2021 by Madalyn
Organizations that use PEARS to record Extension data can optionally assign each user to a Program Area Team role. For organizations that work in Program Area Teams, these roles can be used to track roles within the organization and to grant permissions.
Program Area Team roles include: Leader, Consultant, Member, and Follower.
A description of each Program Area Team role is provided below:

Program Area Team LEADER

This role is optionally used to note which users lead a Program Area Team.
Leaders are given four additional permissions within PEARS:
  1. View Program Area Data
    Leaders can view all data tied to specified program areas.
  2. Grant Program Area Permissions
    Leaders can grant other users permission to view data in specified program areas.
  3. Create, Edit, and Copy Action Plans at the State Level
    By default, all users can create individual level Action Plans. All users can also edit and copy Action Plans they have created. Organization Administrators, Program Area Team Leaders, and Program Area Team Consultants can create Action Plans at the state level. Program Area Team Leaders and Consultants can also edit all state level action plans within their program area and copy these plans to the next reporting period.
  4. Share Surveys at the Unit or Organization Level
    By default, all users can share surveys with other individuals. Organization Administrators, Programming Managers, Program Area Team Leaders, and Program Area Team Consultants can also share surveys with:
    • All users in a specified unit in their organization
    • All users in their organization
    • Other organizations in their state

Program Area Team CONSULTANT

This role is optionally used to note which users consult with a Program Area Team.
Consultants are given three additional permissions within PEARS:
  1. View Program Area Data
    Consultants can view all data tied to specified program areas.
  2. Create, Edit, and Copy Action Plans at the State Level
    By default, all users can create individual level Action Plans. All users can also edit and copy Action Plans that they have created. Organization Administrators, Program Area Team Leaders, and Program Area Team Consultants can create Action Plans at the state level. Program Area Team Leaders and Consultants can also edit all state level action plans within their program area and copy these plans to the next reporting period.
  3. Share Surveys at the Unit or Organization Level
    By default, all users can share surveys with other individuals. Organization Administrators, Programming Managers, Program Area Team Leaders, and Program Area Team Consultants can also share surveys with:
    • All users in a specified unit in their organization
    • All users in their organization
    • Other organizations in their state

Program Area Team MEMBER

This role is optionally used to note which users are part of a Program Area Team.
No additional permissions within PEARS are included.

Program Area Team FOLLOWER

This role is optionally used to note which users receive communication regarding a specific Program Area Team. These users are not part of  the Program Area Team but are remaining informed about the team’s work.
No additional permissions within PEARS are included.
✓ TIP: Program Area Team roles can be edited by Organization Administrators and User Managers on the Manage Users page. For more information on how to edit Program Area Teams, see the following article: Manage Program Area Teams.
✓ TIP: A list of each user and their Program Area Team role is included in the User Export. For more information on the User Export see the following article: Export User Account Data.
NOTE: Program Area Team Leaders for the current reporting year are listed in the PEARS Directory.
NOTE: Program Area Team Leaders and Consultants are given the same permissions, with one exception. Only Program Area Team Leaders can grant other users permission to view data in specified program areas.
Categories Account, Directory, Manage Account, Manage Users, Management, Permissions
PEARS Data Cleaning Checklist for the N-PEARS Export
Manage Program Area Teams
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