The PEARS Directory lists staff members within each organization that have specialized roles and permissions in PEARS. The Directory helps administrators keep track of their PEARS permissions. The Directory is also a resource for all staff to know who to ask for help. Staff can contact administrators within their organization for help with account details, permissions, site management, and other needs. The PEARS Directory is listed under the question mark icon. Some roles are included for both SNAP-Ed organizations and Extension organizations. Directory roles and permissions only used for SNAP-Ed work are marked with an asterisk.
1. Organization Administrator
This role includes the most authority. Organization Administrators have the permissions of most other roles, including: User Managers, Programming Managers, Director Managers, Board Member Managers, Action Plan Reviewers, and Professional Development Opportunity Reviewers.
Organization Administrators can:
- Add staff to Directory roles
- Remove staff from Directory Roles
Organization Administrators can:
- Create custom fields for reporting within their organization
- Edit custom fields
- Remove custom fields
Organization Administrators can add, edit, and remove items on the following list:
- User Positions
Organization Administrators and Programming Managers can add, edit, and remove items on the following lists:
- Audiences*
- Cities
- Curricula*
- Funding Sources* (available for select organizations)
- Interventions*
- Objectives*
- Priority Indicators*
- Projects*
*These lists are only available for SNAP-Ed organizations.
Organization Administrators and Programming Managers have the authority to request changes to the following lists by contacting PEARS Support:
- Units
Organization Administrators can:
- Edit Open Dates and Close Dates
Organization Administrators and Programming Managers can:
- Add new sites
- Edit site information
- Delete sites
- Merge sites
- Mark sites as inactive
Organization Administrators and User Managers can:
- Add new user accounts
- Generate “Welcome Email”
- Edit user information (email, name, default unit, etc.)
- Manage user permissions (viewable unit, editable user, supervisor)
- Deactivate users
Organization Administrators can enable or disable the following features within their organization:
- SNAP-Ed Funding Source
- Program Area Default
- Unit Default
- Crisis Impact Field
- Require Site for Indirect Activity Intervention Channels
Organization Administrators can reach out to the PEARS Support Team to enable or disable the following features within their organization:
- Program Areas
- Extension Modules
- SNAP-Ed Modules
- WebNEERS Importer
Organization Administrators and Programming Managers can
- Create templates to auto-populate the SNAP-Ed Custom Data page in the Program Activities module
- Edit templates
- Delete templates
*This permission only applies to SNAP-Ed organizations
By default, all users can share surveys with other individuals in their organization. Organization Administrators and Programming Managers can also share surveys with:
- All users in a specified unit in their organization
- All users in their organization
- Other organizations in their state
By default, all users can create custom survey questions. Organization Administrators and Programming Managers can also:
- Select an indicator and metric from the SNAP-Ed Evaluation Framework to associate with the custom survey question
Once the question is saved, other users can use the indicator and metric filters in the question library to find the survey question.
*This permission only applies to SNAP-Ed organizations
By default, all users can create Success Stories and view all Success Stories that have been reported within your organization. Organization Administrators and Data Managers can also:
- Tag Success Stories as “Noteworthy”
- Filter for “Noteworthy” stories
Once a story is tagged as “Noteworthy” the user who created the record will be able to see a green “star” next to the story title.
2. User Manager
Organization Administrators and User Managers can:
- Add new user accounts
- Generate “Welcome Email”
- Edit user information (email, name, default unit, etc.)
- Manage user permissions (viewable unit, editable user, supervisor)
- Deactivate users
3. Programming Manager
Organization Administrators and Programming Managers can add, edit, and remove items on the following lists:
- Audiences*
- Cities
- Curricula*
- Funding Sources* (available for select organizations)
- Interventions*
- Objectives*
- Priority Indicators*
- Projects*
*These lists are only available for SNAP-Ed organizations.
Organization Administrators and Programming Managers have the authority to request changes to the following lists by contacting PEARS Support:
- Units
Organization Administrators and Programming Managers can:
- Add new sites
- Edit site information
- Delete sites
- Merge sites
- Mark sites as inactive
Organization Administrators and Programming Managers can
- Create templates to auto-populate the SNAP-Ed Custom Data page in the Program Activities module
- Edit templates
- Delete templates
*This permission only applies to SNAP-Ed organizations
By default, all users can share surveys with other individuals. Organization Administrators and Programming Managers can also share surveys with:
- All users in a specified unit in their organization
- All users in their organization
- Other organizations in their state
By default, all users can create custom survey questions. Organization Administrators and Programming Managers can also:
- Select an indicator and metric from the SNAP-Ed Evaluation Framework to associate with the custom survey question
Once the question is saved, other users can use the indicator and metric filters in the question library to find the survey question.
*This permission only applies to SNAP-Ed organizations
4. Data Manager
Data Managers can:
- View all data within their organization
- Edit all data within their organization
- Delete all data within their organization
This applies to data in all modules except: Professional Development Plans, Performance Reviews
Data Managers can:
- Mark data as “Verified” or “Unverified”
This applies to data in all modules except: Surveys, Action Plans, Professional Development, Performance Reviews, and Quarterly Efforts. These modules already include a verification process or a statement confirming data accuracy.
By default, all users can create Success Stories and view all Success Stories that have been reported within your organization. Organization Administrators and Data Managers can also:
- Tag Success Stories as “Noteworthy”
- Filter for “Noteworthy” stories
Once a story is tagged as “Noteworthy” the user who created the record will be able to see a green “star” next to the story title.
5. PEARS Team Point of Contact
This role is optionally used to note primary contacts within each organization that communicate with the PEARS Team. No additional permissions within PEARS are included.
6. SNAP-Ed Advisory Committee Representative*
This role is optionally used to note which staff members are on the PEARS Advisory Committee (PAC). The PAC includes a few staff members from each organization using PEARS. The committee meets bi-monthly with the PEARS Team to discuss reporting questions and needs.
NOTE:
Other permissions not listed in the directory include: Editable Users and Supervisors. Editable Users can view and edit all data for specific user(s). Supervisors can view all data and access performance review features for specific supervisees. These permissions are assigned at the user account level (rather than for the organization as a whole). These permissions can be edited by Organization Administrators and User Managers on the Manage Users page.
NOTE:
All permissions are assigned at the organization level, meaning that staff with Directory roles can only view and manage items within their own organization.
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Organization Administrators can add staff to Directory roles by clicking the Add button next to the role title on the Directory page.
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Organization Administrators do not automatically have Data Manager permissions. To be able to edit all data in the organization, you must be added as a Data Manager, in addition to any other roles.
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The PEARS Team recommends keeping the number of Data Managers to a minimum, in order to safeguard data integrity.