# Admin Menu and Organization Settings Refactor

PEARS has been updated with a streamlined admin menu, a redesigned user menu, and a fully reorganized Organization Settings page. All existing administrative tools remain available — most have moved into Organization Settings, where they are grouped with related tools.

## What's New

### Streamlined Admin Menu

The **cog icon** menu in the top navigation bar now lists every top-level admin destination directly:

* **Organization Settings** — The home for organization-wide toggles, users, lists, templates, reporting periods, AI tools, and authentication.
* **Module Builder** — Design custom modules.
* **Custom Fields** — Manage custom data questions.
* **Sites** — Add, edit, import, and merge site records.
* **WebNEERS Importer** — Import WebNEERS data into PEARS.

{% hint style="info" %}
**TIP:** If you previously opened a tool such as Manage Users, Manage Lists, Reporting Periods, Board Members, Directors, Event Form Templates, or SNAP-Ed Data Templates from the cog menu, you'll now find it inside Organization Settings.
{% endhint %}

### Redesigned User Menu

The user menu (opened from your avatar in the top navigation bar) now displays:

1. Your name and email at the top
2. Your organization name, with a **Switch Organization** link if you belong to more than one
3. An **Account Settings** link
4. **Sign out**

The previous **Manage Account** link has been replaced with **Account Settings**, which opens the same page.

### Organization Settings Redesign

[Organization Settings](/administration/administration/organization-settings.md) has been redesigned as a single-page application with a left sidebar grouping every administrative tool. The four sidebar sections are:

#### General

* **Global Settings** — System, Extension, SNAP-Ed, and Event Management toggles, plus branding options.
* **Reporting Periods** — Manage reporting period dates.
* **AI Tools** — Configure AI feature toggles.
* **API Keys** — Generate and manage programmatic access keys.

#### People & Access

* **Users** — Manage user accounts. *(Replaces the standalone Manage Users page.)*
* **Directors** — Manage Extension Unit directors. *(Extension only.)*
* **Board Members** — Manage board members. *(Extension only, when the Performance Reviews module is enabled.)*
* **Authentication** — Configure authentication options.

#### System Lists & Templates

Every editable list now appears as its own item in the sidebar — no more switching between lists from a single page. Templates also live here.

* All lookup lists (Accounting Codes, Cities, Critical Issues, CRM Categories, PSE Changes, and so on)
* **Event Form Templates**
* **SNAP-Ed Custom Data Templates** *(sidebar label: "SNAP-Ed Templates")*

A few list names have been clarified:

* **Changes** is now **PSE Changes**.
* **Audiences** is now **Target Audiences**.
* **Categories** is now **CRM Categories**.
* **Date Ranges** is now **Direct Contact Date Ranges** *(sidebar label: "Direct Contact Dates")*.
* **Funding Sources** is now **SNAP-Ed Funding Sources** *(sidebar label: "Funding Sources")*.
* **Youth Programming Delivery Modes** is now **Youth Delivery Methods**.
* **Youth Programming Project Areas** is now **Youth Project Areas**.

#### System Modules

Per-module settings for **Plan**, **Engage**, and **Reflect** modules now live here, including the Events module (previously under System → Event Management).

### Other Visual Updates

* The site header is full width with the PEARS logo and main navigation aligned left, and the user/icon menus aligned right.
* The footer is full width and pinned to the bottom of the page.
* The search, help, and notification icons in the top navigation bar have been switched to outlined versions for a cleaner look.

## What Hasn't Changed

* **Permissions are unchanged.** If you previously had access to a tool, you still do — and it appears in Organization Settings only if your account has permission to use it.
* **Direct links still work.** Each section and item in Organization Settings has its own URL, so bookmarks and shared links still take you straight to the right place.
* **Records and data are unchanged.** This update is purely about navigation and layout.
* **Custom Fields and the WebNEERS Importer** remain in the cog menu — they were not moved into Organization Settings.

{% hint style="info" %}
**TIP:** For a full reference of the new Organization Settings layout, see [Organization Settings](/administration/administration/organization-settings.md).
{% endhint %}


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