Admin Menu and Organization Settings Refactor
The admin/cog menu, user menu, and Organization Settings have been redesigned and reorganized.
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.
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.
Redesigned User Menu
The user menu (opened from your avatar in the top navigation bar) now displays:
Your name and email at the top
Your organization name, with a Switch Organization link if you belong to more than one
An Account Settings link
Sign out
The previous Manage Account link has been replaced with Account Settings, which opens the same page.
Organization Settings Redesign
Organization Settings 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.
TIP: For a full reference of the new Organization Settings layout, see Organization Settings.
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