Organizational Settings

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Managing Your Pear Suite Subscription

Overview The Manage Plan page in your Organization Settings gives you a central place to view your current plan, track...

April 24th, 2026 122 views 0 likes
Adding a User to Pear Suite

Overview This article explains how to manage and create new users within the Pear Suite Platform. By adding users and...

May 20th, 2026 522 views 1 likes
Deactivating a User

Deactivating user accounts in Pear Suite is the standard process for managing staff turnover and ensuring platform security. By deactivating...

April 24th, 2026 192 views 1 likes
Closing a Member Profile

Gemini said Closing a member profile in Pear Suite is the standard way to manage your caseload when a member...

March 4th, 2026 139 views 0 likes
How to Use the Quick Search Feature

Step 1: Searching for a Member Locate the quick search bar at the top of your screen and type in...

April 29th, 2026 62 views 0 likes
Tag-Based Visibility & Access Control for Member Documentation

Phase 1: Creating Access Tags Navigate to your organization settings page. Locate the settings section to add tags. Create and...

May 13th, 2026 71 views 0 likes
Payment Requests (Collecting Co-Pay)

Member Payment Requests allow organizations to securely collect co-payments and other member-responsibility amounts via Stripe. This system streamlines revenue collection...

March 4th, 2026 113 views 0 likes
Editing User Settings

This article explains how to manage and update your personal user settings within the Pear Suite Platform. By keeping your...

February 27th, 2026 85 views 0 likes
Access Management and Roles

Access Management in Pear Suite Overview Your organization can create custom roles for your users, giving you control over access...

July 31st, 2026 22 views 0 likes

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