Configure read/write access roles for the Grants Management internal program team

  • Release version: Australia
  • Updated July 31, 2025
  • 1 minute to read

    • In a Grant Program, certain access is granted to each Internal Program Team user on a case-by-case basis. As an admin, you can delegate read/write access to users within internal teams by mapping specific roles to read/write access.

    About this task

    By default, users with the Observer and Approver roles within a grant program have read-only access to the grant program. Users with the Program Lead, Co-Lead, and Collaborator roles have read and write access to the entire grant program. To update the access configurations for the aforementioned personas:

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Grant Program > All.
    2. Open the Grant Program Record for which you want to configure read/write access roles.
    3. Select the context menu, then select Configure > Form Layout.
    4. Select and add Read Resource Roles and Write Resource Roles to the program information form.
    5. Select Save.
    6. Select the lock icon to add roles to the Read or Write access fields.
      access field addition
    7. Add roles under the Read Resource Roles field to grant read access to those roles, and roles under the Write Resource Roles fields to grant write access to those roles.
    8. Select Update.
      Users with these roles now have read access to program or read/write access to the grant program.