Add points of contact to a Grant Program

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As an agent or manager, you can add members of your internal program team to a points of contact list to allow them to be contacted by grant seekers. This list is displayed on the grants program announcement page.

    Warum und wann dieser Vorgang ausgeführt wird

    Adding a person will create a resource assignment record where the resource (user_resource) field is a reference to a user (sys_user) record. The resource role reference will be added to the points of contact list.

    To ensure a user can be added as a point of contact, make sure the user has the pps_resource role and an employee profile (sn_employee_profile) record. For information on how to create an employee profile, see.

    Hinweis:
    Points of contact can only be added from the internal team list record. To add members to the internal team list record, see Create a grant program using Grants Management program setup for Public Sector Digital Services.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > CSM Configurable Workspace > List.
    2. Select Grant Programs > My grant programs.
    3. Navigate to All > User Resource Roles.
    4. Add a record for the desired user and set the resource role to Point of contact.
    5. Verify the user appears in the point of contact resource_role record, as well as in the proposal playbook activity.