Add points of contact to a Grant Program

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Nota:
    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.

    Antes de Iniciar

    Role required: admin

    Procedimento

    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.