Add points of contact to a Grant Program

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

    • 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.

    About this task

    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.

    Note:
    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 Set Up for Public Sector Digital Services.

    Before you begin

    Role required: admin

    Procedure

    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.