The Preferences and Roles tab displays information about the organization's settings within Grants.gov. The Organization Preferences section indicates how an applicant organization allows access to certain information:
Default Workspace Form Access: The default setting in Grants.gov is to allow any workspace participant to view and edit all grant forms in that specific workspace. If this field displays "Non-Budget Forms", then this organization has restricted this access (i.e., a workspace participant with no additional roles, privileges, or form access may only view and edit non-budget forms). For more information, review the What Is Workspace? help article.
Note: The applicant organization's Default Workspace Form Access setting can be overridden at the Workspace level for participants.
View Grant Opportunity Page - Workspace Display Option: Applicant organizations may create multiple instances of a workspace to apply for the same federal grant. The default setting in Grants.gov is to allow any user with at least the Workspace Manager role to see basic information about other workspace applications already created by their organization. In larger organizations, there may be separate offices or schools within that one organization competing for the same federal grant. Therefore, organizations may select "Show Only User's Workspaces" to prevent these users from seeing those other instances of a workspace.
How to Access the Preferences and Roles Tab
Run the Organization Report.
Click the Preferences and Roles tab. The roles records displays the following columns of information: Role Name, Role Type, Availability, and Action
Click the View link in the Actions column to see a detailed list of all the privileges in Grants.gov assigned to a specific role. For definitions for each privilege, review the Manage Organization Roles help article.
Click the Close button to return to the Preferences and Roles tab.