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Grant Settings

Updated by Optible

Grant Settings

Grant settings are only open to grant admins. If you are an assessor on the grant and open the settings page, Optible takes you back to the grant instead. If a colleague needs something changed here, ask a grant admin on that grant.

1. Open

  • Toggle On: Allows applicants to fill in forms related to this grant.
  • Toggle Off: Forms are closed and cannot be submitted.

2. Who can apply

  • Open (the default): anyone with the link can start an application.
  • Invite only: the grant and its questions stay publicly visible, but only people you have invited by name can start an application.

Invitations are managed under Applicant Invites in the same settings sidebar. Note that an invitation only controls starting an application: revoking one does not stop somebody finishing and submitting a draft they already have. See Invite-Only Grants and Applicant Invitations.

3. Schedule

  • Enable the Schedule toggle to set a closing date/time for the grant.
  • A Closes At field will appear — set the date and click Save Schedule.

Schedule

4. Budget Allocated

  • Displays the amount the grant can provide. Click the edit button to modify it.

Budget Allocated

5. Allow prefill

  • Toggle On (the default): applicants who have applied to this grant before are offered a copy of their previous application when they start a new one.
  • Toggle Off: no copy is offered, and new applications start blank. Applications that were already copied keep what they have.

The switch saves as soon as you change it. A new round of a grant starts with the same setting as the round it was copied from.

6. Applications table columns

The Applications table card chooses which columns appear in the application list. It has two tabs: Assessor for your team, and Applicant for the list applicants see of their own applications.

  • Switch columns on or off, drag them into the order you want, and add a column for any question on the form.
  • Rename a column in each language Optible supports. The name column is always shown.
  • You can choose up to 40 columns. Applicants only ever see their own answers in the columns you pick, never assessor-only questions or attachments, and long answers are cut short.
  • Clear the list to go back to the standard columns.

By default, your team sees name, email, rank, requested funding, submitted and updated. Applicants see name, email, amount requested, submitted on, updated on and status.