Organisation settings — profile, academic year, signature and seal

Settings at the foot of the menu opens one page of cards for your whole organisation: Organisation, People & roles, Getting paid & KYC, WhatsApp, Notifications, Integrations & developers and Billing. Each card links to the screen that does the job. (A staff login without the settings permission sees its own settings rows in a small Settings fold instead.)

Your organisation's profile, academic year, admission numbering, notifications and security all live on the Organisation details page, which has five tabs. Most changes are for the owner and admin; some, such as the organisation type, are for the owner only.

The page has five tabs: 🎨 Branding, 🏫 Address & info, ⚙️ Setup, 🎓 Academic and 🔔 Notifications. The tab you are on is kept in the address (for example /settings#tab=setup), so you can bookmark it.

#How to update your organisation's profile

1. Under School Information, fill in:

1. Press 💾 Save School Info. You see ✓ Saved!

#How to change your organisation type

1. Choose the type from the list, for example Business — an office, shop or company (staff only).
2. Press Save.

Only the owner can change this; others see "Only the owner can change this." The type decides the words on screen and which menus appear — a Business has staff only, with no students. Press See exactly what decides your menu → to see why each menu row is shown or hidden.

#Export your data or close the account

Only the owner sees Data & account. Press Export data for a ZIP of CSV files with all your records, or close the account from the same page. See Data and privacy for what is in the export and what happens when you close.

#How to set the academic year

1. Under Add a session, enter Name (for example 2027-28), Starts and Ends.
2. Tick Make this the current session if it is the one you are working in.
3. Press Add session.

Each session in the list has Make current and Edit. Only an owner or admin can change the academic year.

#How to number admissions automatically

1. Turn on Number every new student automatically.
2. Set Prefix (optional), Year (Calendar year, Academic year or No year), Digits and Separator (Dash, Slash, Dot, Underscore or None).
3. Check the preview — The next student would be … — and press Save.

Changing the format never renumbers anybody. Only the owner can change it.

#Attendance shortage

On the same tab, Attendance › Shortage percentage (75 by default) sets when a student is flagged for low attendance. Press Save. This needs MJX Academic.

#How to add a signature and seal

One signature and one seal for the whole organisation, printed on offer letters, certificates and the other documents you issue — in every product you use.

1. Under Signature, upload a scan of the signature on white or a transparent background.
2. Under Seal or stamp, upload a photo or scan of the round stamp.

#What is on the Setup tab?

Pathshala only asks Google for its own calendar named "Pathshala classes"; it cannot read your other calendars.

#Notifications

Switch Email Notifications, WhatsApp Notifications and Only Notify on Hot Leads on or off.

#How to complete KYC

MJX needs to know who every institution on the platform is. You do it once, on the one page Getting paid & KYC, and are not asked again unless something changes. Owner and admin only. Your steps at the top shows each step as Done, To do, Being checked or Not needed. Old links to Complete KYC open the same page.

1. 1. Verify identity — under Verify your Aadhaar in about a minute, press Verify with DigiLocker and sign in to DigiLocker with Aadhaar and OTP. MJX keeps only your name, date of birth, gender and the last 4 digits of Aadhaar, and you do not need to upload an Aadhaar paper.
2. 2. PAN comes with DigiLocker when it is in your DigiLocker. Otherwise press Upload your PAN card (step 4).
3. 4. KYC documents — send only what the step lists as Still needed. Under Upload KYC document, choose Which document is this? — PAN card, GST certificate, Aadhaar, Cancelled cheque, Bank statement, Registration / incorporation, Address proof or Something else.
4. Pick the file and press Send to MJX.

Each document shows Waiting for MJX, Accepted or Not accepted (with the reason). You can Remove a document until it is accepted.

#Who can change what?

#Related

#Questions people ask