# Pathshala glossary

> Plain-English meanings of the words used in Pathshala — module, Forever Free, portal address, job, fee head, knowledge base, template, KYC and more.

Source: https://pathshala.mjxtechnologies.com/docs/get-started/glossary/

The words below appear across Pathshala's screens and these docs. Some screen words change with your organisation type — for example "Class" for a school, "Batch" for a coaching centre — so your screens may use the word that fits you.

## Account and plans

| Word | Meaning |
|---|---|
| **Organisation** / **institution** | Your school, coaching centre, college, institute or business — one Pathshala account |
| **Organisation type** | What you chose at sign-up: School, Coaching, Tuition, College, Institute or Business. It sets the words and menus. Changed by the owner in Settings. |
| **Business** | An organisation with staff only — an office, shop, clinic or agency. No students; leads take their place. |
| **Portal** / **portal address** | Your own web address, `yourname.pathshala.mjxtechnologies.com`, where your staff sign in |
| **Custom domain** | Your own web address, such as `learn.myacademy.in`, pointed at your portal with a CNAME record. Part of MJX Full Branding. |
| **CNAME** | A setting at your domain company that points one address at another |
| **Module** / **product** | One part of Pathshala you switch on and pay for on its own, such as MJX CRM or MJX Payroll |
| **Feature** | One capability inside a module. Some features need a higher plan. |
| **Free trial** | The first 14 days after sign-up, with every feature of your products and no card |
| **Forever Free** | The free plan you move to after the trial: small limits, MJX's look, never locked |
| **Basic** / **Pro** | Paid plans for one product. Pro has every feature. |
| **MJX ONE** | One plan (Basic, Standard or Pro) that covers every MJX product |
| **Bundle** | Products sold together at one price, such as MJX People Plus |
| **Per employee** | Pricing counted on active employee logins, at least 5 (MJX HR, Payroll, Attendance) |
| **Employee seat** | One paid place for one employee login |
| **Apps** | The button at the top left (on a phone, at the top of the menu) that lists your products; choosing one shows its menu. **Add products** at its foot lists the products you do not have yet, with their price |
| **Paused** / **suspended** | An account with an unpaid bill. Paying opens it again at once. |
| **WhatsApp usage bill** | A separate monthly bill for WhatsApp template messages sent for you |
| **Tax invoice** | MJX's GST invoice for a payment you made |
| **MJX Full Branding** | A paid extra: your own web address and your own app on the Play Store |
| **KYC** | Know Your Customer: the papers that prove who your institution is. Compulsory for every customer. |
| **DigiLocker** | The government service used to verify Aadhaar in about a minute, without uploading a paper |

## People and access

| Word | Meaning |
|---|---|
| **Owner** | Can do everything, including billing, WhatsApp settings and adding people |
| **Admin** | Runs the institute day to day with almost all of the owner's access |
| **Staff** | Daily work — mark attendance, set homework, look things up. Cannot change settings. |
| **Role** | Owner, Admin or Staff — one per login |
| **Job** | A set of permissions such as Class Teacher, Accountant, Cashier or Receptionist that narrows what a person sees. Set in **Roles & permissions**. |
| **Permission** | One thing a job allows, such as "Manage Staff" or "View Reports" |
| **Switched off** | A login that can no longer sign in. Nobody is ever deleted. |
| **Learner** | Someone who buys or is given an online course in MJX LMS / MJX Learn |
| **Sign in with a code** | Signing in with a 6-digit code on WhatsApp and email instead of a password |
| **OTP** / **code** | A one-time 6-digit code, valid for 10 minutes |
| **2FA** / **two-factor sign-in** | A second code from an authenticator app after your password |
| **Recovery code** | One of 8 single-use codes that let you in if you lose your 2FA phone |

## Academics and fees

| Word | Meaning |
|---|---|
| **Class** / **Batch** | A group of students. Your type decides the word. |
| **Session** / **Academic year** | The year you are working in, for example 2027-28. Fees need one to raise invoices. |
| **Admission number** | A student's number, which Pathshala can create automatically |
| **Fee head** | One thing you charge for — tuition, admission, transport, exam |
| **Fee structure** | How much each class pays under each fee head, and when |
| **Payment method** | How you take money — cash, UPI, cheque, bank transfer |
| **Defaulter** | A student with fees overdue |

## WhatsApp, CRM and AI

| Word | Meaning |
|---|---|
| **Shared MJX number** | MJX's WhatsApp number that your messages go out on until you connect your own |
| **Own WhatsApp number** | Your own WhatsApp Business number, so messages show your name |
| **Template** | A WhatsApp message approved in advance. Needed to message somebody first. |
| **Broadcast** | One template message sent to many people at once |
| **Inbox** | Where WhatsApp conversations arrive and you can reply by hand |
| **Knowledge base** | The answers you write for the AI to use when it replies |
| **Enquiry** / **Lead** | A person interested in admission or in buying from you |
| **Enquiry form** | Your public form; everyone who fills it in becomes a lead |
| **Hot, warm, cold** | How likely a lead is to join, scored from what they said and did |
| **Follow-up** | A message or call to a lead on set days after the enquiry |

## Related

::: cards
- [What is Pathshala?](get-started/) — The product family
- [Users and roles](account/users-and-roles) — Roles and jobs in detail
- [Plans and billing](account/plans-and-billing) — Plans, limits and invoices
:::

## Questions people ask

### What is the difference between a module and a feature?

A module (product) is a part of Pathshala you switch on and pay for, such as MJX Fees Management. A feature is one capability inside it, such as fee reminders, which may need a higher plan.

### What is the difference between a role and a job?

Every login has one role — Owner, Admin or Staff. A job, such as Accountant or Class Teacher, narrows exactly which screens that person can open.

### What is a WhatsApp template?

A message approved in advance by WhatsApp. You need one to message somebody first; replies inside an open conversation do not need a template.