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# Project settings

> The three settings panes — General (identity, boards, assessment settings), Workflow (phases, session names & length), and Intake & Profile (the student form grid).

> **Info**
>
> **Flow type:** `Agency`  ·  **Product:** StudyHQ Portal (team)
>
> **Where:** open your project → sidebar → **Settings**. Visible to admins
> only.

## The three panes

Settings opens with its own small sidebar of three panes:

| Pane                 | What lives there                                                                                                        |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| **General**          | Project identity & branding, boards served, assessment settings and time limits, contact details, location, danger zone |
| **Workflow**         | Journey phases, session names, session length                                                                           |
| **Intake & Profile** | The student form & profile grid and custom fields                                                                       |

---

## General

**Where:** Settings → **General**.

### Edit project

Project name, **display name** (shown to students), website, and the **image
and icon** that brand the project.

### Boards served

Which school boards this project serves. Leave every board unpicked to offer
them all; pick **exactly one** — a single-board school — and students are
never asked for a board: it's filled in for them.

### Assessment settings

Each assessment type carries its own **time limit** — the **course** limit
(classes 11–12), the **stream** limit (class 10 and below, falling back to the
course limit if unset), and the **learning** limit when that battery is on
your plan. The student's grade picks the one that applies.

If your plan carries the **Learning Assessment** — the study-skills battery
for grades 7–10 that schools often add — this section also gains
**Assessments served**: when the plan grants more than one battery for grades
7–10, choose the default for new students — the stream-selection assessment,
the Learning Assessment, or both. (You can change it for an individual student
on their case; classes 11–12 always sit the course recommendation assessment.)

### Contact, location & danger zone

Contact email and phone (for students to reach your team), your address — and
the **danger zone**, where deleting the project permanently removes its
students, sessions, and data.

---

## Workflow

**Where:** Settings → **Workflow**.

### Journey phases

See the phases your students move through: **joining**, **need analysis**
(which you can switch on or off), **assessment**, your **counselling
sessions**, and **execution**.

### Session names

Rename your sessions to whatever you call them — *Report interpretation*,
*Parent discussion*, and so on. Sessions run in this order for every student.

> **Note**
>
> Renames apply **everywhere immediately** — calendars, emails, Bixa — even
> for sessions already booked.

### Session length

One setting (between **15 and 240 minutes**) used by every booking, calendar
slot, and availability editor.

---

## Intake & Profile — the student form

**Where:** Settings → **Intake & Profile**.

One grid controls the student experience. For each field, tick whether it's:

* **Collected** — asked when a student joins (in the add-student form, the
  import template, and the student's first-login wizard), and
* **Shown** — displayed on their profile.

You can add your own **custom fields**, and choose which field acts as the
student's **display name** across the portal.

> **Tip**
>
> Anything you mark as collected but don't fill in yourself (when adding or
> importing) is asked of the student the **first time they log in** — so a
> bulk import with just email addresses still ends with complete profiles.

---

## Grades & assessments — how the pieces fit

The grades your project serves decide which assessment students get:

| Grades served                         | Assessment            | The report shows                                                |
| ------------------------------------- | --------------------- | --------------------------------------------------------------- |
| **Class 10 and below**                | Stream selection      | Which **stream** suits them                                     |
| **Classes 11–12**                     | Course recommendation | Which **courses / directions** suit them                        |
| **Grades 7–10** *(when on your plan)* | Learning Assessment   | How they **learn best** — study skills, motivation, preferences |

A project that only serves class 10 and below never asks about streams
anywhere — not in the add-student form, the import template, or Bixa.

> **Tip**
>
> The grade list in the add-student form and the import template only offers
> the grades your project serves — one more reason to set this before adding
> students.

Next: **Dashboard**.