Step-by-Step Guide to Manage Your Dashboard Settings and MSME Registration

7 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Settings" to Access Configuration Options

  • Navigate to the left sidebar of the dashboard.
  • Click on the "Settings" link highlighted in red.
  • This will direct you to the settings page where you can manage various configurations.
  • Ensure to explore all available options once on the settings page.

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STEP 2: Click on "App Settings" to Access Company Configuration

  • Click on the App Settings link in the sidebar to navigate to the app configuration options.
  • Ensure to fill in the required fields marked with an asterisk (*) in the Company Settings form.
  • Review the existing company information and make necessary updates.
  • Click Save to apply any changes made.

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STEP 3: Click on "MSME Settings"

  • Navigate to the "MSME Settings" tab in the App Settings.
  • Ensure you are on the correct settings page.
  • Look for the highlighted area to confirm your selection.
  • Proceed to the next step by selecting "Is your business MSME registered?"

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STEP 4: Select "Is your business MSME registered?"

  • Click on the option "Is your business MSME registered?" in the form.
  • Ensure to select either "Yes" or "No" based on your business registration status.
  • The selection is mandatory as indicated by the asterisk (*) next to the label.
  • Proceed to the next step to enter the "MSME / Udhyam Registration Type."

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STEP 5: Enter "MSME / Udhyam Registration Type"

  • Click on the "MSME / Udhyam Registration Type" dropdown.
  • Select the appropriate registration type from the options available.
  • Ensure that the field marked with an asterisk (*) is filled, as it is mandatory.
  • Proceed to the next step by entering the "MSME / Udhyam Registration Number."

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STEP 6: Enter "MSME / Udhyam Registration Number *"

  • Click on the highlighted area to input your MSME / Udhyam Registration Number.
  • Ensure the field marked with an asterisk (*) is filled, as it is mandatory.
  • After entering the number, proceed to the next step by clicking the "Save" button.

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STEP 7: Click on "Save" to Finalize MSME Settings

  • Ensure all required fields are filled:
    • MSME / Udhyam Registration Type
    • MSME / Udhyam Registration Number*
  • Click the Save button at the bottom of the form to save your settings.
  • Confirm that the settings have been saved successfully.

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