Create & Edit an Organisation

On this page:

To access your organisations in Selma, navigate to: Students -> Organisations

Create an Organisation

  • Click on the green cross next to ‘Organisation Index’ on the left of your screen:
  • Complete the New Organisation form details and click on ‘Create’ once the details have been added.
  • Organisation Type can be edited via Lookup Data – please refer to this article
  • Organisation has been created with different tabs – Organisation, Contacts and Students. Tabs can be edited dependent on your system permissions.

Edit Organisation

  • To add or edit Organisation details, click on the pencil icon at the top right corner of the Organisation tab
  • To link a Contact to your Organisation, click on ‘Link’ at the top right of the Contacts tab
  • Select relevant Contact and click save
  • If you want to ‘unlink’ the Contact, click on the red ‘Unlink’ icon

Related Articles

Organisation Index & Search

In this Article: Contact Index and Search Grids are used often within SELMA and provides a functional, practical way of displaying large batches of information. “Search” is the fastest way to find specific Organisation records and will produce results that match your criteria the closest. Advanced Search The Advanced Search is hidden and will appear …