1. Account

Navigate to Settings (Cog) -> Account

Your basic account details will be setup by a SELMA consultant, however, you can make changes by clicking on the green pencil icon.

Critical parameters include Communications Email, which represents the email address configured to send emails and texts from SELMA, and also receive a copy of form submissions if the form module is enabled.

The Account Display Name will automatically appear as the name displayed in the top-left corner of the top navigation bar in SELMA.

For New Zealand based providers, this section will include the EDUMIS number saved as Provider Code.

Australian based providers will also see the AUS Compliance tab.

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3. Communication Templates

On this page: . Navigate to Settings (Cog) -> Communication Templates The most effective way of using comms in SELMA by creating templates. You can create templates for Emails, Email Attachments (PDF documents) and Text Messages. Templates are managed in sections on the comms grid where you can create, search, edit, preview or delete. To …

5. Form Manager

If your account subscription includes access to Forms, navigate to Settings (Cog) -> Form Manager The Form Manager section enables creation and access to Enquiry or Enrolment Forms. Available actions: archive, clone, copy URL, view and edit. Enquiry form: Enrolment form: For further details on how to setup a form and view submissions, please refer …

4. Custom Fields

To access Custom fields, navigate to Settings (Cog) -> Custom Fields You can personalise your SELMA instance by adding, editing and re-ordering Custom Fields and tabs for the following sections: To add a new Custom Field click on ‘ +Add ‘ Required information – Field Name, API Name (generated automatically based on the Field Name) …