Student Portal (For Students)

Please send the following article to the Student who will be using the Student Portal. Navigate the Student Portal Upload a Document Figure 1. Upload a Document Click the blue highlighted text to open an Enrolment; (you can also select an Enrolment from the Enrolments tab (orange)). Figure 2. Upload Documents to an Enrolment Component Figure 3. …

Student Portal

Paid feature that grants students to review their info, upload submissions and download documents. In this Section: Portal Configuration Only Users assigned with the Role: Primary User can enable Portal settings. Figure 1i. Navigate to Settings > Portal Admin Figure 1ii. Toggle Student Portal Please note: the Portal Configuration area allows you to enable multiple …

Moodle Set-Up (In SELMA)

In this Section: SELMA Configuration Steps Figure 1. Navigate to Settings > Integrations Figure 2. Navigate to Integrations > Moodle Figure 3i. Configuration Settings Figure 3ii. Provide Details and Save The Endpoint will be your unique Moodle URL (e.g. https://moodle.yourdomain.com), and the Token will be the Web Service Token you created and saved, previously. The …

Contact Portal (For Contacts)

Please send the following article to the Stakeholder/Contact who is working with your organisation. How to Enrol Students Figure 1. Invite to Portal Click the portal invitation link in your primary email inbox. Then, follow the instructions, and set-up a password via the “Forgot Password” option. Figure 2. Enrol Students Click the link “Enrol Students” on the top navigation …

Contact Portal

In this Section: Create a Contact Figure 1i. Navigate from Students > Contact In the Contact Index, click the green “+” button to create a new Contact. Figure 1ii. Fill Contact Details, and Add to Contact Index Fill in the required details, as marked by red asterisks. NOTE: The Contact Types readily available are system …

Store Front WordPress Plugin

Description The SELMASIS Store Front plugin provides direct integration between your WordPress site and your SELMASIS instance, allowing you to display intake information directly on your website. Features Installation WordPress Configuration Usage Use the shortcode [selmasis] to display the SELMASIS store front on any page or post. Optional Shortcode Parameters Example: // Shows all available intakes [selmasis] …

Xero Integration Guide

The Xero integration allows you to seamlessly connect your accounting workflow with Xero. This integration enables automatic syncing of contacts, products, and invoices between your SELMA and Xero. If you would like to have integration with Xero enabled, please contact our support team. Key Features Contact Synchronisation: Automatically map your payers with Xero contacts by …

Google (Account-Level Emails) – Setup

Enabling the Google Integration in SELMA allows you to use your organisation’s Google mailbox(es) for emailing directly in SELMA. As such, emails sent from within SELMA are stored in the mailbox’s ‘sent’ folder as well. Note: The below instructions serve as a guide only – please ask your IT Team/Provider about what’s best for your …