Initial Setup Navigate to Settings (Cogwheel icon), select Integrations, and click Configure under Cloud Assess. Configuring Keys and Connection To set up the Cloud Assess integration, enter the required URL and keys. If needed, contact SELMA or Cloud Assess support for assistance. Understanding the Configuration Screen The configuration screen displays a log of all transactions …
A tag manager in a student management system is a tool that allows administrators, teachers, and other staff to assign and manage tags (or labels) to students, courses, or other entities within the system. To access the Tag Manager in SELMA click on Setting -> Tag Manager From here tags can be managed for various …
To access Custom fields, navigate to Settings (Cog) -> Custom Fields You can personalise your SELMA instance by adding, editing and re-ordering Custom field 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) and Field …
Navigate to Settings (Cog) -> Lookup Data This section allows you to manage lookup data in drop down lists such as “Contact Types” or “Fee Type” – When editing a lookup data category, you will see that some data is locked for editing (example here highlighted in yellow). This data is used by the system …
Navigate to Settings (Cog) -> Communication Templates The most effective way of using comms in SELMA is to create templates. You can create templates for Emails, Email Attachments and Text Messages. Templates are managed in sections on the comms grid where you can create, search edit, preview or delete – To create a new template, …
Navigate to Settings (Cog) -> Campus Index Here you can add new campuses for your school to view and manage them all in one place. Click on the green plus sign to add a new campus – then, click on Create to save the information. The campus code will be used to generate the Intake Code. …
Navigate to Settings (Cog) -> Account Your basic account details will be set-up by a SELMA consultant, however, you can make changes to by clicking on the green pencil icon. Critical parameters include the “Email,” which represents the email address used for sending emails and texts from SELMA. The “Account Display Name” of your school …
