In this section:
To integrate your SELMA instance with MS O365 Email API, please follow the below steps.
It is recommended that these settings are done by your IT department.
Access the Azure Portal:
- Go to the Azure portal (Click Me).
- Sign in with your Azure account credentials.
Navigate to App Registrations:
Alternatively:
In the left-hand menu, click on “Azure Active Directory” or “Microsoft Entra ID” (This is the new name).
Under “Manage”, select “App registrations”.
Create a New Registration:
- Click on “New registration” at the top of the page.
- Enter a name for your application in the “Name” field.
- Choose the supported account types for your application.
- Options include:
- Accounts in this organizational directory only (Single-Tenant)
- Accounts in any organizational directory (Multitenant)
- Accounts in any organizational directory and personal Microsoft accounts
- Personal Microsoft accounts only
- Select the “Redirect URI” (also known as “Reply URL”) for your application. This is the location where the Microsoft identity platform redirects a user’s client and sends security tokens after authentication.
- URL to use in SELMA:
- https://
- Click “Register” to create your application.
- Configure Platform Settings:
- After registration, you’ll be taken to the overview page of your application.
- Under “Manage”, select “Authentication”.
- Here, you can configure additional settings for your application, such as enabling ID tokens, access tokens, and refresh tokens, and setting the allowed token lifetimes.
- For SELMA integration you do not need to change any settings here, apart of adding the redirect URL.
- Add API Permissions to access specific Microsoft Graph APIs, you can add these permissions under “API permissions”.
- Click “Add a permission”, select the Microsoft Graph API you want to access, and grant the necessary permissions.
Please set the following APP permissions with parent Microsoft Graph.:
Microsoft Graph (8) | |||||
Mail.Send | Delegated | Send mail as a user | No | ||
Mail.Send | Application | Send mail as any user | Yes | ||
User.Read | Delegated | Sign in and read user profile | No | ||
User.ReadWrite.All | Application | Read and write all users’ full profiles | Yes |
- Generate a Client Secret:
- To authenticate your application, you need to generate a client secret.
- Navigate to “Certificates & secrets” under “Manage”.
- Click “New client secret”, provide a description, select an expiration period.
- click “Add”.
- Copy the client secret value immediately, as you won’t be able to retrieve it later.
- Find Your Application (Client) ID:
- Your application’s (client) ID is displayed on the overview page of your application. This ID is used to identify your application when it communicates with the Microsoft identity platform.
Enter the generated Keys and App ID into SELMA Settings
MS365 Email
Edit the provider and in the “MS 365 Email Settings” enter the APP keys and save the settings.
To test connection to the MS 365 Email, please click on the “Test Connection” button.
It will show success pop-up message if integration is correctly set-up or an error message if unsuccessful.
Next step is to link an email(s) account as the “Client” (Provider ) email. This is a main email address that will be used to send the emails from the provider account. E.G. support@example.com You can enter more than one email address.
After entering email(s), click on the “Validate” button, to confirm that this email(s) exist in your Microsoft 365 company account.
If all is setup correctly, you can now test sending an email. Please click on the “Send test Email” button, fill up the form and send the email. The “From” entry will be auto populated with the default email. If more than one email is registered as official Provider email, you can select from which email you are sending the message.
The test email should appear in your Microsoft Outlook client in the “Sent Emails” folder.
If you have more than one provider, the whole process should be repeated for each provider.
Please note: if all providers use the same Microsoft account and all MX records are pointing to the same server, regardless of email domain, you only need to setup one provider.
Setup Individual Email Account
To set-up individual ( user ) email, please go to user profile.
On the profile page, please select the provider that you wish to link (or are allowed to link) your email address (mailbox) . You do not need to select your email address; SELMA will use your email that is already in the system.
Please click on the “Link Mailbox” button to enable your email to use Microsoft 365 Email services, you should be redirected to Microsoft login, please log in and allow the app to connect with your account. Please note that SELMA cannot read emails in your mailbox.
After successful login, you will be redirected back to SELMA to confirm the integration.
Testing the mailbox
You can test if your mailbox is setup correctly by sending a test email. It should appear in your “send emails” folder in the MS Outlook client or web MS Outlook client.
From now on, you can use the MS Office Email in SELMA.
Using MS Office 365 Email in SELMA
If MS Office 365 Email integration is not enabled in your instance, emails will just work as usual.
Intake Emails
To send an email from Intake, please go to “Students” tab and from the “Student Actions” button, select “Send Email”
This action will open the “slide in” window with the list of students to select for the email. Select individual students or select all students from the list and click on the “Next” button.
This update introduces an enhanced email form that allows you to set the “From” and “BCC” fields. Please note that the “CC” field has been removed from the new form.
The “From” field will automatically default to the email address of the user currently logged into SELMA. The “BCC” field will offer options to select the provider’s nominated email addresses, as configured.
Additionally, the email body can now be directly loaded from a template into the email body editor and modified as needed. Alternatively, you can manually type the email body without selecting a template.
Please note that when the “multi provider” functions are enabled, each template must be assigned to a provider. If a template is missing from the selection, please edit the email template and assign it to the desired provider.
In the case of the single provider, all templates are auto assigned to the provider.
List of templates in the dropdown selection is driven by the Intakes programme owning school (provider).
Document Attachment
It is now possible to attach multiple files to an email. You can select multiple files from your PC, use a predesigned template, or attach a report. You can also attach all of the above if needed.
Class Emails
Sending emails from a class is very similar to sending emails from Intake. Please select the “Enrolments” tab, click on the “Action” button, and choose “Send Email.”
This action will open a slide-in window. We have added more functionality to this window, allowing you to filter student emails by Employer/Organization, Enrolment Status, or Intake.
If the “multi provider” functions are enabled, you must select a provider for the “From” email address. Otherwise, it will default to the provider email set up in SELMA.
Once the selection is made, click on the “Next” button. On the following screen, please select the “From” address. If you wish to include emergency and stakeholder contacts in the email, please select the appropriate box.
File or template attachments work the same way as when sending an email from the Intake.
Enrolment Email
To send the email from the Enrolment, click on the “Enrolment Actions” button and select the Email Student option.
This will open a slide-in window with options to select “From,” “CC,” and “BCC” email addresses. The “To” address is preselected with the student’s email address.
The “CC” and “BCC” fields are multi-select, allowing you to add as many email addresses as you wish. Simply type in the address and click on “Add address.”
Adding attachments to the email works the same way as in the Intake or Class attachments. If the “multi provider” functions are enabled, please ensure that templates are assigned to the correct provider for this enrolment.
The email body can be free text or selected from a template. If a template is selected, the Subject and Email Body will auto-populate from the template.
Student Email
To send an email to student, please click on the “Student Action” button and select “Send Email” link.
This action will open a slide-in window. If “multi provider” is enabled, please select the provider and fill in all other form fields as usual. Selecting the provider first will ensure that the correct templates and email address are selected for the student.
The From field is preselected with the email of the logged in user or you can select emails that are setup in MS Office 365 configuration. The CC and BCC fields will contain the list of the contacts and stakeholders to select. Both fields are multi select.
You can enter free text for email body or select the template to load as email body. The Subject and Email body will be loaded from the template.
As per previous email action, you can select and attach any number of documents form your PC or select from the available templates.
Offer Of Place Email
Is the student has a selection of the “Interested in Programme” and “Interested in Intake”, the Offer Of Place option will be available under the “Student Actions” button.
To send the OOP email, follow the same procedure as per sending the email to the student. Only difference is that for email body templates, only template marked as OOP will be available for selection.
If you need more help, please contact SELMA support.