4 – Integrations

SELMA offers integration with a variety of software solutions including Microsoft 365, Xero and Salesforce. Our flexible integration capabilities ensure your data flows smoothly across your tech ecosystem.

For further details, check out Integrations section on this Resource Centre or get in touch with us via support@selma.co.nz to explore the full range of available integrations or to discuss custom integration options specific to your business needs.

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8 – Lookup Data

The lookup data menu allows you to manage lookup data in drop down lists such as “Note Types”, “Attendance Codes” or “Marketing Sources”. Navigate to Settings -> Lookup Data When clicking on a lookup data area, you will notice that some lookup data is locked for editing. Those are used by the system to perform …

3 – Security Tips

On this page: Security Settings Navigate to Settings -> Security The security menu is used to set how users will log in to SELMA. A consultant would have set this up for you in the beginning, however, you can make changes to this if you e.g. prefer that all users have to login via 2FA …

6 – Organizations

“Organisations” refers to external parties affiliated with your institution. These may be employers, agencies, other educational institutions, etc. Navigate to Settings -> Organisations To add an organisation, click “Add Organisation” at the top right of the index page. Fill in the form and save your new organisation by clicking “Save Organisation”.  To edit an organisation, …