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Configure a provider in Notify

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Configure a provider in Notify

Configure a provider or a phone number to provide choices for sending an SMS message or initiating a conference call.

Before you begin

Role required: notify_admin

Procedure

  1. Navigate to Notify > Provider Selector.
  2. Click New.
  3. Fill in the fields.
    Table 1. Provider selector fields
    Field Description
    Name Name of the provider you are adding.
    Order Order in which the provider appears when multiple providers are configured.
    Source table The table to which this provider needs to be added.
    Active Indicates whether the provider is active.
    Default Makes this provider the default.
    Manual selection Disables the automatic selection of this provider, for example, if in a communication plan you want to use this provider only as a forced communication channel.
  4. Click Submit.
  5. In the Provider Selector Choices related link, click New.
  6. Search for the group that contains the numbers for initiating a call in a task record and click Submit.
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