Configure a provider in Notify

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure a conference provider or a phone number to be used as choices for initiating a conference call. For sending SMS, configure preferences for phone numbers.

    Before you begin

    Role required: notify_admin

    About this task

    Procedure

    1. Navigate to All > Notify > Provider Selector.
    2. Click New.
    3. On the form, 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.
      Condition Conditions on the source table based on which provider selectors is applied.
      Active Indicates whether the provider is active.
      Catch-all Selects this provider if no other Provider Selector matches.
      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 section, click New.
    6. Search for the conference provider or the Notify group that contains the phone numbers for initiating a conference.
      For sending SMS, search for the Notify group that contains the phone numbers.
    7. Click Submit.