Configure a provider in Notify

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.