Configure a provider for Notify in Service Operations Workspace

Configure a conference provider to be used as a choice for initiating a conference call.

Before you begin

Role required: notify_admin

Procedure

1. Navigate to All > Service Operations Workspace Admin Center > Configurations.
2. Select Notify, and then select Notify Configurations.
3. Select Configure against Configure your provider preferences.
4. Select New.
5. On the form, fill in the fields.

   Table 1. Provider selector fields

   Field	Description
   Name	Name of the provider you’re adding.
   Order	Order in which the provider appears when multiple providers are configured.
   Source table	The table to which this provider must be added.
   Condition	Conditions on the source table based on which provider selectors are 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.

6. Select Submit.
7. In the Provider Selector Choices section, select New.
8. 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.
9. Select Submit.