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Provider Configuration

Applies to: 0.1.1-Phase1B · Permission:

Overview

Configure the connected communications provider settings used by voice or SMS features.

Requirements

Administration access and provider account credentials.

Step-by-Step Instructions

  1. Open provider settings
  2. Enter the required account details
  3. Save
  4. Test the related SMS or voice workflow.

Screenshots

Screenshots for this article are managed from production OneSuite captures and appear here when attached.

Tips & Best Practices

Limit provider credential access to trusted administrators.

Troubleshooting

If tests fail, verify credentials and provider account status.

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Last Updated: July 7, 2026