Providers
Manage the retry order, retry count, fail-over, and activation settings of the services that send notifications.
The Providers screen is where you configure the order in which your email, SMS, and push services actually send notifications, how many times they retry, and which service acts as a fail-over if the primary service fails. Use this screen to shift sending to another service if there is an issue with an SMS or email provider, or to disable a service. These settings immediately affect real sending.
Accessing the screen
Navigate from the menu: Notifications & Logs › Providers. The screen title appears as Notification providers. If you do not see it in the menu, your account does not have permission for this screen.
Screen sections
- Header: Notification providers with the description "Services that send notifications, retry order, and fail-over settings."
- Filter card: Service name field and selected detailed filters; Clear, Detailed filters, and Filter buttons.
- List card: Per page selection, record counter (filter result), Add provider button, refresh icon, Columns menu, table, and pagination.
The list loads unfiltered as soon as the screen opens.
Filtering and searching
Filters apply when you press the Filter button; Clear empties all and refreshes the list.
| Field | Purpose | Tip |
|---|---|---|
| Service name | Shows records of a single service. Always visible. | Not free text; selected from defined service names; All shows all. |
| Live | Yes: active providers; No: disabled ones. | Added from the Detailed filters menu. |
| Provider type | Providers of a specific type (e.g., email, SMS). | Added from the Detailed filters menu. |
List
| Column | Meaning |
|---|---|
| Service | Name of the service sending the notification. Cannot be hidden. |
| Type | Provider type (email, SMS, etc.). |
| Status | Live (green) or No (gray: disabled). |
| Fail-over | Yes (blue): this service activates if the primary service fails; No: not a fail-over. |
| Order | Retry order. Lower value is tried first. |
| Trial | Number of retries if sending fails. |
Page size can be 25, 50, or 100. If you have edit permissions, clicking a row opens the provider edit window.
Actions
Adding a provider
- Click the Add provider button on the list card.
- Fill out the form (fields below).
- Click Save. If Service or Provider type is not selected, or Order or Trial is out of range or not an integer, a Required field warning appears below the relevant field.
- In the confirmation window, review the warning "Order, fail-over, and activation settings immediately change which service performs real sending." and the sentence asking which type of provider the service will be added as, then confirm with Save. Cancel returns to the form.
If successful, a Saved notification appears, the window closes, and the list refreshes. If rejected, an error notification appears and the window remains open.
| Field | Required | Description / rule |
|---|---|---|
| Service | Yes | Selected from defined service names. |
| Provider type | Yes | The type of sending the service will be used for. |
| Order | — | Integer between 0 and 999. Lower value is tried first. Defaults to 1 on new record; if left empty, 0 is saved. |
| Trial | — | Integer between 0 and 99. Defaults to 1 on new record; if left empty, 0 is saved. |
| Live | — | If checked, the service is used in sending. Checked by default on new record. |
| Fail-over | — | If checked, the service activates if the primary service fails. Unchecked by default on new record. |
Editing a provider
- Click a row or select Edit provider from the three-dot menu at the row end.
- The form opens with saved values. Change fields like Order, Trial, Live, or Fail-over.
- Click Save. In the confirmation window, read the live sending warning and the update question including the service name and type, then confirm with Save.
If successful, a Saved notification appears, the window closes, and the list refreshes; changes take effect immediately. If rejected, a Something went wrong notification appears and the window remains open. The Copy option in the three-dot menu copies the provider record ID to the clipboard.
Disabling a service
There is no delete operation on the screen. To stop a service from sending, uncheck Live in the edit window and save. If you want another service of the same type to take over sending, ensure that service is Live and has an appropriate Order value.
If you do not see the Add provider button and clicking rows does not open a window, your account lacks permission to modify provider settings; you can only view the list.
Statuses
| Status (on screen text) | Meaning | Next step |
|---|---|---|
| Live | Service is used in sending. | — |
| No (Status column) | Service is disabled. | Edit and check Live to reuse. |
| Yes (Fail-over column) | Service is defined as fail-over. | Ensure correct order alongside the primary service. |
Common situations
- "Required field" appears when clicking Save. Service and Provider type must be selected; Order must be an integer between 0–999, Trial between 0–99. The warning appears even if a value is entered but out of range or decimal.
- The service I am looking for is not in the Service list. Only defined service names appear in the list. If a registered provider’s service is no longer defined, you still see the current name selected in the edit window.
- Sendings are going from the fail-over service. The primary service may be failing. Find affected records using the Fell back filter on the Sending records screen and check error messages in the Logs tab.
- Unexpected service sends after changes. Compare Order values; the service with the lower value and Live checked is tried first.