How do I add or manage provider accounts?

Last updated: November 5, 2026

Use Provider Accounts to add and manage the provider account credentials Whippy uses for messaging, voice, phone, SIP, and provider-specific services.

Before you start

  • Confirm you have permission to manage provider accounts.

  • Collect the provider credentials required by the provider account form.

  • Plan credential changes carefully because affected channels may stop working if credentials are incorrect.

Steps

  1. Open Settings > Accounts.

  2. Click Add account to create a provider account.

  3. Enter a clear account name.

  4. Add the provider-specific credential fields shown in the form.

  5. Save the provider account.

  6. Open the provider account later when you need account settings such as Domains, Phones, or Auto Provision.

Tips

  • Use descriptive account names that identify provider, environment, or purpose.

  • Store provider credentials according to your organization’s security process.

  • Update provider credentials during a planned maintenance window when possible.

  • Review affected channels after changing provider account credentials.

Troubleshooting

  • If provider account creation fails, review required credentials and retry.

  • If you cannot edit a provider account, ask an admin to review your permissions.

  • If channels stop working after credential changes, recheck the provider credential and test affected channels.