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Configure SMS Delivery

Configuration → Settings → SMS

Enable SMS delivery for identity-verification codes and notifications, monitor available credits, and confirm users can receive messages before relying on SMS in a workflow.

NIM’s SMS service is provided by Tools4ever. Its primary use is delivering one-time passcodes (OTPs) for Onboarding and self-service password reset, where users need to verify identity before an account action can run.

Before you enable SMSDirect link to Before you enable SMS

SMS credit codeA valid SMS credit code supplied by Tools4ever for this NIM environment.
Eligible contact dataMobile numbers stored in international format, for example +12061237890.
Delivery designAn OTP-enabled onboarding or password-reset flow, plus the SMS notification template and event action it requires.
Need SMS access?

Contact Tools4ever Support or your Tools4ever representative to obtain or renew the SMS credit code required by your environment.

Configure and test SMS deliveryDirect link to Configure and test SMS delivery

  1. Go to Configuration → Settings → SMS.
  2. Paste the supplied value into Credit Code.
  3. Set Enabled to enable SMS notifications, then select Save.
  4. Enter a controlled mobile number in Send test Message, including the country code, and send a test.
  5. Confirm the message arrives before enabling SMS as the only verification path for users.

Success looks like thisSMS is enabled, the test message reaches the expected phone, and the Credits value remains available for the production verification messages you plan to send.

Understand the SMS settingsDirect link to Understand the SMS settings

FieldPurposeWhat to check
Credit CodeActivates the SMS capability and associates it with the supplied credit allocation.Use the code issued by Tools4ever; do not share it in notification templates or user-facing pages.
EnabledTurns SMS notifications on or off.Enable only after confirming the credit code and test delivery.
CreditsShows the messages available to the license. SMS stops sending when credits are depleted.Review this value routinely, especially before high-volume onboarding periods.
Send test MessageSends a controlled test to a specified mobile number.Include the country code and verify delivery to an accessible test phone.

Use SMS in identity workflowsDirect link to Use SMS in identity workflows

SMS settings enable delivery, but each workflow still needs its own notification configuration.

Onboarding OTP
Let a new user choose SMS or email to receive a one-time passcode before setting their first password.

Onboarding SMS notifications
Create the SMS template and event action that sends the OTP for a specific onboarding profile.

Password-reset SMS notifications
Create the template and event action that sends verification codes during password reset.

Keep SMS reliableDirect link to Keep SMS reliable

  • Normalize mobile numbers before adding people to an OTP workflow. Use the +<country code><phone number> format without spaces or punctuation.
  • Include an email verification option where possible so users have a fallback if their phone cannot receive messages.
  • Monitor SMS credits as part of regular administration; replenishment is required before messages stop sending.
  • Test after changing the credit code, modifying a notification template, or introducing a new user population.
Email is configured separately

For welcome messages and email-based OTP delivery, configure NIM email delivery separately.

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