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Communication Settings Overview

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In The Smart DMS, communication settings — including those for calls, WhatsApp, SMS, and email — can be configured at both the Tenant level and the Central level. However, the system follows a clear priority rule to decide which settings to use when sending messages or initiating communication.

Priority Rule #

Tenant-level communication settings always take priority over Central-level settings.

This means if a Tenant (e.g., a specific branch or business unit) has its own communication credentials configured, the system will use those settings first — even if Central settings are also available.

Example #

Let’s say you’ve configured the following:

If a task update or notification is triggered within Tenant A, the system will use Tenant A’s SMS settings, not the Central default. Only if Tenant A has no SMS settings configured will the system fall back to the Central-level configuration.

Why This Matters #

This layered setup gives you flexibility and control:

  • Each Tenant can use different service providers or dedicated numbers
  • The Central admin team can still provide fallback communication infrastructure
  • Communication remains Tenant-aware, personalized, and manageable at scale

To setup communication settings, go to Communication > Settings, then select Call, Email, SMS or WhatsApp settings.