Managing Resources
Integration resources are provider-specific items that you manage after connecting a provider. Not every provider has resources — they are specific to providers that expose configurable items like email addresses, phone numbers, or webhook endpoints. Resources live at the instance level (Tier 4 of the integration model) and are shared across all users connected to that instance.
What Are Resources
Resources are the operational building blocks of an integration. They bridge the gap between "we are connected to Postmark" and "we can actually send emails from hello@otesse.com." Without resources, a connected provider has credentials but no operational configuration.
| Resource Type | Provider | What It Represents |
|---|---|---|
| Sender Email | Postmark | A verified email address used as the "From" address when sending transactional emails |
| Phone Number | Quo (OpenPhone) | A provisioned phone number used as the "From" number when sending SMS messages |
| Webhook URL | Stripe | An endpoint URL where Stripe sends payment event notifications |
| Model Preference | Anthropic | The selected AI model for content generation features |
Accessing Resource Management
Resources are managed through the Connected Apps drawer:
- Navigate to Settings > Integrations > Connected Apps
- Click on a connected provider to open its management drawer
- The drawer displays provider-specific resource management options
Each provider's drawer is tailored to its resource types. Postmark shows a table of sender emails, Quo shows phone numbers, and providers without resources (like Mapbox) show a simpler connection status view.
Postmark: Sender Emails
Postmark resources are sender email addresses — the addresses that appear in the "From" field when Otesse sends transactional emails (booking confirmations, invoice notifications, password resets).
Adding a Sender Email
- Open the Postmark provider drawer from Connected Apps
- Click "Add Sender Email"
- Enter the email address (e.g., support@otesse.com)
- Optionally provide a display label (e.g., "Support Team")
- Click "Save"
The email is created as an IntegrationResource with resourceType: "sender_email".
Setting a Default
One sender email must be marked as the default. The default email is used by the Email Builder as the pre-selected "From" address when creating new email campaigns or templates.
To set a default:
- Click the star icon next to any sender email
- The previous default is automatically un-starred
- The Email Builder immediately picks up the change
Editing and Deleting
- Edit: Click the pencil icon to modify the label or email address
- Delete: Click the trash icon to remove the sender email. A confirmation dialog appears: "Remove this sender email? It will no longer be available in the Email Builder."
Verification Status
Each sender email has a verification status:
| Status | Meaning |
|---|---|
| Verified | The email is confirmed and ready to send |
| Pending | Verification is in progress |
| Unverified | The email has not been verified with Postmark |
Only verified emails can be used for sending. Unverified emails appear in the resource list but are not available in the Email Builder's "From" dropdown.
Quo (OpenPhone): Phone Numbers
Quo resources are phone numbers used for SMS messaging. They appear in the SMS Builder's "From" dropdown.
Adding a Phone Number
- Open the Quo provider drawer from Connected Apps
- Click "Add Phone Number"
- Enter the phone number in E.164 format (e.g., +15550100)
- Optionally provide a display label (e.g., "Main Business Line")
- Click "Save"
Managing Phone Numbers
The management interface mirrors the Postmark experience:
- Default number: One number is marked as default and pre-selected in the SMS Builder
- Edit: Modify the label or number
- Delete: Remove the number with confirmation
Stripe: Webhook Endpoints
Stripe resources are webhook endpoint URLs where Stripe delivers payment event notifications (successful payments, failed charges, subscription changes).
Viewing Webhook Status
The Stripe drawer shows:
- Connection status (connected/error)
- Active webhook endpoints with their delivery health
- Recent webhook events received
Active/Inactive Toggle
Administrators can toggle the Stripe integration active or inactive. When inactive, Stripe webhook events are not processed (they receive a 410 Gone response).
Other Providers
Providers without resource types (Mapbox, Google Maps, Geoapify) display a simplified drawer:
| Section | Content |
|---|---|
| Connection Status | Green dot for connected, red for error |
| Active Toggle | Enable or disable the integration |
| API Key Status | Masked display of the stored key (last 4 characters) |
| Last Health Check | Timestamp and result of the most recent health check |
Workflow Integration
Resources are not standalone — they are referenced by other features in the platform:
| Feature | Resource Used | How |
|---|---|---|
| Email Builder | Postmark sender emails | "From" address dropdown populated from Postmark resources where isDefault = true or selected manually |
| SMS Builder | Quo phone numbers | "From" number dropdown populated from Quo resources |
| Payment Processing | Stripe webhook URLs | Stripe events delivered to configured webhook endpoints |
| AI Features | Anthropic model preference | Content generation uses the selected model |
When you add or remove a resource, the dependent features update immediately. If you delete a sender email that is currently selected in an email template, the template falls back to the default sender email.
Resource Limits
| Provider | Max Resources | Notes |
|---|---|---|
| Postmark | 50 sender emails | Postmark account limits may apply independently |
| Quo | 25 phone numbers | Based on provisioned numbers in your Quo account |
| Stripe | 10 webhook endpoints | Stripe webhook limits may apply independently |
| Anthropic | 1 model preference | Single active model selection |
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