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A Phone/Chat Code is an optional account verification feature within your Portal account.  Creating a phone/chat code allows you to conveniently authorize work to be completed by our Support Team when communicating via phone calls or chat sessions.  You may also use this code when requesting minor changes to products or services on your account.  Mention this code when communicating with our Support team.

Note: Significant service changes or cancellations will require additional approval.

You may create a phone/chat code for an entire account or each authorized contact or user on the account.  Customize these permissions according to the specific roles and security protocols within your organization.

Step-by-step guides in this article:

• Managing Phone/Chat Codes
• Managing Phone/Chat Codes
• Managing Phone/Chat Codes
• Managing Phone/Chat Codes

Your account-wide phone/chat code 

Follow these steps to create or change the account-wide phone/chat code for your account.

Step 1:  Log in to the Vivio Client Portal.

Step 2:  Under "Client Profile," select "View Profile."

Step 3:  Scroll down to "CUSTOM FIELDS" and select "Edit."

Step 4:  In the new pop-up that opens, choose a new Phone/Chat Code and type it in.  (A minimum of eight characters is required. Do not use personally identifiable information such as your Social Security number or date of birth.) 

Step 5:  Select "Save Changes" on the bottom right-hand corner.  The pop-up will close.

Step 6:  A message will appear at the top of your screen.  "Success: Account information updated."  Your account-wide phone/chat code is now ready to use!

If you need any help creating or changing the Phone/Chat Code for your account, please get in touch with our Support team. 

Allowing your other users to see the account-wide code 

Follow these steps to let another user see your account-wide phone/chat code.

Step 1:  Log in to the Vivio Client Portal.

Step 2:  Under "Client Profile," select "View Contacts." 

Step 3:  Select "Edit" on the line to the right of the contact.  A new pop-up will open.

Step 4:  In the new pop-up that has opened, select the "Permissions" tab at the top.

Step 5:  Click the arrow beside "Client Profile" to expand and view more options.

Step 6:  On the "Profile" line, under "View," select "Allow."  This change gives this user permission to view the account profile page.

Step 7:  Select "Update" to save these changes. The pop-up will close.

Step 8:  A message will appear at the top of your screen.  "Success: Contact updated."  This user is now able to view the account-wide phone/chat code.  Repeat these steps for each additional user.

If you need any help changing the permissions for your account-wide phone/chat code, please get in touch with our Support team.

Creating individual codes for your other users 

Follow these steps to create a unique phone/chat code for a user on your account.

Step 1:  Log in to the Vivio Client Portal.

Step 2:  Under "Client Profile," select "View Contacts." 

Step 3:  Select "Edit" to the right of the contact listing.  A new pop-up will open.

Step 4:  In the new pop-up that opens, select the "Custom Fields" tab at the top.

Step 5:  Select a new Phone/Chat Code and type it in.  (A minimum of eight characters is required.  Do not use personally identifiable information such as your Social Security number or date of birth.) 

Step 6:  Select "Update" on the bottom right-hand corner.  The pop-up will close.

Step 7:  A message will appear at the top of your screen.  "Success: Contact updated."  This phone/chat code is now ready for use!  (Be sure to let this user know what it is!)  Repeat these steps for each additional user.

If you need any help creating or changing a phone/chat code for a user on your account, please get in touch with our Support team. 

Changing permissions for your other users 

Follow these steps for a user to be able to view or edit their unique code.  

Step 1:  Log in to the Vivio Client Portal.

Step 2:  Under "Client Profile," select "View Contacts." 

Step 3:  Select "Edit" to the right of the contact listing.  A new pop-up will open.

Step 4:  In the new pop-up that has opened, select the "Permissions" tab at the top.

Step 5:  Click the arrow beside "Client Profile" to expand and view more options.

Step 6:  On the "Manage Contacts" line, select "Allow" in the "View" and "Update" columns, as shown below.  These changes allow this user to view and update information in the "Contacts" section.

Step 7:  Select "Update" to save these changes.  The pop-up will close.

Step 8:  A message will appear at the top of your screen.  "Success: Contact updated."  This user can now view and update their phone/chat code.  Repeat these steps for each additional user.

If you need any help updating permissions for the other users on your account, please get in touch with our Support team. 

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