By default, access to view a Phone/Chat Code is only given to the Primary Contact listed within an account. You may allow other Authorized Contacts on the account to view this Phone/Chat Code by following the instructions below. Customize these permissions according to the specific roles and security protocols within your organization.
Haven't created a Client Phone/Chat Code yet? See: How to create or change a Client Phone/Chat Code in Portal.
You may also create Phone/Chat Codes for each individual Authorized Contact. See: How to create or change an Authorized Contact Phone/Chat Code in Portal.
Access to Phone/Chat Codes should only be given to users with your approval to submit requests to our Support team, as they may incur additional costs to your expected monthly services.
Here are the steps you'll need to take:
1: Log in to the Vivio Client Portal.
2: Under "Client Profile," select "View Contacts."
3: Select "Edit" on the line to the right of the contact . A new pop-up will open.
4. In the new pop-up that has opened, select the "Permissions" tab at the top.
5: Click the arrow beside "Client Profile" to expand and view more options.
6: On the "Profile" line, under "View," select "Allow."
7: Select "Update" to save these changes. The pop-up will close.
8: A message will appear at the top of your screen. "Success: Contact updated." This contact now has viewing access to your Client Phone/Access Code.
If you need any help granting permissions for your Phone/Chat Code, please contact our Support team.