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You may create a Phone/Chat Code for each Authorized Contact listed on your Client account.  Or an Authorized Contact may create their own.  Either contact type may use the Step-by-step guide below.   If you are an Authorized Contact listed on an account and do not have access to the fields in the guide below, please contact the Primary Contact on the account.  They will need to either create the Phone/Chat Code for you or change the permissions for your profile. 

Each Authorized Contact may use their code to conveniently authorize work to be completed by our Support Team when communicating via phone calls or chat sessions. They may also use their authorization code when requesting minor changes to products or services on your Client account. Customize these permissions according to the specific roles and security protocols within your organization.

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

To permit an Authorized Contact to view your existing Client Phone/Chat Code instead, see: How to grant access to a Client Phone/Chat Code.

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.

Step-by-step guide

1:  Log in to the Vivio Client Portal.

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

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

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

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.) 

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

7.  A message will appear at the top of your screen.  "Success: Contact updated."  This Phone/Chat Code is now ready for use!

If you need any help creating or changing a Phone/Chat Code, please contact our Support team.