A Phone/Chat Code is an optional account verification feature within your Client Profile in Portal. 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 authorization code when requesting minor changes to products or services on your account. Mention this authorization code when communicating with our Support team.
Note: Significant service changes or cancellations will require additional approval.
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 access this Phone/Chat Code by clicking "edit" next to a contact and selecting the "Permissions" tab. See: How to grant access to a Client Phone/Chat Code. Customize these permissions according to the specific roles and security protocols within your organization.
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.
Step-by-step guide
Here are the steps you'll need to take:
1: Log in to the Vivio Client Portal.
2: Under "Client Profile," select "View Profile."
3: Scroll down to "CUSTOM FIELDS" and select "Edit."
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.)
5: Select "Save Changes" on the bottom right-hand corner. The pop-up will close.
6: A message will appear at the top of your screen. "Success: Account information updated." Your 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.