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.
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 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.