To set up a user, ensure that you create their account in the proper environment:

  1. There are 4 environment, you should have an administrative account:
    1. HOU
    2. BTR
    3. DFW
    4. TPA
  2. When you are logged in, go to My Profile:
  3. Go to: Manage Users and Email Preferences
  4. You will need to validate your security via text, phone or email.
  5. You will need to know the type of the new user:
    1. Finance manager
    2. Marketing
    3. Office manager
    4. Owner
    5. Sales manager
    6. Sales representative
    7. Support staff
  6. Additionally, find another user that is the same role and apply the same settings/roles for the new user:
  7. To add the user, click on Add User:
  8. Enter the user's username in the following format:
    1. User Information:
      1. First name initial, last name, Region
      2. For instance: Ricardo Murillo in Region: Houston:
        1. rmurilloHOU
      3. Enter their Name and company position
    2. Security Code Delivery Preference:
      1. For the Contact Method, select Mobile phone
      2. Enter their email address and phone.
      3. For the Delivery Channel, select Text
      4. Under This user is a Training Contact, select No
    3. Emails from Wells Fargo Retail Services:
      1. You can leave this empty
    4. Select user roles:
      1. Provide the same roles as an existing user with the same role.
    5. Click the Submit button: