Course content

Wells Fargo sign-in options: written steps

Who does this: Administrators

Wells Fargo is moving to username and password sign-in, and your connection should be ready for either method.

This training covers

  1. The API mode and how credentials are sent
  2. Test and production credentials

Before you start

  • Only administrators see the credentials.
  • Switching the API mode gets a new token.
  • The certificate and key are optional.

Wells Fargo sign-in options

  1. Contacts > Leasing Companies > Wells Fargo.
  2. WF API Mode and WF Credentials Sent As.
  3. Test and production credentials; certificate and key optional.

What you just did

  • Checked the API mode and the credentials setting
  • Found the test and production credentials

That's wells Fargo sign-in options, and the end of this course. Thanks for training with us.

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