The first step in creating a user is to specify their access information.
Every user must have a unique Username so we've simplified the
process of selecting a username by tying it to your e-mail address. When setting
up a user, you have two choices: either use your own existing e-mail account
from Yahoo, MSN or your own external system, or use one of your CertMail
accounts. Since CertMail accounts share your domain name (baytownmortgage.biz),
using these helps reinforce your website brand name.
- Enter your preferred e-mail address into the box provided. If you intend
to create a new CertMail account, remember to mark the XSite's
CertMail option first.
- Enter a password in the Password text box. For best
results, use the password strength indicator to help you formulate a strong
password to guard your account.
- Select a Security Question to protect your account and
type the Answer to the question into the box provided.
- Type your Mobile Number in the field provided and choose
your Mobile Provider from the drop-down list.
- In the Mobile PIN field, type a numeric code that you'd
like to use when accessing your site from a mobile device. This is optional,
but most users find it much easier to enter a number on a mobile phone or PDA
than a text string.
- Select the Time Zone for this user from the drop-down
menu.
- If you'd like specific messages to be sent to your mobile device (phone,
PDA, etc.) Check the box to Turn on TXT notifications to your mobile
device. Any messages relayed through your website's mobile
tools are now passed on to your mobile device via text message.
- Enter any relevant User
Information and specify any necessary User
Privileges. Then, click Save to create/update your
account or move on to the User Information section to enter further
information about your new user profile.
If you're creating a CertMail user, be sure to fill out the CertMail specific
details as well.
- Enter the user's full name into the E-mail Friendly Name
field. This is the name that appears in the Address field of
messages sent from your CertMail account.
- As necessary, create any CertMail
e-mail aliases you wish to use with this account.
Once your CertMail account has been created, a link is added to this section
allowing you to log into your CertMail account.