Account Settings

If there is no email address recorded within your account details, you will be prompted to verify your details when logging in. We have added this feature to help with any future password resets, as your password reset request will be emailed to yo...

If you would like to reset your Synaptic Webline password, you will need to do the following: Complete your Webline number and Username & click 'Send' This will send a password request through to your email address. Click the link 'Reset...

Select Users > View Your Details: This displays a summary of your user details: ...

Select Users > Edit Your Details: User details can be updated. Select Edit User to amend and Update User to save the changes. ...

Clicking the " View All Users " link shows a table of all users registered for that firm (including any that may have been set as disabled for any reason).  The first column shows the user name – the administrator may click t...

Navigate to Users > Add New User By selecting this option, you can add new user accounts for Webline for your firm. Enter the new user details, selecting the relevant Logon Type : ‘Vendor Administrator’ – will allow the user to access a...

There are six links within Edit Your Account , as shown below. Once you have entered any changes, click ‘Update’ at the bottom of the page and you will see a confirmation note. Click your browser’s ‘back’ button and then navigate through the men...

All relevant products are available on your account when you first register, unless disabled by the provider. Select Provider Panel and the particular product category which will bring up a list of providers and their individual products. Select ...

For certain providers, you must enter your agency codes to receive quotes. It is good practice however to enter all of them when setting up Webline.  Selecting Agency Codes will display a table listing all the providers. Select Edit for eac...

Within Commission Settings , select the product type which will display list of providers. Select each product type in turn. Webline gives you the facility to set the value of commission you would like from each product provider for the produc...

Select Users from the top menu bar: The User Options menu is displayed at the top of the screen. The following sections will go through each of these areas in turn. ...

The initial registration provides a single user for your firm – this is your administrator account. An administrator may use the system like any other user, but they have additional privileges including the ability to create new users. So in a firm ...

How do I create a user account on Webline

Register for Synaptic Webline through our website -  www.synaptic.co.uk . Click Login at the top right of the webpage and select Webline. Select Register now Complete contact details and read the Terms and Conditions. Tick to c...

Navigate to Users> Change Password A simple form allows you to enter your old password (for security reasons) and then the new password twice (to ensure it has been entered correctly), before selecting the ‘ Change ’ button. NB: If you a...

After we confirm your registration, you may immediately log on to the service using your administrator user name, and set up your company details using the " Settings " facility in Webline. In this section, you can set panels of products for the quo...

Use this screen to view a summary of your account details including contact name, email and company address. ...

The details here are attached to any application that is downloaded from your consumer-facing website so it is important that these are correct. Note, that you may include a company trading name (useful if you have a website which you operate under...

Navigate to Settings> Edit your account The only details you are unable to change are your regulatory status and FRN number. If you wish to amend these details, please complete the fields on this page and press the send request button. ...

Navigate to Settings> Edit your account This address should match the address registered with the providers in your agency agreements. It is very important that this is correct, particularly your post code. ...

If you would like any applications downloaded from your website, to be sent to a different address to your registered address, you may enable and enter a business reply address on this page. ...

This is used if you are displaying our quote service on a consumer facing website and will display your compliance text to the consumer when they are obtaining a quote. Select Compliance Text and the product category. ...

We provide some general support details under Info , for example user guides, contact details and glossary.  Select the relevant area from the toolbar. ...

This area gives you access to the document library where you can access product related documents for the majority of providers available on Webline. All documentation available in this area is supplied by the providers. Click into Documents in t...

All you require is a PC with internet access and Adobe Acrobat© Reader. There is no additional software to download or maintain. Please note, Webline has been developed using Internet Explorer and currently has not been tested with any other browser...