Articles
Synaptic Pathways - How to reset a users password
Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...
Setup - Attitude to Risk Questionnaire
To send Attitude to Risk Questionnaires (ATRQ) direct to your clients to complete, you must set up a unique URL for your system. The URL will be sent in an email to the client and will show in their browser, so you should choose a name that the cli...
How to reset a users password
As an Administrator, you are responsible for resetting users passwords in Synaptic Pathways. If you are not an administrator, you will not have the permission to do this. If you are an administrator and require and password reset, see article Admi...
Administrator Password Reset
If you are an Administrator and you require a password reset, you will need to contact our Application Support Team on 0808 164 5463 Option 1 or email Support@synaptic.co.uk to do this for you. If you are an Administrator and a user requires a pa...
Adding New Users
To assign licences, you will have to be an admin user Navigate to Setup in the top right of the screen: Type 'users' in quick find box on the top left of the screen. In the Users list, select ‘Users’ If you would like to add one new user...
How to grant access to Support
If you need our Support Team to look at an issue within your system, your System Administrator can grant access for a set period of time. Click on the ‘Astro’ logo at top right & click on ‘Settings’ From the menu bar on the left select ‘Grant A...
User did not receive a password reset email
Your email provider may be blocking the emails coming from Salesforce. Please see the article for further information - https://help.salesforce.com/articleView?id=000325381&type=1&mode= ...
I've pinned a task to the navigation bar, how do I unpin it?
If you have pinned a task to the navigation bar (as seen below) the drop down arrow will disappear. To remove a pinned task, go to the edit pen on the top right of the screen: Remove by clicking the cross next to the task: Click 'Save...
How do I access Synaptic Pathways if I already use Salesforce?
The application is available on the Salesforce App Store and can be downloaded for immediate use. ...
Password reset – I cannot bypass the security question, how can I gain access?
If you have had your password reset and cannot bypass the security question, we will need to resolve this for you. Contact our Application Support Team on 0808 164 5463 Option 1 or email Support@synaptic.co.uk ...
Assigning Whole of Market Permissions
As an Administrator, you are able to enable Whole of Market Mode for users. Navigate to Setup at the top right of the screen: Type Users into the Quick Find box Click Users under Users: Click into the user you would like to a...