Product and Fund - Account Settings

Each user account for Synaptic Research can only be used from one computer at once. If person A logs in using an account, and person B then logs in using the same account, person A will be automatically logged out without warning. There’s a s...

Your firm may have a limit on the maximum number of people who are allowed to use the system at the same time. You will see an error message (like the one illustrated by the screenshot below) if you try to log on when the cap has already been reache...

User accounts can be deleted by opening the account, and then clicking on the Delete user  link in the menu bar. Please note that accounts can be disabled – via the  Account Settings section of the user details – as well as ...

Your ability to create new user accounts depends on the type of licence you have bought for Synaptic Research. If you have only paid for the basic edition of the software then you may not be able to create new accounts. The top section of the main ...

You can view your user details and change your password by going to the home page and clicking on your name in the menu bar. You can then change your password by using the Change your password  link in the menu bar of the account-details page....

When your firm subscribes to Synaptic Research you will be given an administrative user account for modifying your firm’s details. We recommend that you change the password on this account as soon as possible. You simply log in as the adminis...

You can view all your firm’s users by clicking on the User list  link on the menu bar of the home page. This link is hidden unless either (a) you are an administrator for your firm, or (b) you have been given the ability to carry out fil...

This article explains how to add your Agency Codes into Synaptic Research so that the link with Webline can be used.  As long as your Webline username and password are recorded in Synaptic Research, you will be able to use the link between the...