Pathways Administration

Your browser does not support HTML5 video. How an Administrator can reset a users password in Synaptic Pathways ...

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...

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...

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...

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...

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...

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...

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=   ...

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...

The application is available on the  Salesforce App Store  and can be downloaded for immediate use.   Creating a Trial - Existing Salesforce Customers ...

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   ...

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...

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=   ...