Updated Articles

  1. Password Reset

    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...
  2. How do I create more user accounts on Webline?

    How do I create a user account on Webline
  3. Logging into Webline

    Webline can be accessed via the Synaptic Software Limited website.  Go to the Synaptic website – www.synaptic.co.uk   and scroll down the screen until you find the ‘log in’ option. Click on Synaptic. This will take ...
  4. View All Users

    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 admi...
  5. Why have I not received a password reset email?

    There could be a few reasons why you have not received a password reset email: Have you entered the correct Webline number and username? Have you checked your junk folder? Your email address may not be within your user details (you should have s...
  6. Webline Play - Colour Options

    Webline Play allows you to set a primary and secondary colour of your choice, which can be based on your website colour scheme. All you need is the Hex colour codes you would like to use (we can help with this if needed) and can be discussed with y...
  7. Setting up contract enquiry

    For some Providers you will need to use credentials that are unique to you. This can be either via a Unipass or with specific usernames and passwords. In order for Contract Enquiry to work you will need to input these details in your Account Setti...
  8. Scenario Modelling Report

    There will be a number of questions to answer before being able to produce the report, it can include a manual ATR reason and a closing statement if required: Once done, use the Next button to produce the report: The report opens in a sepa...
  9. Reviewing a Goal

    Start a goal review by selecting the magnifying glass symbol at the end of the goal you wish to review. You can then work your way through the different steps available for reviewing the client’s goal. Goal Details area allows you to...
  10. Finding Existing Goals

    Once a goal has been added and modelled it can be located at a later date by finding the client and clicking on Goals within the client’s record: Once this has been clicked, a list of all the Goals recorded for this client will be displaye...