Updated Articles

1.  Synaptic Pathways - Attitude to Risk Questionnaire Updated

   Last Updated: 12/05/2025 in Synaptic Pathways Risk Illustrations Risk Illustrations - Videos
   Your browser does not support HTML5 video. Creating an Attitude to Risk Questionnaire to send to the client, how to complete the Attitude to Risk Questionnaire on behalf of your client & setting manually. A Capacity for Loss questionnaire...

2. Assigning Whole of Market Permissions

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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...

3. Password reset – I cannot bypass the security question, how can I gain access?

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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   ...

4. How do I access Synaptic Pathways if I already use Salesforce?

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   The application is available on the  Salesforce App Store  and can be downloaded for immediate use.   ...

5. I've pinned a task to the navigation bar, how do I unpin it?

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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 'Sa...

6. User did not receive a password reset email

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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=   ...

7. How to grant access to Support

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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...

8. Adding New Users

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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 us...

9. Administrator Password Reset

   Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
   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 ...

10. How to reset a users password

    Last Updated: 16/06/2025 in Synaptic Pathways Pathways Administration
    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 Ad...

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