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How do I add custom asset types?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

From here you can create custom asset types for the organisation (and children) or view the types that have been inherited from the parent organisation. You would need to create asset types for the user in order that they exist before the user can ...
How do I setup client service levels?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

This area is accessed from the left hand menu underneath the Organisation Structure tab by selecting the Service levels tab under the Contacts section. Under this area there are four default service levels which can be changed to suit the need...
How do I reset a users password?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

Any user passwords can be reset by highlighting the user and clicking on the reset password button on the ribbon bar. New password can then be entered. Click Change Password to complete the process. This will immediately change t...
How do I delete and edit a user?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

Highlight an organisation to access the edit and delete buttons in the ribbon bar. If the user is highlighted, the administrator is able to edit, delete and reset passwords. There is also an upload certificate button but it is advised that this is d...
How do I find a user?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

It is also possible to find a user by clicking on the find user button in the ribbon bar. The administrator will then need to search on either the username or other details and click Search . This will return a list of all users ...
What can someone in a Modeller Journey Override role see and do?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

This role is for users that are allowed to define the Modeller journey taken in each goal i.e. depart from the default set at the organisation. The administrator will have to tick the ‘Modeller Journey Override’ box. This will allow the user ...
What can someone in a Corporate User role see and do?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

This role is for Providers use only and controls the special deals functionality in Comparator/Illustrator. Only a Synaptic Software Limited system administrator can assign a corporate licence.
What can someone in a EMP User role see and do?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

This role is specifically designed for organisations that do not hold a Synaptic licence but wish to receive valuations directly from the EMP via a back office system. It can only be set for a user who has a service account created for them.
What can someone in a EMP administrator role see and do?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

This role allows access to the EMP (Enterprise Messaging Platform – Contract Enquiry) administration console in the Synaptic Client interface. From here the user can; Agree the contracts in order for your users to be able to use Contract Enquiry ...
What can someone in a Administrator role see and do?

Last Updated: 19/02/2020 in Synaptic Suite Synaptic Suite Settings Settings - Have a Question?

This role allows the user to setup all of the settings described in this guide. User can create/edit /delete users in your organisation and assign roles and licences User can create/edit /delete child organisations and assign licences to the chil...