Webline - Account Settings

Articles

 Email Verification & Password Reset
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Verifying your email address
If there is no email address recorded within your account details, you will be prompted to verify your details when logging in. We have added this feature to help with any future password resets, as your password reset request will be emailed to yo...
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...
 Webline Settings - Agency Codes
Your browser does not support HTML5 video. In this video we show you how to add your Agency codes into the Settings> Vendor Account> Agency Codes area. ...
 Webline Settings - Commission Settings
Your browser does not support HTML5 video. In this video we show you how to add your commission settings into Synaptic Webline. ...
 Webline Settings - Adding New Users
Your browser does not support HTML5 video. In this video we take you through adding new users onto you Synaptic Webline account. ...
 Webline Settings - Provider Panel
Your browser does not support HTML5 video. In this video we take you through the Provider Panel within the Settings area of Synaptic Webline. ...
 Webline Settings - How to disable users
Your browser does not support HTML5 video. In this video we show you how to disable users with your Synaptic Webline account. ...
 Webline Settings - Editing your details
Your browser does not support HTML5 video. In this video we show you how to edit your personal details within your Synaptic Webline account. ...
View Your Details
Select Users > View Your Details: This displays a summary of your user details: ...
Edit Your Details
Select Users > Edit Your Details: ...
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...
Add New User
By selecting this option, you can add new user accounts for Webline for your firm. Enter the new user details, selecting the relevant Logon Type : ‘Vendor Administrator’ – will allow the user to access all the settings area ...
Edit Your Account
There are six links within Edit Your Account , as shown below. Once you have entered any changes, click ‘Update’ at the bottom of the page and you will see a confirmation note. Click your browser’s ‘back’ button and...
Product and Provider Panels
All relevant products are available on your account when you first register, unless disabled by the provider. Select Provider Panel and the particular product category which will bring up a list of providers and their individual products. I...
Agency Codes
For certain providers, you must enter your agency codes to receive quotes. It is good practice however to enter all of them when setting up Webline.  Selecting Agency Codes will display a table listing all the providers. ...
Commission Settings
Within Commission Settings , select the product type which will display list of providers. Webline gives you the facility to set the value of commission you would like from each product provider for the product type.  Each quote of that t...
User Options - Vendor Administrator Access
Select Users from the top menu bar: ...
How to edit your Account Details - Vendor Administrator Access
The initial registration provides a single user for your firm – this is your administrator account. An administrator may use the system like any other user, but they have additional privileges including the ability to create new users. So in a...
How do I create more user accounts on Webline?
How do I create a user account on Webline
Registration
You will need to register online at www.synaptic.co.uk :  We will send you the following logon details: Webline number User name Password We suggest you make a note of these details and keep them in a safe place. The Webline logon p...
Change Password
A simple form allows you to enter your old password (for security reasons) and then the new password twice (to ensure it has been entered correctly), before selecting the ‘ Change ’ button. NB: If you are using the Synaptic Suite...
Settings
After we confirm your registration, you may immediately log on to the service using your administrator user name, and set up your company details using the " Settings " facility in Webline. In this section, you can set panels of products f...
Account Details
Use this screen to view a summary of your account details including contact name, email and company address. ...
Add a new user in Webline
To add a new user to your Webline account, you must be setup as a Vendor Administrator. Start by logging into Webline. Click into 'Users' in the main menu, then 'Add New User'. Complete the details of the new user, a password a...
Change Company Name/Contact Details
The details here are attached to any application that is downloaded from your consumer-facing website so it is important that these are correct. Note, that you may include a company trading name (useful if you have a website which you operate under...
Change Regulatory Details
The only details you are unable to change are your regulatory status and FRN number. If you wish to amend these details, please complete the fields on this page and press the send request button. This will email the change request to Webline...
Change Registered Address
This address should match the address registered with the providers in your agency agreements. It is very important that this is correct, particularly your post code. ...
Set or Edit a Business Reply Address
If you would like any applications downloaded from your website, to be sent to a different address to your registered address, you may enable and enter a business reply address on this page. ...
Compliance Text
This is used if you are displaying our quote service on a consumer facing website and will display your compliance text to the consumer when they are obtaining a quote. Select Compliance Text and the product category. ...
Info
We provide some general support details under Info , for example user guides, contact details and glossary.  Select the relevant area from the toolbar. ...
Documents
This area gives you access to the document library where you can access product related documents for the majority of providers available on Webline. All documentation available in this area is supplied by the providers. Click into Documents in t...
Software Required
All you require is a PC with internet access and Adobe Acrobat© Reader. There is no additional software to download or maintain. Please note, Webline has been developed using Internet Explorer and currently has not been tested with any other br...