Accessing the Dashboard
Your Flinks Representative provides Dashboard access during onboarding. If you need credentials or access, contact your Flinks Representative or open a ticket via the Support Portal.Finding your API credentials
Your API credentials are located in the Dashboard Settings page.- Log in to the Flinks Dashboard.
- Navigate to Settings.
- Go to the Environments tab.
- Locate your environment (Sandbox or Production) and expand the row.
| Credential | Description |
|---|---|
| Customer ID | Your unique customerId GUID used in API URL paths |
| API Domain | Your instance-specific API base URL (e.g., https://{company}-api.private.fin.ag) |
| Iframe URL | Your instance-specific iframe URL for Flinks Connect |
The sandbox credentials listed in the Dashboard are for Dashboard testing only. For API sandbox testing, use the Toolbox credentials.
Switching between instances
If you have access to multiple environments (e.g., Sandbox, Staging, Production), you can switch between them:- Click on your profile icon or the environment selector in the Dashboard header.
- Select the instance you want to switch to from the dropdown.
- The Dashboard reloads with data from the selected environment.
What you can do in the Dashboard
The Dashboard provides several tools and views:| Feature | Description |
|---|---|
| Request Feed | View and filter all connection requests, their status, and account details |
| Team Management | Invite team members, assign roles, and configure security settings |
| Request Insight | View the full details of an individual request, including its KYC/KYB information, status, account and transaction data |
| Enrichment Reports | A suite of reports (Income, Credit Risk, User Analysis, Lending, and Business Analysis) that transform raw transactional data into real-time, actionable insights. Each report surfaces a set of attributes that reveal key aspects of your clients’ financial profile and consumer behavior. |
| External Data | Import data from third-party sources or upload financial documents, such as bank statements and void cheques, via Flinks Uploads. Uploaded documents are automatically processed and the relevant data is extracted. |
| Tools | Download statements, refresh data, view Attributes reports, view fraud analysis verdicts, send Bank Verification Invitations, manage and delegate requests to users |
| Settings | Manage API credentials, environments, and configuration |