Getting Started with the Dashboard

Finding your API credentials

Your API credentials are located in the Dashboard Settings page.

Navigate to Settings.

Go to the Environments tab.

Locate your environment (Sandbox or Production) and expand the row.

You will find the following credentials:

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.

Each instance is isolated: requests, data, and configuration from one environment do not affect another.

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

Explore each of these features in the following pages.

Accessing the Dashboard