> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flinks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started with the Dashboard

> Learn how to access the Flinks Dashboard, find your API credentials, and switch between environments.

The Flinks Dashboard is a web interface that provides access to a collection of features to help you manage your financial data, monitor requests, and configure your integration.

## 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](https://help.flinks.com/support/home).

## Finding your API credentials

Your API credentials are located in the Dashboard Settings page.

1. Log in to the Flinks Dashboard.
2. Navigate to **Settings**.
3. Go to the **Environments** tab.
4. 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                               |

<Note>
  The sandbox credentials listed in the Dashboard are for Dashboard testing only. For API sandbox testing, use the [Toolbox credentials](/guides/getting-started/testing-environments#toolbox-credentials).
</Note>

## Switching between instances

If you have access to multiple environments (e.g., Sandbox, Staging, Production), you can switch between them:

1. Click on your **profile icon** or the **environment selector** in the Dashboard header.
2. Select the instance you want to switch to from the dropdown.
3. 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.