Client Dashboard

Request Feed Overview
The Request Feed in the Flinks Client Dashboard enables you to see all the users who are connecting their accounts through your integration of Flinks Connec...
Thu, 30 Sep, 2021 at 12:51 PM
Getting Statements
If you have statements enabled on your instance, a "Download" button will be visible on the account if the statement is available. Clicking the do...
Thu, 30 Sep, 2021 at 1:07 PM
Refresh data from the Client Dashboard
If you want to retrieve the most recent transactions from an account, you can simply use the Refresh button, which will create a new request to connect to t...
Thu, 30 Sep, 2021 at 2:05 PM
Viewing Attributes Reports
If you have an Attributes package enable, you can view the report by clicking on the user's name in the request feed. Once on the user's detail pa...
Thu, 30 Sep, 2021 at 3:17 PM
Bank Verification Invitation
Increase your amount of connections by providing your users with easy, efficient access to bank verification. If you’re using the Flinks Connect hosted ...
Wed, 6 Oct, 2021 at 3:18 PM
Fetching your API credentials
The credentials that are necessary in order to make API calls to your instance are available in your Dashboard account. Please mind the steps below in order...
Thu, 4 Nov, 2021 at 2:57 PM
Toggling between instances/environments
In case your company has access to multiple instances, you are able to toggle between them directly through the Dashboard.  Please mind the snapshots be...
Tue, 26 Apr, 2022 at 3:19 PM
Inviting new team members
As an Owner or Admin, you have total control over the Project's access through the Dashboard.  Please mind the steps below in order to invite addit...
Wed, 27 Apr, 2022 at 10:31 AM
Assigning requests to team members
The Dashboard provides an optional feature through which the connections can be treated as applications. As of now, it is possible to assign a connection to...
Wed, 27 Apr, 2022 at 2:44 PM