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Navigating Flinq

Find offices, product areas, records, profile settings and release information in Flinq.

Katrin Erb Written by Katrin Erb Updated Published

Use the office switcher, navigation groups, search and user menu to move around Flinq.

Switch offices

Use the office switcher to choose the office you want to work in. Each office has its own users, banking configuration, reporting context and enabled products. Always check the selected office before changing settings or importing data.

Use the main navigation

  • Dashboard shows office-level balance, exposure and interest metrics when you have dashboard access.

  • Banking contains statements, bank accounts and related banking records.

  • Interest Pooling contains interest pools and payment runs when enabled.

  • Fixed Term Deposits appears when that product is available and enabled.

  • Settings contains users, roles, Office Settings and Organisation Settings according to your permissions.

Find records

Use global search for supported records, or open a list page and use its search, filters, grouping and archived-record controls. Row actions are for quick tasks; open a record when you need its full details, relationships or History timeline.

Use your profile and notifications

Open the user menu to manage your profile, password, two-factor authentication, language and notification preferences. The notification bell shows in-app operational notifications.

See product changes

Select What's new from the user menu to read release notes. New or changed pages may remain hidden if the related office feature or permission is not enabled.

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