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  1. Welcome

Getting started

Your first steps with LYNKS: initial login, understanding roles and permissions, exploring the interface, and common workflows by user role.

Introduction

Welcome to LYNKS, the enterprise payments platform designed for corporate treasurers, financial controllers, and payment approvers. This guide provides your first steps with the platform, from initial login through understanding your role and exploring the interface based on your responsibilities.

LYNKS streamlines treasury operations, payment processing, and cash management with secure workflows and compliant processes. Whether you're managing payments, approving transactions, or administering the system, this guide helps you navigate your first experience with confidence.


Initial login and authentication setup

Before accessing LYNKS for the first time, you need proper credentials and an authentication method configured by your system administrator.

Accessing LYNKS

LYNKS is available through two environment URLs:

  • Production environment: https://[your-tenant].lynks.lu
  • Sandbox environment: https://uat-[your-tenant].lynks.lu (for testing and training)

Your system administrator provides your tenant name and environment URL during onboarding.

Authentication methods

LYNKS supports multiple authentication methods configured per tenant:

  • Single Sign-On (SSO) - Corporate identity provider integration
  • LuxTrust - Qualified electronic signatures with eIDAS compliance
  • LYNKS Mobile App - Mobile authentication with biometric support

LYNKS login screen displaying available authentication methods for your tenant

Your organization determines which methods are available based on security requirements. For detailed setup instructions for each authentication method, see Authentication Methods - Detailed setup and usage of SSO, LuxTrust, and mobile app authentication.

First login steps

When accessing LYNKS for the first time:

  1. Navigate to your tenant URL provided by your administrator
  2. Select your configured authentication method from the login screen
  3. Complete authentication using your credentials or device
  4. Review and accept any terms of service or policy agreements
  5. Verify your user profile information is correct
  6. Configure your notification preferences for alerts and updates
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Multi-Factor Authentication

All authentication methods in LYNKS implement multi-factor authentication for enhanced security. You may need to verify your identity through multiple steps during first login.


Understanding your role and permissions

LYNKS uses role-based access control to manage what you can see and do. Your permissions determine which modules appear in your navigation, what actions you can perform, and which data you can access.

Common user roles

Organizations typically implement these role types:

RoleDescription
AdministratorCan manage accounts settings and users
AccountantCan view account balances and generate reports
Office ManagerCan view account balances, create payments and generate reports
Head of AccountingCan manage accounts, payments, authorise counterparty accounts and perform KYC screenings
LYNKS WebDAVTechnical role for WebDAV integration
Administrator (approve only)Approver of tenant settings changes
External APIExternal API rights limited to Counterparties

How permissions work

Navigation visibility - Features you cannot access do not appear in the navigation panel. If a module is visible, you have at least read permission for that feature.

Action availability - Specific actions (create, edit, approve, delete) are only available if you have corresponding permissions.

Data scope - Your permissions may be scoped to specific accounts, payment categories, or counterparty groups.

If you need access to additional features, contact your system administrator. For complete details on the permission system, see Permissions - Comprehensive explanation of access control and role-based permissions.


Exploring the interface and navigation

The LYNKS interface uses consistent navigation patterns across all modules, making it easy to find features and work efficiently.

Sidebar navigation

The sidebar navigation on the left side of your screen provides access to all LYNKS modules you have permission to use.

Sidebar navigation panel showing available modules

Take time to explore the available modules in your sidebar navigation. Common starting points include:

  • Dashboard - Financial overview and key metrics
  • Action Center - Tasks and approvals requiring your attention
  • Bank Accounts - Account monitoring and transaction history
  • Outgoing Payments - Create and manage credit transfers
  • Tenant Settings - Administrative configuration (if you're an administrator)

Modules not visible in your sidebar navigation are either disabled for your tenant or require permissions you do not have.

Top bar features

Top bar showing notification bell, user profile, and tenant switcher

Notification bell - Click the bell icon to view pending actions and system updates.

Notification panel displaying pending actions and updates

User profile menu - Access account settings, notification preferences, and language selection.

Tenant switcher - If you have access to multiple organizations, switch between them here.

Working with tables

LYNKS uses consistent table functionality across all modules for managing payments, accounts, counterparties, and transactions.

Table toolbar with search, filters, column customization, and view options

Key table features:

  • Search - Quickly locate specific entries
  • Filters - Narrow down data using multiple criteria
  • Column customization - Show, hide, and reorder columns
  • Saved views - Save your preferred table configurations

All tables work the same way, so learning them once applies everywhere. For comprehensive navigation details including advanced filtering, view management, and sorting, see Platform Navigation - Detailed guide to the head-up display, table views, filters, and search functionality.


Common workflows by user role

Understanding typical workflows for your role helps you navigate LYNKS efficiently and complete tasks quickly. The following sections outline common activities for each user type.

Treasury manager workflows

Treasury managers focus on payment creation, account monitoring, and liquidity management.

Daily activities

Morning review - Check the dashboard for overnight transactions, account balances, and any failed payments requiring attention. Review the action center for pending approvals or tasks assigned to you.

Payment creation - Create credit transfers manually using the payment form or upload bulk payments from your accounting system. Attach supporting documents and select appropriate payment categories for routing.

Account monitoring - Review account balances and transaction history to track cash positions. Monitor scheduled payments and standing orders for upcoming executions.

Standing order management - Configure recurring payments for routine obligations like rent, subscriptions, or regular supplier payments. Set up recurrence patterns and validity periods.

Common tasks

  • Create single or bulk credit transfers with proper documentation
  • Monitor account balances across all accounts and currencies
  • Review transaction history for reconciliation purposes
  • Configure standing orders for recurring payments
  • Generate reports for cash flow analysis
  • Manage counterparties and beneficiary information

For detailed payment creation steps, see Credit Transfers - Review payment details before approval.

Payment approver / signatory workflows

Approvers review and authorize payments according to signatory rules and approval limits.

Daily activities

Action center review - Start your day by checking the action center for payments awaiting your signature. Payments are organized by urgency and priority to help you focus on time-sensitive approvals.

Payment review - Open each payment to review details including beneficiary information, amount, category, execution date, and attached documents. Verify accuracy before approving.

Digital signing - Approve payments using your configured authentication method (SSO, LuxTrust, or LYNKS Mobile App). Your approval moves the payment to the next stage in the workflow.

Rejection handling - If a payment contains errors or lacks proper documentation, reject it with a comment explaining the issue. The creator receives notification and can correct the payment.

Common tasks

  • Review pending payments in the action center
  • Verify payment details and supporting documents
  • Approve payments within your authorization limits
  • Reject incorrect or incomplete payments with feedback
  • Monitor payment execution status after approval
  • Track approval history for audit purposes

For approval workflow details, see Approvals - How approval workflows and signature processes function and Signatory Rules - Approval workflow configuration.

Compliance officer workflows

Compliance officers focus on risk management, counterparty monitoring, and regulatory compliance.

Daily activities

KYC screening review - Check the action center for counterparty screenings requiring review. Investigate any matches against sanctions lists, PEP databases, or adverse media.

Counterparty monitoring - Review automated monitoring results for existing counterparties. Escalate high-risk findings and document investigation outcomes.

Blacklist management - Maintain the blacklist of prohibited accounts. Add accounts identified through compliance investigations and remove accounts when appropriate.

Report generation - Generate compliance reports documenting screening results, risk assessments, and monitoring activities for regulatory submissions.

Common tasks

  • Review KYC screening results and investigate matches
  • Monitor counterparties for ongoing compliance
  • Manage blacklisted accounts for prohibited transactions
  • Document compliance investigations and outcomes
  • Generate regulatory and audit reports
  • Configure counterparty monitoring frequencies

For risk management details, see Risk Management - KYC screening and risk assessment.

System administrator workflows

Administrators configure tenant settings, manage users, and maintain the system configuration.

Setup activities

User management - Create user accounts for new employees, assign permissions based on roles, and configure group memberships for efficient access control.

Account configuration - Set up ordering party accounts, configure account groups, and define account properties including aliases and balance display settings.

Signatory rules - Define approval workflows by configuring signatory rules with parameters including accounts, amount ranges, currencies, and payment categories. Test rules to ensure proper coverage.

Payment categories - Create custom payment categories for organizing payments and applying specific routing or approval logic. Configure category-based permissions.

Feature flags - Request feature enablement from Finologee support when your organization needs additional modules like cash concentration, KYC monitoring, or WebDAV integration.

Common tasks

  • Create and manage user accounts and groups
  • Assign permissions and configure access control
  • Set up and modify signatory rules for approval workflows
  • Create payment categories for classification
  • Configure account groups and properties
  • Manage pending changes and review change history
  • Monitor system usage and user activity

For administrative configuration details, see Tenant Settings - Administrative configuration for users, accounts, and rules.

Finance controller workflows

Finance controllers focus on monitoring, reporting, and financial analysis.

Daily activities

Dashboard review - Monitor key financial metrics including total balances, active payments, and transaction status across all accounts. Track cashflow evolution and overdue payments.

Transaction analysis - Review transaction history to analyze spending patterns, identify trends, and support reconciliation processes. Filter transactions by various criteria for targeted analysis.

Report generation - Generate regular reports for management including payment summaries, account statements, and transaction exports. Schedule automated reports for recurring needs.

Currency monitoring - If your organization operates in multiple currencies, monitor exchange rate impacts on balances and transactions. Review consolidated views in base currency.

Common tasks

  • Monitor dashboard widgets for financial metrics
  • Generate payment and transaction reports
  • Analyze spending by category or account
  • Review multi-currency balances and conversions
  • Export data for external analysis
  • Track overdue payments and aging

For reporting capabilities, see Reports - Account balance reports and statement exports.

Fund manager workflows

Fund managers handle specialized fund operations including capital calls and investor communications.

Capital call activities

Capital call creation - Create capital calls with investor-specific allocations, payment instructions, and deadlines. Calculate amounts based on commitment percentages.

Investor notifications - Send automated notifications informing investors of capital call requirements, amounts due, and payment deadlines. Ensure all required documentation is included.

Payment tracking - Monitor capital call responses and payments from investors. Track which investors have paid and follow up on outstanding commitments.

Reconciliation - Match received funds to capital call requests. Document payment confirmations and update investor records with contribution status.

Common tasks

  • Create and manage capital calls
  • Calculate investor allocations
  • Send notifications to investors
  • Track payment receipts
  • Reconcile investor contributions
  • Generate fund-specific reports

For fund management details, see Fund Management.


Setting up your preferences and notifications

Configure your preferences to customize how LYNKS works for you and ensure you receive timely notifications.

Notification preferences

LYNKS supports multiple notification channels:

In-app notifications - Displayed in the notification bell icon (enabled by default for all users)

Email notifications - Receive email alerts for critical events like payment approvals and failed transactions

SMS notifications - Text message alerts for high-priority, time-sensitive events

Quick setup

To configure notifications:

  1. Click your name in the top right corner
  2. Select "Notification Preferences"
  3. Enable or disable email and SMS notifications for each event type
  4. Save your preferences

Notification preferences screen for customizing alert channels

Best practice: At minimum, enable notifications for actions requiring your approval or signature to avoid missing time-sensitive tasks.

For detailed notification configuration, see Notifications - Configure notification preferences and channels.

Interface preferences

Language selection - Choose your preferred interface language from the user profile menu

Table views - Your column preferences, filters, and sorting choices save automatically

Dashboard filters - Widget filter preferences persist across sessions


What to explore next based on your responsibilities

Now that you understand the basics of LYNKS, focus on the features most relevant to your role and responsibilities.

For treasury managers

Explore payment creation and account management features:

Core Concepts:

Platform Features:

For payment approvers

Focus on approval workflows and signature processes:

Core Concepts:

Platform Features:

Security & Authentication:

For compliance officers

Explore risk management and monitoring features:

Platform Features:

Security & Authentication:

For system administrators

Review administrative configuration sections:

Core Concepts:

Platform Features:

For all users

These sections provide foundational knowledge beneficial to everyone:

Core Concepts:

Support & Help:


Related documentation

Explore these related sections to continue learning about LYNKS:

Core Concepts:

Platform Features:

Security & Authentication:

Support:


Support

If you have questions about getting started with LYNKS or need assistance with your account setup, contact our support team at [email protected]. Our dedicated customer care team is available to help with technical setup, credentials, and platform orientation.

Updated 3 days ago