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

# Introduction

<Frame>
  <img src="https://mintcdn.com/finhost-3a1dec92/nQQ1VWsDbuOkpfoy/images/intro.png?fit=max&auto=format&n=nQQ1VWsDbuOkpfoy&q=85&s=72a7593d5a76c1bb478468b421539be7" alt="" style={{ borderRadius: '0.5rem' }} width="2878" height="1422" data-path="images/intro.png" />
</Frame>

<Note>
  This page focuses on the **Backoffice** (admin panel) used by your team (ops, compliance, support, finance). If you’re integrating the API, see the **API Integration — Introduction**.
</Note>

## What is the Backoffice?

A secure, web-based admin tool for managing **users, accounts, cards, transactions, reporting, and compliance workflows** in your white‑label banking stack.

<Columns cols={3}>
  <Card title="Reports" icon="chart-simple" href="/reports">Dashboards, onboarding, reconciliation.</Card>
  <Card title="Bank management" icon="users" href="/bank-management">Individuals, corporates, transactions, cards.</Card>
  <Card title="Administration" icon="lock" href="/administration">Admins, contracts, revenue accounts, requests.</Card>
</Columns>

***

## Access & invitations

<Warning>
  Backoffice **sign‑up is restricted**. Admin users are **created by the Finhost team** or by existing admins. There is **no public self‑registration** form.
</Warning>

**To request initial access**, provide to Finhost:

* First name
* Last name
* Email (work)

You’ll receive an **invitation email** with your **username** and a **temporary password**. After first sign‑in you’ll be prompted to change it.

<Tip>
  Once the first admin is created, that admin can **invite additional admins** directly from **Administration → Administrators** (permissions apply).
</Tip>

***

## Sign in (with 2FA)

1. Open your Backoffice URL.
2. Enter your **email** and **temporary password** from the invitation.
3. Set up **two‑factor authentication (2FA)** with **Google Authenticator**.
4. Use the **one‑time code** to complete login.

<Info>
  If you change devices, ask another admin to temporarily disable 2FA for your user, then set it up again on the new device.
</Info>

***

## Navigation primer

Use the left navigation to reach the main areas:

* **Reports** → **Dashboard**, **Onboarding**, **Reconciliation**
* **Bank management** → **Individuals**, **Corporates**, **Transactions**, **Cards**
* **Administration** → **Administrators**, **Contracts**, **Revenue accounts**, **Requests**

<Tip>
  Use the **search** (look for the search bar or **⌘K**) to quickly jump to entities by name, email, or ID.
</Tip>

***

## Role‑based quick starts

<Columns cols={2}>
  <Card title="Compliance" icon="shield" href="/bank-management">
    Review KYC/KYB states, run manual checks, monitor high‑risk transactions, and approve/decline **Requests**.
  </Card>

  <Card title="Operations" icon="list-check" href="/bank-management">
    Create accounts, view balances & bank details, troubleshoot failed payouts, and reconcile **Reports** daily.
  </Card>
</Columns>

<Columns cols={2}>
  <Card title="Support" icon="headset" href="/bank-management">
    Locate users, reset access (with policy), view recent transactions, and raise internal **Requests** to compliance.
  </Card>

  <Card title="Finance" icon="coins" href="/reports">
    Track KPI dashboards, export onboarding & reconciliation datasets, and audit **Revenue accounts**.
  </Card>
</Columns>

***

## Daily checklist

* [ ] Review **Dashboard** KPIs & alerts
* [ ] Process pending **Requests** (limits, accounts, compliance flags)
* [ ] Clear today’s **Onboarding** queue
* [ ] Reconcile **incoming/outgoing** payments
* [ ] Sample check of **high‑value transactions**
* [ ] Audit recent **admin actions** (spot check)

***