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13 articles for “command palette”

Getting started Find your way around …settings, Administration, FX rates, Platform health The command palette Press Ctrl+K (Windows and Linux) or ⌘K (Mac) from anywhere — or / when you are not typing in a field — to open Search or jump…
How-to guides Search for any customer, account or case FlowSentry gives you three ways to find something: the command palette for a quick jump, full search for free text, and the customer and account registers when you need filters. All three show only…
Blog & updates Introducing the new FlowSentry experience …and it stays open. Your browser remembers the choice. A command palette Press Ctrl+K on Windows or Linux, ⌘K on a Mac, or / when you are not typing in a field. The Search or jump to box takes part of…
Reference Keyboard shortcuts …keys work in every list, menu and dialog. On a Mac, use ⌘ (Command) wherever this page says Ctrl. Global shortcuts These work on every page once you are signed in. Shortcut Windows and Linux Mac What…
FAQs General questions …page you cannot open never appears in the rail, flyouts or command palette. The same checks run on the server every time you act, so hiding a button is never the only control. If you believe you need…
FAQs Troubleshooting …page you cannot open never appears in the rail, flyouts or command palette, and actions your role cannot take are not offered. Some pages are read-only for certain roles, for example auditors and QA…
Guides Analyst guide …icon to open its flyout of pages; pin it to keep it open. Command palette: Ctrl+K (⌘K on a Mac) or /. Type part of a page name, an action such as "create rule", or a customer, account, case or rule…
Reference Glossary …a statutory list or scores above your four-eyes threshold. Command palette The search-and-jump box opened with Ctrl+K (⌘K on a Mac) or /. Type a page, action or record reference and press Enter.…
How-to guides Propose and approve a KYC change …of duties)." Propose a change Find the customer. Use the command palette (Ctrl+K or ⌘K) or the Customers register at /customers. On the customer profile, select Edit KYC details, or Edit on the…
Reference Release notes …a one-line description. Pin a flyout to keep it open. A command palette (Ctrl+K or ⌘K) to jump to any page, action or record. Dark mode, with Light, Dark and System themes remembered per browser.…
FAQs Security and access …you cannot open does not appear in the rail, flyouts or command palette. Ask your administrator if you think you need it. Related Sign in and MFA Roles overview Security and privacy overview…
Reference Troubleshooting and error messages …Go to the dashboard or Go back, then search with the command palette Connection and errors Message as shown What it means What to do Rejoining the server… The live connection dropped and is…
User roles User roles at a glance …follows your roles The icon rail, the flyouts and the command palette show only the pages your roles allow. A page you cannot open never appears, and every action is checked again on the server when…