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Admin Platform
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Admin Platform
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About the Admin Platform
Elevate your team's daily workflows and enhance the customer experience with our Admin platform. Used in tandem with our Account Opening and/or Digital Banking products, your staff can support your users at various points in their digital journey, b...
Admin Dashboard
Once you log in, the Admin Platform opens to the Dashboard, which allows you to see quick metrics about your Digital Banking and Account Opening products. Summarized information provides data insight that all staff roles can access. This article des...
Manage Users - Admin
With Manage Users in the Admin Platform, you can search for, add, edit, and perform other actions on users of Digital Banking or Account Opening, whether they are your staff or your customers/members. This category describes features of the Manage U...
Admin Applications
If your financial institution uses our Account Opening products (Consumer and/or Business Account Opening), you can review or manage all submitted or pending applications in the Admin Platform. This category describes features of the Applications pa...
Admin Messages
Users can send secure messages to your financial institution from the Support hub in Digital Banking. As part of your daily workflow, you can view and reply to those messages in the Admin Platform. Only staff members with the "add secure message" ...
Analytics/Reports
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Institution Settings
With Institution Settings, your staff members can adjust your institution's configuration settings in real-time. This category provides an overview of Institution Settings and how to edit settings. Use caution when editing Institution Settings. Fo...
NAF Apps
Video: NAF Apps Self-Service Walkthrough NAF Apps is our self-service functionality designed to help you easily embed applications into your Digital Banking experience. NAF Apps leverages the Narmi Application Framework (NAF) and allows you t...
More Options (Cog Wheel Menu)
More Admin Platform features are available in the cog wheel menu. To access this menu, from the Admin Platform, select the cog wheel. This category describes additional features available in this menu. Your options may vary depending on your financi...
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