Add a New User

  • 1 minute(s) read
Prev Next

Staff users must have the following permissions to add users:

  • Can add user - To add a new customer/member

  • Can add staff user - To add a new staff member

Note: You can only add a new business user if they have an organizational profile on the core. To add users in bulk, contact your Narmi Relationship Manager.

Add a New Customer/Member

To add a new customer user:

  1. From the Narmi Command sidebar, select Customers or Members.

  2. From the user list page that appears, select Add customer/member.

    Aqua Financial user list interface with "Customers" sidebar option highlighted. The "Add customer" button is also highlighted.

  3. On the Add customer page that appears, select whether the new user is Personal (consumer) or Business (Account holder/Signer only). Enter the customer’s username, email address, and core user ID.
    Form for adding a customer with fields for username, email, and IDs.

  4. Select Add customer. New users receive an email notification with information on activating their account.

Add a New Staff User

Adding Staff Users Outside Your Institution’s Domain

To allow staff users from outside your institution's domain to access Narmi Command, you'll first need to configure the permitted domain(s), then add them as staff users. To configure the permitted domain(s), go to Narmi Command under Configurations > Institution settings > Permitted Staff User Email Domains and add the outside domain(s). Multiple domains should be separated by a comma and each domain should be contained in single quotes.

"Permitted staff user email domains" institution setting showing narmi.com in brackets and quotes.

To add a new staff user:

  1. From the Narmi Command sidebar, select Staff members > Staff > Add staff member.
    Aqua Financial staff management interface displaying staff details and options to add members.

  2. Enter the user info:

    • Enter the staff user's First name, Last name, and Email address.

    • Add the user’s 2FA phone number. If your staff users log in via single sign-on, this field is hidden.
      Note: The phone number entered must be able to receive SMS messages because it will be automatically set as the staff user's two-factor authentication device.

    • Select Permissions, either Admin or Non-admin.

    • For non-admins, you'll also select a Role. For more information on roles, go to Manage Roles.

      Form fields for adding a staff member, including name, email, and permissions.


  3. Select Add staff member. New staff users receive an email notification with information on activating their account.

To change a staff user's Admin permissions, go to their user profile sidebar.

Related articles