To streamline your operations, staff members can assign or unassign multiple ACH and wire transactions for review. Whether assigning transactions to themselves or a colleague, these actions are performed directly from the ACH Manager and Wire Manager in Narmi Command.
Once assigned, the staff member receives an immediate notification in their Narmi Command Inbox. This seamless flow eliminates duplicate reviews and reduces the time spent determining which items require attention. By establishing clear task ownership and institution-wide visibility, your team can prioritize urgent transfers more effectively, improving productivity while maintaining strict accountability throughout the review process.
To enable transaction assignment, please contact your Narmi Relationship Manager.
In this article:
Permissions
Staff users must have the following permissions to assign or unassign transactions.
Can view staff assignment – To view assignees in ACH Manager and Wire Manager
Can change staff assignment – To assign ACH and wire transactions to a staff member
Note: Staff users need the permissions above to assign and unassign transactions, but all staff users in the organization can be assigned a transaction without needing permissions.
To set permissions, from the Narmi Command sidebar, select Staff members > Roles.
Assign a Transaction
Note: Only transactions in “Review” status can be assigned.
To assign a transaction to a staff member:
To assign an ACH transaction, from the Narmi Command sidebar, select Transactions > ACH manager. Then select Account opening, Transfers, or Payments.
To assign a wire transaction, from the Narmi Command sidebar, select Transactions > Wire manager.
Select the Review tab. Check the box next to the transaction(s) you need to assign, select the three dots, and choose Assign to.
To select all transactions, check the top box.
Select a staff member from the list that appears.
The assignee’s name populates the Assignee column, and the assignee receives a notification in their Narmi Command Inbox.
Unassign a Transaction
To unassign a transaction:
To unassign an ACH transaction, from the Narmi Command sidebar, select Transactions > ACH manager. Then select Account opening, Transfers, or Payments.
To unassign a wire transaction, from the Narmi Command sidebar, select Transactions > Wire manager.
Select the Review tab. Check the box next to the transaction(s) you need to unassign, select the three dots, and choose Assign to.
To select all transactions, check the top box.
Select No assignee.
Note: Notifications for unassigned transactions will remain in staff inboxes.