The table below outlines the most common Narmi Grow staff permissions that are managed in Narmi Command. This is not a complete list of permissions.
The roles listed under the "Potential Roles" section of the table are examples and NOT required; your financial institution has full autonomy over role creation to best suit your needs. Please reach out to your Narmi Relationship Manager with any questions.
Overview | Potential Roles | |||||||
Subject | Permission | Description | Additional Notes | Narmi Command Navigation | Customer Service | Risk & Controls | Ops | Admin |
ACH Transactions | Can view ACH transaction | Can use AO ACH Manager to view transactions and download NACHA files | ACH transaction permissions | Transactions > ACH Manager > Account opening | X | X | X | X |
ACH Transactions | Can change ACH transaction | Can approve or reject ACH transactions in AO ACH Manager | ACH transaction permissions | Transactions > ACH Manager > Account opening | X | X | X | |
ACH Transactions | Can process ACH transaction | Can manually process ACH transactions in AO ACH Manager | ACH transaction permissions | Transactions > ACH Manager > Account opening | X | X | X | |
Applications | Can manage an applicant's information | Ability to update an applicant's information through Narmi Command | Applications are tracked within Narmi Command and can be modified if they are in 'Creating' state | Account opening > Applications | X | X | X | |
Applications | Can view AO products | Ability to view products in Product List Manager | Manage the products your institution offers to applicants during Account Opening | Account opening > Product list manager | X | X | X | |
Applications | Can change AO products | Ability to edit products in Product List Manager | Account opening > Product list manager | X | X | |||
Applications | Can add product bundle | Ability to add a new Product Bundle in Product List Manager | Package two complementary account-opening products, creating a combined offering with enhanced benefits for applicants. Go to Product Bundles for more information. | Account opening > Product list manager | X | X | ||
Applications | Can edit product bundle | Ability to edit, activate, or deactivate a Product Bundle in Product List Manager | Account opening > Product list manager | X | X | |||
Applications | Can view product bundle | Ability to view Product Bundles in Product List Manager | Account opening > Product list manager | X | X | X | ||
Applications | Can use the product swap feature to swap products of applications in review | Ability to modify consumer applications using the Product Swaps feature in Narmi Command | Products can be swapped for consumer applications in ‘Review’ state | Account opening > Applications > select an application in “Review” state > select the three dots > Update application info | X | X | X | |
Applications | Can add persona | Ability to add a new persona | Personalize the products pre-selected in the Consumer Account Opening flow based on specific personas; go to Personas for more information | Account opening > Personas | X | X | ||
Applications | Can change persona | Ability to edit, deactivate, or reactivate an existing persona | Account opening > Personas | X | X | |||
Applications | Can delete persona | Ability to make a persona inactive | Account opening > Personas | X | X | |||
Applications | Can view persona | Ability to view personas | Account opening > Personas | X | X | X | ||
Applications | Can assign and unassign applications | Ability to assign and unassign applications | Staff member who is assigning and unassigning must also have the permission “Can view user.” All staff users in the organization can be assigned an application without needing permissions. Go to Assign Applications for more information. | Account opening > Applications | X | X | ||
Institution Settings | Can change institution settings | Grants staff the ability to change institution settings | Settings that are configurable through Narmi Command | Configurations > Institution settings | X | X | ||
Reports | Can view reports | Can view staff reports under the Analytics tab in Narmi Command | Reports are individually enabled on the institution level and are uploaded by the Narmi system; e.g., the Audit Log report details the last 24 hours of audit log activity for all users | Reports | X | X | X | X |
Staff/Admin Group/Role | Can add group | Can add staff role groups | A Group (or “Role”) is used to assign a list of permissions to one or more users; e.g., a Risk/Fraud Group possessing permissions to change workflow rules and lock users | Staff members > Roles | X | X | ||
Staff/Admin Group/Role | Can change group | Can change staff role groups | A Group (or “Role”) is used to assign a list of permissions to one or more users | Staff members > Roles | X | X | ||
Staff/Admin Group/Role | Can delete group | Can delete staff role groups | A Group (or “Role”) is used to assign a list of permissions to one or more users | Staff members > Roles | X | X | ||
Staff/Admin User | Can add staff user | Can add a staff user to the Narmi platform | A staff user has access to Narmi Command | Staff members > Staff > Add a new user | X | |||
Staff/Admin User | Can change staff role user | Can change staff member's role and permission set | A staff role is the Group (or Groups) that a staff member is associated with and their user type (Admin or Staff); e.g. change staff member's group to Risk/Fraud group | Staff members > Staff > Add a new user | X | X | ||