The table below outlines the most common Narmi Banking 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.
Go to Permissions for User Actions for a complete list of permissions for the Narmi Command user profile actions. For NAF App permissions, go to Manage NAF App Permissions.
Overview | Potential Roles | |||||||
Subject | Permission | Description | Additional Notes | Narmi Command Navigation | Customer Service | Risk & Controls | Ops | Admin |
ACH / Wire / Transfers | Can change ACH transaction | Updating an ACH transaction state manually | ACH transaction permissions; go to ACH Manager for Digital Banking for more information. | Transactions > ACH manager | X | X | X | |
ACH / Wire / Transfers | Can process ACH transaction | Manually marking ACH transactions as processed | ACH transaction permissions | Transactions > ACH manager | X | X | X | |
ACH / Wire / Transfers | Can view ACH transaction | View or access the ACH manager | ACH transaction permissions | Transactions > ACH manager | X | X | X | X |
ACH / Wire / Transfers | Can mark transfer expired | Expire recurring transfers for user | Mark a recurring ACH transfer as expired; e.g., if a customer is suspected of fraud or no longer wants a recurring transfer to continue, the transfer can be expired | Transactions > ACH manager | X | X | X | X |
ACH / Wire / Transfers | Can change wire transaction | Update the state of a wire transaction | Wire transaction permissions; go to Wire Manager for more information. | Transactions > Wire manager | X | X | X | |
ACH / Wire / Transfers | Can process wire transaction | Manually mark wire transactions as processed | Wire transaction permissions | Transactions > Wire manager | X | X | X | |
ACH / Wire / Transfers | Can view wire transaction | Can access the wire manager | Wire transaction permissions | Transactions > Wire manager | X | X | X | |
Emulate User | Can emulate user | Allows staff to emulate users | Can log in (with read-only permissions) as another user, e.g., emulating a user to view one of their transactions. Go to Log in as User for more information. | Customers/Members > User profile > Actions | X | X | X | X |
End User Actions | Can manually enroll a user | Ability to manually enroll user by giving core user ID, username, name, email | Able to manually enter user details and create a Narmi record | Customers/Members > User profile > Actions | X | X | X | |
External User | Can view user | Allows staff to view the Customers/Members list | Customers/Members | X | X | X | X | |
External User | Can add user | Can add a customer/member to the Narmi system | Customers/Members > Add a new user | X | ||||
External User Permissions | Can reset attempts counter | Allows staff to reset the microdeposit verification attempts on an external account | Counts a user's attempts to verify an account through microdeposits | Customers/Members | X | X | X | |
External User Permissions | Can manage a users bill pay credentials | Ability to update a user's billpay account ID and access token through Narmi Command | This allows staff to create Billpay credentials for a user if they don't already exist and is available in the Actions dropdown on the user profile page (specific to each user) | Customers/Members | X | X | X | |
External User Permissions | Can update details of an external account | Allows staff to update the status of an external account from pending, verified, deleted | Can edit the details of an external account, including updating its state, e.g., from “removed” to “verified.” (Warning: This is a high-risk action) | Customers/Members | X | X | X | |
External User Permissions | Can lock user | The ability to lock a user's account | Archives the target user and prevents them from accessing their account, e.g., locking a user associated with suspicious activity. Go to Lock or Unlock User for more information. | Customers/Members > User profile > Actions | X | X | X | X |
External User Permissions | Can generate lockout codes user | The ability to generate backup codes for a user's 2FA when they're locked out | Generate backup authentication codes for a user; e.g., a user cannot log in to online banking because they have lost access to their original authentication device(s) | Customers/Members > User profile > Actions | X | X | X | |
External User Permissions | Can change user email | Can change a user's email | Can change the email associated with a user’s account (Warning: this is a high-risk action) | Customers/Members > User profile > Actions | X | X | X | |
External User Permissions | Can send password reset user | Ability to send the user an email with a link to the password reset form | Generate an email sent to the user that enables them to reset their password | Customers/Members > User profile > Actions | X | X | X | |
FedNow | Can view instant payments from the FedNow Service | View-only permission to the Payments tab in FedNow Manager | For more information, go to FedNow Manager. | Transactions > FedNow manager | X | X | X | |
FedNow | Can modify instant payments from the FedNow Service | Edit permission to the Payments tab in FedNow Manager | Transactions > FedNow manager | X | X | |||
FedNow | Can view cases from the FedNow Service | View-only permission to the Cases tab in FedNow Manager | Transactions > FedNow manager | X | X | X | ||
FedNow | Can update cases from the FedNow Service | Edit permission to the Cases tab in FedNow Manager | Transactions > FedNow manager | X | X | |||
Guides | Can add/change/delete/view prompt configuration | Ability to add/change/delete/view only the “Steps” section of the Guide | For more information, go to Guides. | Guides | X | X | ||
Guides | Can add/change/delete/view prompt group | Ability to add/change/delete/view all sections of the Guide | Guides | X | X | |||
Guides | Can add/change/delete/view action prompt | Ability to add/change/delete/view the list of actions in Steps > Add step | Guides | X | X | |||
Institution Settings | Can change institution settings | Grants staff the ability to change institution settings | Configurations > Institution settings | X | X | |||
Lock User | Can lock staff user | The ability to lock another staff user's account | Archives the target user and prevents them from accessing their account, e.g., locking a user associated with suspicious activity | Staff members > Staff > User profile > Actions | X | |||
Notes / Messaging | Can add message | Can send a support message | An internal message sent between staff and customers/members; go to Messages in Narmi Command for more information. | Messages | X | X | X | |
Notes / Messaging | Can add note | Notes for secure messaging portal | An internal note regarding a specific user | Messages | X | X | X | X |
Notes / Messaging | Can add saved reply | Adding a customer support saved reply | A pre-written message used to respond quickly to popular inquiries | Messages | X | X | X | |
Notes / Messaging | Can change saved reply | Update an existing saved reply | A pre-written message used to quickly respond to popular inquiries | Messages | X | X | X | |
Notes / Messaging | Can delete saved reply | Delete existing customer support saved reply | A pre-written message used to quickly respond to popular inquiries | Messages | X | X | X | |
Notes / Messaging | Can view message | Can view messages | An internal message sent between staff and customers/members | Messages | X | X | X | X |
Notes / Messaging | Can view note | Notes for secure messaging portal | An internal note regarding a specific user | Messages | X | X | X | X |
Notes / Messaging | Can add Thread | Can start a new thread with customers | A group of one or more internal messages sent between staff and customers/members on the same subject | Messages | X | X | X | |
Notes / Messaging | Can change Thread | Ability to change a thread (conversation) | A group of one or more internal messages sent between staff and customers/members on the same subject | Messages | X | X | X | |
Notes / Messaging | Can view Thread | Ability to view threads (conversations) | A group of one or more internal messages sent between staff and customers/members on the same subject | Messages | X | X | X | X |
Organizations | Can change organization user | Allows updating organization user role | Allows staff to change the organization role for a Business user (Account Holder, Collaborator, etc.), and it can be modified within the User profile page | Customers/Members > User profile > Actions | X | X | X | |
Promotions | Can view marketing promotions and analytics | Ability to view promotions in Narmi Command | For more information, go to Promotions. | Promotions | X | X | X | |
Promotions | Can add and update marketing promotions and analytics – | Ability to add or edit a promotion | Promotions | 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 |
Statement Import | Can add statement import file | Upload new statements file for processing | Statements uploaded for use by a financial institution | Configurations > Upload Statements | X | X | ||
Statement Import | Can approve statement import file | Approve processed statements import file to send to users | Statements uploaded for use by a financial institution | Configurations > Upload Statements | X | X | ||
Statement Import | Can view statement import file | View status and previous statement import files | Statements uploaded for use by a financial institution | Configurations > Upload Statements | 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. Go to Manage Roles for more information. | 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 view staff user | Allows staff to view the Staff list | Staff members | 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 | ||
Teams | Can add Team | A team is used for managing group inboxes in the secure messaging system; e.g., the Dispute Transaction Team responds to customer requests that are sent to transactions@examplebank.com | Staff members > Support teams | X | X | X | ||
Teams | Can change Team | Update customer support team and members | A team is used for managing group inboxes in the secure messaging system; e.g., the Dispute Transaction Team responds to customer requests that are sent to transactions@examplebank.com | Staff members > Support teams | X | X | X | |
Teams | Can delete Team | Delete a customer support team | A team is used for managing group inboxes in the secure messaging system; e.g., the Dispute Transaction Team responds to customer requests that are sent to transactions@examplebank.com | Staff members > Support teams | X | X | X | |
Teams | Can view Team | View customer support teams and members | A team is used for managing group inboxes in the secure messaging system; e.g., The Dispute Transaction Team responds to customer requests that are sent to transactions@examplebank.com | Staff members > Support teams | X | X | X | X |
User Information | Can change user core user ID | Can change the core user ID associated with an account | Found on the user details page under actions, this allows staff to change the CIF associated with a consumer account. Go to Change Core User ID for more information. | Customers/Members > User profile > Actions | X | X | X | |
User Information | Can manage user's linked core user IDs | Update linked account core user IDs, delete linked accounts | Able to add/remove CIFs associated with a Narmi consumer profile. Go to Manage Linked Core User IDs for more information. | Customers/Members > User profile > Actions | X | X | X | |
Workflows | Can add workflow rule | Can add risk rules in Narmi Command | These act as filters that trigger automated actions, including locking users or moving transactions to review. Go to Risk Manager for more information. | Configurations > Risk manager | X | X | X | |
Workflows | Can change workflow rule | Can change risk rules in Narmi Command | These act as filters that trigger automated actions, including locking users or moving transactions to review | Configurations > Risk manager | X | X | X | |
Workflows | Can delete workflow rule | Can delete risk rules in Narmi Command | These act as filters that trigger automated actions, including locking users or moving transactions to review | Configurations > Risk manager | X | X | ||
Workflows | Can view workflow rule | Can view the workflow rule page | These act as filters that trigger automated actions, including locking users or moving transactions to review | Configurations > Risk manager | X | X | X | X |