Enhanced User Profile in Narmi Command

Enhanced User Profile Now Available

This category describes our enhanced user profile that is available as of release 2025.11. All features of the legacy user profile are now available in the enhanced user profile.

To access the features mentioned in this category, select Customers/Members from the Narmi Command sidebar, then select a user’s name > Preview the work in progress.

Note: At this time, the enhanced user profile only applies to customers and not staff users. For information on the legacy user profile for customers and staff users, go to User Profile in Narmi Command.

Narmi Command’s user profile empowers your staff to assist users with speed and confidence. Quickly view a user’s contact information, accounts, money movement, messages, and recent activity. From there, you can easily take actions like locking users, resetting passwords, or logging in as a user to troubleshoot issues.

To access the user profile, select Customers/Members from the Narmi Command sidebar, then select a user’s name > Preview the work in progress.

In this article:

• Permissions for User Lists and Profiles

• User Profile Actions

• Quicklinks

• Customer Information

• Available Balance

• Internal and External Accounts

• Money Movement

• Messages

• Notes

• Recent Activity

• Settings

Permissions for User Lists and Profiles

A staff user must have the following permissions to view the user lists and user profiles:

• Can view user – To access the Customers/Members list and profiles

• Can view staff user – To access the Staff list and profiles

For more information on staff permissions, go to Manage Roles.

User Profile Actions

The actions available from a specific customer/member’s profile vary depending on the type of user they are, their linked services, and whether their account is locked or unlocked. Go to User Actions for descriptions of each action.

To access actions, select the three dots at the top of the user’s profile.

Quicklinks

Use the right sidebar to quickly jump to specific profile sections.

Customer Information

In the Customer information section, you'll find the following information:

• Customer ID – A unique identifier for the user in the core banking system

• User ID – The customer/member number in the Narmi database

• Referral code – The referral code associated with the user

• Username – The identifier used to log in to Narmi Banking

• Phone number – The user’s phone number; for businesses, this is the organization’s phone number

• Address – The user’s residential address; for businesses, this is the organization’s address

• Email – The user’s email address

• Email on core (customers/members only, not staff) – If the email address on the core matches the one provided during user enrollment, the value will be "Same as email." If no core-provided email is available, the value will display as "None." This field helps troubleshoot issues during the enrollment process. Go to Update Email for more information on updating a user's email with the value from the core.

• Last login – Date and time of user's last login

• Enrolled – Date and time the user finished enrollment in Narmi Banking (Note: this field is only shown for users who enrolled after the 2025.8 release)

• Began enrollment – Date and time the user started enrollment in Narmi Banking

Available Balance

The user profile also displays a graph of the user’s available balance over time. The available balance includes all deposit accounts except Certificates of Deposit. Hover over any point in the line graph to view the balance for a specific date.

Internal and External Accounts

Below the available balance graph, you'll see a list of all the user’s internal Accounts at your institution, and below that, External accounts. Select an account to open details on scheduled transfers, wire transfers, and/or all other transactions.

The tabs that appear when you select an account depend on what the user has enabled. For example, if a user is in a segment that does not have wires, they won’t see Wire transfers here. Possible tabs include: Scheduled transfers, Wire transfers, and Transactions.

Money Movement

The Money Movement section enables you to manage customer-initiated transfers and payments, and quickly view transfers that are active, in review, pending, or being processed. Select a tile to open the transaction list for a specific transfer type. Tiles for all the money movement options described below display for all users, even if they don’t have that option enabled. Note: The international wires functionality shown here will be available in a future release.

Messages

The Messages tile shows how many secure messages the user has sent to your institution from the Support hub in Narmi Banking that are Open and Awaiting response. Select the tile to open the messages list.

On the page that opens, select a tab to view messages by status: Open, Awaiting response, or Closed. Select a message from the list to view its details.

On the page that appears, you can read and respond to the message thread, attach a file, or choose a saved reply.

There is no maximum number of attachments, but the maximum size for an individual attachment is 20MB. The Messages feature supports the following attachment formats: BMP, CSV, DOCX, DOC, GIF, HTML, HTM, JPEG, JPG, KEY, NUMBERS, PAGES, PDF, PNG, PPS, PPSX, PPT, PPTX, RTF, SVG, TIF, TIFF, TXT, XHTML, XLS, XLSX, and ZIP.

The following actions are available from the left side of the Message page:

• Status – Change the message status, either:

  • Open – A new thread created by a customer or member

  • Waiting for response –  A thread that is awaiting a response from a customer or member

  • Escalated – A thread that has been escalated

  • Closed – A thread that no longer requires action
    

• Request type – A read-only field that shows the request type category previously set by a staff member in the Messages feature.
  
  

• Assignee – Change the assignee by selecting from a list of staff members.
  
  
  The assignee receives a notification in their Narmi Command Inbox.
  

  Team – Change the team to which the message is assigned. The default options are All or Unassigned. Go to Manage Support Teams to learn how to set up teams.
  
  

  On the right side of the Message page, the following options are available:

• User information – Select the profile icon to open the user’s contact information.
  
  

• Recent messages – Select the chat bubble icon to view the user’s recent messages.
  
  

• Notes – Select the pen icon to view the internal notes added to the user.
  

To take other actions, such as deleting a message, select Messages from the Narmi Command sidebar. For more information, go to Messages in Narmi Command.

Notes

The Notes tile displays the number of internal notes your staff members have added about the user. Select the tile to open details.

In the list that appears, you can view the name of the Author of the note, the date the note was Created, and the body of the note. Select the plus sign to add a new note.

Recent Activity

In the Recent activity section, the eight most recent events are shown. Select View all to open the complete activity history. Go to View Activity History for more information.

Settings

In the Settings section, you can manage customer features and services.

Select one of the following tiles:

• Security – This tile opens a list of the devices chosen by the user for two-factor authentication (2FA), which users can manage in their Digital Banking Security Settings. Go to Two-factor Authentication Devices for details on this page.
  

• Features – This tile opens a read-only list of institution features enabled or enforced for the user. To edit these features, contact support@narmi.com.
  
  

• Authorized apps – This tile opens a list of the NAF Apps authorized for the user, along with their permissions and expiration dates.
  
  

• Linked services – This tile opens a list of any linked services available to the user, such as bill pay and check deposit, along with account ID, create date, and expiration.