User Profile in Narmi Command

Enhanced User Profile Now Available

This category describes our enhanced user profile for customers and members available by default as of release 2026.3. To access the enhanced version, select Customers/Members from the Narmi Command sidebar, then select a user’s name.

If you would like to switch to the previous profile, select Switch to previous version in the top banner. You will be able to access the previous version until late May 2026.

Note: At this time, the enhanced user profile only applies to customers, not staff members. For information on the staff profile, go to Staff Profile in Narmi Command.

The following features of the previous user profile are not yet available from the enhanced profile. Please switch to the previous profile to access:

• Alerts List

• Automatic Savings activity

• Delete Voided Transactions action

• Dual Approvals actions: “Opt in to dual approvals,” “Allow access to dual approvals,” and “Deny access to dual approvals”

• Link or Unlink Organizations action

• Member/Friend Transfers section

• Reset Microdeposit Attempts action for external accounts

• Viewing organization information for business users (org name, org phone, and org role)

Narmi Command’s user profile empowers your staff to assist users quickly and confidently. 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.

For information on staff profiles, go to Staff Profile in Narmi Command.

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

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 user's type, 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:

• Segment – Any segments the user belongs to are displayed at the top of the customer profile. For instructions on updating a user’s segments, go to Update Segment.

  

• 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

Edit Customer Information

Your staff can edit the following fields if they have the appropriate permissions: username, email, first name, last name, phone, and organization name (if applicable). These changes only affect the Narmi database and are not written to the core.

Warning: Updating user contact information is a high-risk action. Changing a user's username will update the user's credentials for logging into digital banking. Please use caution.

To edit staff information, see Edit Staff Information.

Permissions

Staff members must have the following permission to edit customers’ information:

• Can edit personal and business user's name and other information via staff portal

To set permissions, from the Narmi Command sidebar, select Staff members > Roles.

How to Edit

To edit customer information:

1. Select the edit icon on the upper right of the Customer information section.

   

2. Make any changes, then select Yes, update user information.
   For consumers, you can edit the username, email, first name, last name, and phone number:

   

   For businesses, you can edit the username, email, first name, last name, individual’s phone number, organization name, and organization’s phone number. For organizations that are sending ACH payments, you can also update the ACH Details, including company ID and company name.

   

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. External accounts were linked through the user's Settings > Linked Accounts. For instructions on linking or unlinking external accounts from the Narmi Banking web app, go to Linked Accounts. For mobile app instructions, go to My Accounts Mobile Settings - Linked 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.

View Automatic Savings

You can view whether the user's automatic savings feature is active. To access from the Accounts section, select an account > three dots menu > View automatic savings.

If active, a dialog appears showing the last updated timestamp, status, source account, and destination account. If not active, a message appears. For more information on this feature, go to Automatic Savings.

View Beneficiaries

You can view the user’s beneficiaries from the Accounts section. Select an account > three dots menu > View beneficiaries.

A dialog appears showing each beneficiary with their birth date and email address.

Refresh Transactions

Manually Change or Verify External Account

Staff members can also manually change the information of the external account. For example, if a user is entering the wrong microdeposit values, but you’ve independently verified the user and ensured it’s not fraud, you can manually set the state from pending to verified.

Staff members must have the permission “Can update details of an external account” to manually change external account information.

Warning: This is a very high-risk action, and you should only change the account information when it has been independently verified. Updating this information may overwrite other verification methods like microdeposits or instant authentication.

To change external account information:

1. From the External accounts list, select the account to be changed.
   

2. In the side panel that appears, select the three dots > Edit account.

   

3. On the page that appears, you can change the Routing number, Account number, Product type (Checking, Savings, or Loan), Account purpose (Personal or Business), or State (Pending, Verified, or Removed).

   

4. Select Save to finish. A confirmation message appears when successful.

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.

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 each attachment is limited to 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/member 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 Narmi Banking Security Settings. Go to Two-factor Authentication Devices for details.
  

• 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 the account ID, creation date, and expiration date.