With Institution Settings, your staff members can adjust your institution's configuration settings in real time. This category provides an overview of Institution Settings and how to edit settings.
Use caution when editing Institution Settings. For questions about a particular setting, please email us at support@narmi.com.
In this category:
Institution Settings Permissions
To edit institution settings, your staff must have the permission "Can change institution settings."
To allow read-only access to institution settings, a staff member can be assigned the permission "Can view institution setting."
Navigate to Institution Settings
To access Institution Settings, from the Narmi Command sidebar, select Configurations > Institution settings.
There are four Institution Setting categories shown on the left sidebar:
General – These settings apply throughout the Narmi Grow, Narmi Banking, and/or Narmi Command products.
Digital Banking – These settings only apply to Narmi Banking for web and mobile.
Account Opening – These settings only apply to Narmi Grow for the web app.
API Banking – These settings
Within each category are subcategories, such as Core, Integrations, Wires, or Emails.
Common Institution Settings
Each Help Center article about a specific feature will explain which institution setting controls the feature. Get started with these articles about updating our most common institution settings:
Account Activity Questions – How to update the questions on the Account Activity page of the Account Opening flow
Digital Banking Disclosures – How to update the disclosures for Digital Banking
End-User Communications and Updating Email Templates – A list of emails that your Narmi Grow and Narmi Banking users receive and instructions on how to update them
Mobile Legal Notices – How to update your institution's legal disclosures on the mobile app's Legal page
Online Banking Footer – How to update your web app footer with your institution's information, including routing number, Support contact info, Terms and Conditions, and more
Updating Institution Logos – How to keep your institution's logos up to date in Narmi Grow and Narmi Banking
Product-Specific Disclosures – How to add product-specific disclosures for your Narmi Grow products
Promotional Cards – How to highlight key functionality or promotions to your Narmi Banking customers
Support Hub – How to update the contact info, message disclaimers, quick links, and FAQs on the Support page
Transfer Disclosures – How to update disclosures for ACH and wire transfers
Institution Settings for Wires – The wire settings that your institution can configure
Institution Settings for ACH Payments – The ACH payment settings that your institution can configure
Funding Customization – How to customize funding-related features
Card Funding Institution Settings – How to customize card funding features