Manage Linked Core User IDs
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Manage Linked Core User IDs
- 1 Minute to read
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Your institution may want to link core user IDs to additional users. This allows a single user to log in and see multiple accounts. For example, if a user has multiple customer information files (CIFs) on the core, they can be added manually to the user’s Narmi account using this tool.
Please note the following before using this feature:
- Manage Linked Core User IDs is intended only for account-based cores.
- Business and consumer accounts cannot be mixed—linking a business core user ID to a consumer user will not pull in the business accounts for the consumer user, and vice versa.
- Transfers only work for linked accounts if the user's primary CIF on the core has permissions to transfer money to/from the account.
- This is a very high risk action. You should only change linked account information once you have independently verified it.
If a user wants to switch between multiple accounts without having to log out, go to Link Another Profile instead. This feature is convenient for owners of multiple businesses, a business user with different sub-accounts, or a user with multiple consumer and business accounts.
Link a Core User ID
To link a core user ID:
- Find the user's account in the Admin Platform, under Manage Users.
- Go to Actions > Manage Linked Core User IDs. On the dialog that appears, the current user's linked accounts are shown. Enter the new core user ID to add in the first box.
- Select Add Linked Customer.
Remove a Linked Core User ID
To remove a linked ID:
- Find the user's account in the Admin Platform, under Manage Users.
- Go to Actions > Manage Linked Core User IDs. On the dialog that appears, the current user's linked accounts are shown. Enter the ID you would like to remove in the bottom box.
- Select Remove Linked Customer.
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