Staff can quickly and effectively assist business banking users with Narmi Command's organization profile. It provides enhanced visibility into an organization's users, sub-users, limits, and accounts.
To access the organization profile from Narmi Command, select Customers/Members > Organizations. Select the business name to open the profile.
In this article:
Organization Info
On the right side of the organization profile, you'll find the organization's primary contact information, including its name, customer number, and phone number. To edit the organization's name or phone number, select Edit.
In the dialog that appears, enter a new Organization name or Phone and select Yes, update information.
Users and Sub-Users
Just below the organization information, there is a Users section. This area quickly highlights the primary Admin and up to two collaborators associated with the organization. For a complete list of all sub-users associated with the organization, select View all.
This opens a detailed table showing:
Name – The user’s name
Email – Their associated email address
Role – Their role assigned via Manage Users: Admin, Collaborator, or Viewer
Last Login – When they last logged in, sorted from most recent to least recent
Status – Their current status: Active, Pending, or Inactive
User and Sub-User Details
To dig deeper into a specific user, select their name from the table, and a panel will appear with more details, including:
User details and Contact details – Their personal and contact information. Select the external link icon to open the user’s profile.
Account access – A list of all business accounts they can access
Permissions – A list of their specific permissions assigned via Manage Users
Quicklinks
If the business has linked an external account, the organization profile has a Quicklinks section.
Select External accounts to open a page of the linked accounts.
Accounts
The main organization page also provides a summary of the organization's available balance. 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.
Below the graph, you'll see a list of all the business’s accounts. Select an account to open details on scheduled transfers, wire transfers, and all other transactions.
Scheduled Transfers
Select the Scheduled transfers tab to view the business’s scheduled internal or external transfers (one-time and recurring). Select a transaction row to open a side panel with its details.
Wire Transfers
Select the Wire transfers tab to view the business’s wire transfers. Select a transaction row to open a side panel with its details. For information on wire details, go to View Wire Details.
To change the wire status, select the three dots menu > Edit transfer status. For complete instructions, go to Change Wire Status.
Transactions
Select the Transactions tab to view all the business’s transactions. These include processed (non-scheduled) transfers and wire transactions, such as purchases made with a credit or debit card. Select a transaction row to open a side panel with its details.
For more information on the fields in transaction details, go to Transaction Details.
Payment Rails
The Rails section, located beneath the account information, displays all the payment rails to which the organization has access. What you see here depends on the organization's assigned segment. For example, if an organization's segment doesn't have wires enabled, you won't see wires listed as a rail. The following rails are supported:
ACH transfers (not ACH payments)
Wires
Remote Check Deposit
FedNow (send transactions only)
Select a specific rail to view the applicable limits. The table displays the business’s daily and/or monthly limits, along with the amount remaining. For ACH, you can also edit the Company name and Company ID that appear in the NACHA file.
For complete information on transfer limits, go to Transfer Limits.
