With the Product List Manager, your staff can easily edit the list of products your institution offers to applicants during Account Opening. You can have separate product offerings for Consumer, Business, Consumer Staff-Led, and Business Staff-Led. This category describes setting permissions, editing products, adding new products, editing disclosures, and helpful tips.
In this category:
Product List Manager Permissions
To use the Product List Manager, your staff must have the following permissions:
Can view AO products – To view products in Product List Manager
Can change AO products – To edit products in Product List Manager
To set permissions, from the Narmi Command sidebar, select Staff members > Roles.
Navigate to the Product List Manager
Once permissions are added, you can access Product List Manager from Narmi Command. From the Narmi Command sidebar, Account opening > Product list manager.
View Change Log
The Change Log in Product List Manager allows your staff to gain greater visibility and enhance audit tracking. This table automatically records each change made to Product List Manager and shows the date and time of the change, the user who made the change, and a note describing each update. To access the change log from Product List Manager, select the Change log tab.
