With the Product List Manager, your staff can easily edit the list of products your institution offers to applicants during Account Opening. 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.
