Sidebar

The information shown on the right sidebar of the user's profile in the Admin Platform depends on whether the user is a customer or staff member. Scroll down in this article to read about the fields shown in the sidebar. For instructions on editing user information, go to Edit User Information.

Depending on the user, the fields shown in the sidebar may be:

• Permissions (Staff only) – This section displays for staff users only and can be "Admin" or "Staff." To change a staff user's permissions, select a permission from the menu.
• Roles (Staff only) – This section displays for staff users only and the role(s) assigned is highlighted in gray. In the image below, the user is assigned the "General staff" role. To update a staff user's role, select or deselect a role in the list (to select multiple roles, use shift + select), then select Update. The new role(s) should have a gray highlight once correctly assigned.
  
• User Information – The following user information shows for customers/members:
  • Username
  • First Name
  • Last name
  • Category – The account category, either "Personal" or "Business"
  • Organization name (businesses only)
  • Customer/member ID number
  • Linked customer/member ID numbers
  • Referral code – The referral code associated with the user
  • Organization phone (businesses only)
  • Organization role (businesses only) – For information about organization roles, go to Manage Users.

The following user information shows for staff users:

• • Username
  • First Name
  • Last name
  • Category – The account category for staff users is always "Personal"
• Usage Information – 
  • Enrolled – Date and time of user's enrollment in Digital Banking
  • Last login – Date and time of user's last login
• Contact Information – The following contact information is shown:
  • Phone 
  • Login – Username
  • Email 
  • Address – Residential address 
  • Email on core – If the email address on the core is the same as the one provided during user enrollment, the value will be "Same as email." If there is no core-provided email available, the value will display as "None." This field is helpful for troubleshooting issues during the enrollment process. Go to Update Email for more information on updating a user's email with the value from the core.
• Account Information (Customers/members only) – The user's account number(s) that link to the Accounts section of the user's profile
• Recent Threads (Customers/members only) – Link(s) to recent messages from this user that open the Messages page
• Notes (Customers/members only) – Link(s) to internal notes added by your staff to the user's account via Admin Messages. Go to the Recent Notes section of the user profile to see all notes.

Edit User Information

Your staff can edit the following fields if they have the appropriate permissions: username, email, first name, last name, phone, and organization name (if applicable). These changes only affect the Narmi database and are not written to the core.

Permissions must be enabled by an Admin in order to edit customer and/or staff users' information. To edit customer users, the permission is "Can edit personal and business user's name and other information via staff portal." To edit staff users, the permission is "Can edit staff user's name and other information via staff portal." For more information on permissions, see Manage Roles.

Warning: Updating user contact information is a high-risk action. Changing a user's username will update the user's credentials for logging into digital banking. Please use caution.

To edit user information:

1. From the Admin Platform, select Manage Users, then select a user's name to open their profile.
   
   
2. On the right sidebar, select Edit.
   
   
3.  In the dialog that appears, edit the desired fields, and select Yes, update user info.