Note: A staff user must have the “Can view user” permission to access the Customers/Members list.
If your institution uses Narmi Banking, you can access a list of your customers/members from Narmi Command, which includes organizations. From the sidebar, select Customers (for banks) or Members (for credit unions).
Select a user’s name from the Customers/Members tab to open their user profile, or select a business name from the Organizations tab to open the organization profile. For instructions on how to add a new customer, go to Add a New User.
The following information displays in the list:
User – In the Customers/Members tab, this shows the user’s first and last name, and their username. In the Organizations tab, this shows the business name and business email.
For users who have started the enrollment process but have not successfully created their login credentials, their Login displays “Temporary username” with an informational tooltip. The temporary username is created once the user completes the “Tell us more about you” page.
To continue enrollment, you can send users a continuation email with a link. Go to Resend Enrollment Code for instructions. Users can also continue enrollment by resetting their password or re-entering their information on the "Tell Us More About You" page (upon doing so, they will receive an email with a link to continue). Go to Consumer Enrollment or Business Enrollment for more information. To troubleshoot enrollment, go to Enrollment Helper.
Last Login – A timestamp for when the user last logged into their account
Status (customers only, not organizations) – Either “Active” or “Locked.” Users can be locked because they triggered a risk rule or a staff member manually locked them.
Type (customers only, not organizations) – Either “Business” or “Consumer”
Segment – The customer segment the user or business belongs to. Go to Segmentation for more information.
Search, Filter, and Sort Users
Customer Search
Search for a customer user by entering the user's first or last name, username, email address (personal or organizational), core ID, account number, or user UUID in the Search box, and then select Search. To clear the search, delete the text you entered and select Search again.
You can also search by selecting the filter icon.
In the side panel that appears, enter search criteria in the User details fields and select Apply.
Organization Search
Search for a business by entering the business name, business email address, tax ID, or core ID in the Search box, and then select Search. To clear the search, delete the text you entered and select Search again.
You can also search by selecting the filter icon.
In the side panel that appears, enter search criteria in the Organization details fields and select Apply.
Filter the List
Filters are available in the Customers/Members tab only (not the Organizations tab). To filter the customer/member list, select the filter icon.
In the side panel that appears, you can filter by Status (Active or Locked), Type (Consumer or Business), or Core segment. If you have several core segments, you can search by typing in the Search by core segment box. Select Apply to finish.
Once you apply the filter(s), an indicator shows at the top of the list. Select the filter indicator to refine it further by selecting other options, then Apply. To clear the filter, select Remove filter.
Sort the List
By default, the user list is sorted by last login, descending from newest to oldest. Select the down arrow to change the sort by oldest to newest login.
