Profile

In the Profile tab of Settings, users can update their contact info or change their password, which is described in this article. Users can also enroll in paperless statements from the Profile tab, which is described in the next article.

The Profile tab appears by default when you select Settings from the name menu.

Contact Info

Depending on your institution's configuration, users can view and update the personal information associated with their account in the Contact info section. For businesses, the Contact info section displays the business user's info. Select Edit next to each field to edit. To configure whether your users can view/edit their contact information or not, please contact your Narmi Relationship Manager.

• Username – Usernames must be less than 150 characters and may contain letters, numbers, or any of the following special characters: _, @, +, ., -. Usernames are not case-sensitive. Your institution can configure a minimum username length in the Admin Platform under Configurations > Institution Settings > Minimum Number of Characters for Usernames. The default minimum is one character.

• Email address – When changing their email address, users receive an email with a confirmation link at the new email address. Users must confirm the new email via the link to save the new email address to their profile. The new email address is saved to the core if your institution's core supports emails. For business users, an info tip lets them know that editing the email address updates their organization's email as well as their user email.
  For instructions on how your staff can manually update the user's email address with the value from the core, go to Update Email.
  Note: When a user updates their email address here, the Email and Email on core fields are updated in the sidebar of the user's profile page in the Admin Platform.

• Phone number – When changing their phone number, if the user intends to use the new phone as a two-factor authentication device, they must add it in Settings > Security. The new phone number is saved to the core for consumer users, not business users, and only if your institution's core supports phone numbers. For business users, editing the phone number only updates it on Digital Banking. An infotip lets business users know they must contact your institution to update the phone number in their account and bank record. When users change their phone number, they receive an automatic email notification. To configure the email that gets sent to users, go to the Admin Platform under Institution Settings > CHANGE_PHONE_NUMBER_EMAIL_TEMPLATE.

• Residential and Mailing address (Consumer users only) – The residential and mailing address is only in the "Contact info" section for customers, not businesses (see business info below). The mailing address shows only if enabled in Institution Settings > Has Mailing Address. The new residential and/or mailing address is saved to the core if your institution's core supports addresses.
  Note: If your core is CUSA, users cannot change their addresses in Digital Banking. When users contact your Support team with address change requests, please contact support@narmi.com to manually make the change.
  
  Contact info for consumer users:
  

  

  
  Contact info for business users:
  

  

Business Info

The Business info section displays the organizational primary address (and mailing address if the "Has Mailing Address" institution setting is enabled) which is pulled from the core. Select Edit next to the appropriate field to make changes.

You can allow business Admins to edit the addresses, but business sub-users can only view the addresses. When a business Admin edits the addresses, the update is applied to all business subusers and is saved to the core, if your institution's core supports addresses. Note: Some cores will prevent the update from proceeding for business users.

To configure whether your business Admin users can view/edit their contact info or not, please contact your Narmi Relationship Manager.

Membership

When the account_membership feature is enabled, below the "Contact info" section, a "Membership" section displays the user's linked internal accounts. To enable this feature, contact your Narmi Relationship Manager.

To link a new internal account, select Link another account. In the dialog that appears, enter the account number, Social Security Number/ITIN, and date of birth. Select Link account. To verify ownership of the account, a verification link is sent to the email address associated with the account to be linked.

To unlink an internal account, select the trash can icon next to the account number. In the confirmation dialog that appears, select Yes, unlink.

Password

Below their contact information, users can change their password. Select Edit and on the page that appears, enter the old and new passwords.

User passwords can be 4,096 characters or fewer. The minimum password length can be configured by the financial institution, but we highly recommend a minimum password length of at least 10 characters. For more information, go to Password Security.