Enhanced User Profile Coming Soon
This category describes our enhanced user profile that is currently in progress and coming in a future release. At this time, not all features of the user profile are available in the enhanced user profile.
To preview the features mentioned in this category, select Customers/Members from the Narmi Command sidebar, then select a user’s name > Preview the work in progress. To return to the original profile, select View previous layout under Quicklinks.
Note: At this time, the enhanced user profile only applies to customers and not staff users. For information on the original user profile for customers and staff users, go to User Profile in Narmi Command.
Narmi Command’s user profile empowers your staff to assist users with speed and confidence. Quickly view a user’s contact information, accounts, and recent activity. From there, you can easily take actions like locking users, resetting passwords, or logging in as a user to troubleshoot issues.
To access the user profile, select Customers/Members from the Narmi Command sidebar, then select a user’s name > Preview the work in progress.
In this article:
Customer Info
On the right side of a consumer user’s profile, you'll find their name and core user ID. Select the name to view details.
A side panel opens with the following user details and contact details:
Name
Username
Core user ID – A unique identifier for the user in the core banking system
User ID – The customer/member number in the Narmi database
Referral code – The referral code associated with the user
Phone number
Email
Email on core (customers/members only, not staff) – 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 helps troubleshoot issues during the enrollment process. Go to Update Email for more information on updating a user's email with the value from the core.
Address – The user’s residential address
Edit User Information
Your staff can edit the following fields if they have the appropriate permissions: First name, Last name, Email address, Phone, and Username (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 user information. To edit customer users, the permission is "Can edit personal and business 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 the user's name, email address, phone number, or username, select the three dots menu > Edit information.
Edit any of the fields and select Yes, update user information.
Organization Info
On the right side of a business user’s profile, you'll find the business name and the user’s core user ID. Organization information cannot be edited.
Quicklinks
If the user has linked an external account, their profile has a Quicklinks section. The following options are available:
Select External accounts to open a page of the linked accounts.
Select View previous layout to return to the original customer profile (not enhanced).
User Profile Actions
The actions available from a specific customer/member’s profile vary depending on the type of user they are, their linked services, and whether their account is locked or unlocked. Go to User Actions for descriptions of each action.
To access actions, select the three dots at the top of the user’s profile.
Accounts
The user profile also displays a graph of the user’s available balance over time. The available balance includes all deposit accounts except Certificates of Deposit. Hover over any point in the line graph to view the balance for a specific date.
Below the graph, you'll see a list of all the user’s accounts. Select an account to open details on scheduled transfers, wire transfers, and/or all other transactions. The transfer tabs available here depend on what the user has enabled. For example, if a user is in a segment that does not have wires, they won’t see Wire Transfers here.
Scheduled Transfers
Select the Scheduled transfers tab to view the user’s scheduled internal or external transfers (one-time and recurring). Select a transaction row to open a side panel with its details.
Wire Transfers
Select the Wire transfers tab to view the user’s wire transfers. Select a transaction row to open a side panel with its details. For information on wire details, go to View Wire Details.
To change the wire status, select the three dots menu > Edit transfer status. For complete instructions, go to Change Wire Status.
Transactions
Select the Transactions tab to view all the user’s transactions. These include processed (non-scheduled) transfers and wire transactions, as well as purchases made with a credit or debit card. Select a transaction row to open a side panel with its details.
For more information on the fields in transaction details, go to Transaction Details.
Recent Activity
In the Recent activity section, the eight most recent events are shown. Select View all to open the complete activity history. Go to View Activity History for more information.
