Manage Roles

Roles consist of a pre-set list of permissions that can be applied to individual staff members. With Roles, you can create, edit, and delete roles. For example, you might want to create a "Support" role that allows staff to view and create message threads or a "Risk" role that allows staff to lock users. There's a wide variety of permissions available, allowing you to get very detailed with staff access. For assistance with available permissions, please contact support@narmi.com.

Permissions for Managing Roles 

A staff member must have the following permissions to manage roles:

  • Can view group – To access Staff members > Roles in Narmi Command

  • Can add group – To add a new role

  • Can change group – To edit a specific role

Add a New Role

To add a new role:

  1. From the Narmi Command sidebar, select Staff members > Roles.
    Aqua Bank interface showing staff members and roles options in the menu.

  2. A list of current roles and their permissions appears in alphabetical order by name. Select New Role on the upper right.
    Roles management interface displaying permissions for Compliance and Customer Support roles.


  3. In the dialog that appears, enter a Name for the role and add Permissions from the menu.
    Form for creating a new role with fields for name and permissions.

  4. Select Create role to finish.

Edit a Role

To edit a role:

  1. From the Narmi Command sidebar, select Staff members > Roles.

  2. Select the row of the role you’d like to edit. 

    Roles and permissions for Compliance and Customer Support are displayed in a table format.

  3. On the page that appears, you can rename the role, add permissions, or remove permissions. To add a permission, select the white space in the Permissions box and choose from the list that appears. To remove a permission, select the X next to the permission name.

    Editing role permissions for Customer Support with various options displayed.

  4. Select Update role to finish.