With the Product List Manager, your staff can easily edit the list of products your institution offers to applicants during Account Opening. This category describes setting permissions, editing products, adding new products, editing disclosures, and helpful tips.
Note: Once you add consumer products, they apply to both consumer online and consumer staff-led flows. Once you add business products, they apply to both business online and business staff-led flows.
In this category:
Product List Manager Permissions
To use the Product List Manager, your staff must have the following permissions:
Can view AO products – To view products in Product List Manager
Can change AO products – To edit products in Product List Manager
To set permissions, from the Narmi Command sidebar, select Staff members > Roles.
Navigate to the Product List Manager
Once permissions are added, you can access Product List Manager from Narmi Command. From the Narmi Command sidebar, Account opening > Product list manager.
