- Get Started
- Who Is Narmi?
- Supported Browsers and Operating Systems
- User Authentication
- Integrating with Narmi
- Product Releases
- End-User Communications
- Updating Email Templates
- Troubleshooting & Support
- Troubleshooting Two-factor Authentication (2FA) Issues
- Username and Password Issues
- Enrollment Issues
- Mobile Banking Issues
- Generating Backup Codes
- Troubleshooting Notifications
- Core Banking System Issues
- Data Aggregators
- Opening Failed Application Status
- CSRF Errors
- Convert a User from Consumer to Business
- Apple Distribution Certificates
- Allow or Deny IP Addresses
- Accessible Design at Narmi
- Account Opening
- About Account Opening
- About Minor Applicants
- About Funding
- About Identity Decisioning
- Consumer Account Opening
- Business Account Opening
- Staff-Led Account Opening
- Application Statuses
- Account Opening End-User Communications
- Account Opening Footer
- Deposit Insurer Signage
- Account Activity Questions
- Product-Specific Account Activity Questions
- Product-Specific Links
- Product List Manager
- Product-Specific Disclosures
- URL Parameters
- Opening Failed Application Status
- Beneficiaries
- Glia in Account Opening
- Digital Banking
- About Digital Banking
- Enrolling in Digital Banking
- Web Dashboard
- Accounts
- Mobile Banking
- Loans
- Transfers
- Documents/Statements
- Support
- Tools (Web Only)
- User Profile (Web Only)
- Updating Digital Banking Disclosures
- Online Banking Footer
- Deposit Insurer Signage
- Business Banking End-User Communications
- Link or Unlink Organizations
- Admin Platform
- About the Admin Platform
- Admin Dashboard
- Admin Account Opening
- Admin Users
- Customers/Members List
- Staff List
- Add a New User
- User Profile
- Sidebar
- Edit User Information
- Accounts List
- External Accounts
- Scheduled Transfers
- External Transfer History
- Wire Transfer History
- Automatic Savings Activity
- Recent Messages
- Recent Notes
- History
- Two-factor Authentication Devices
- Alerts
- Institution Features
- Member/Friend Transfers
- Authorized Apps
- Linked Services
- User Actions
- Permissions for User Actions
- Lock or Unlock User
- Verify User
- Resend Invite
- Delete Voided Transactions
- Refresh Transactions
- Manage Linked Core User IDs
- Change Core User ID
- Update User Data from Core
- Create or Update Bill Pay Credentials
- Show Enrollment Code
- Resend Enrollment Code
- Reset Password for a User
- Update Email
- Log In as User
- Link or Unlink Organizations
- User History Actions
- Enrollment Helper
- Manage Roles
- Manage Support Teams
- Admin Transactions
- Admin Messages
- Admin Analytics/Reports
- Admin Promotions
- Admin Extensions
- Admin Configurations
- Admin Profile Menu
- Accessing the Help Center
- Change Password for Staff
- Onboarding For Success
- Third-Party Vendors
- Introduction to TPVs
- Account Opening TPVs
- Alloy
- Authorize.Net
- About Authorize.net
- Implementing Authorize.net
- Authorize.net Funding Limits & Hold Management
- Authorize.net Portal
- Authorize.Net Dashboard
- Card Type Acceptance in Authorize.net
- Refunding Transactions in Authorize.net
- Limits in Authorize.net
- User Management in Authorize.net
- Searching for Transactions in Authorize.net
- Billing Method in Authorize.net
- Destination Account of New Deposits in Authorize.net
- Payment Gateway Email Notifications in Authorize.net
- Returns in Authorize.net
- Statements & Reconciliation in Authorize.net
- Authorize.net FAQs
- Elavon
- Microbilt
- MX
- Digital Banking TPVs
- About NAF Apps
- Release Notes
The information shown on the right sidebar of the user's profile in the Admin Platform depends on whether the user is a customer/member or staff member. Scroll down in this article to read about the fields shown in the sidebar. For instructions on editing user information, go to Edit User Information.
Depending on the user, the fields shown in the sidebar may be:
Permissions (staff only) – This section displays for staff users only and can be "Admin" or "Staff." To change a staff user's permissions, select a permission from the menu.
Roles (staff only) – This section displays for staff users only, and the role(s) assigned are highlighted in gray. In the image below, the user is assigned the "General staff" role. To update a staff user's role, select or deselect a role in the list (to select multiple roles, use shift + select), then select Update. The new role(s) should have a gray highlight once correctly assigned.
User information – Fields in this section vary depending on whether the user is a customer/member or staff user.
The following user information shows for customers/members:Username
First name
Last name
Category – The account category, either "Personal" or "Business"
Organization (businesses only) – Organization name
Organization phone (businesses only)
Organization role (businesses only) – For information about organization roles, go to Manage Users
Customer/member – The ID number
Linked customers/members – Customer or member ID numbers linked with this user
Referral code – The referral code associated with the user
The following user information shows for staff users:
Username
First name
Last name
Category – The account category for staff users is always "Personal"
Usage information
Locked – This appears if the user is locked; for more information, go to Lock or Unlock User
Enrolled – Date and time of user's enrollment in Digital Banking
Last login – Date and time of user's last login
Contact information
Phone
Username
Email
Email on core (customers/members only) – 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 is helpful for troubleshooting 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 – Residential address
Branch (staff only) – If your institution uses our Staff-Led Account Opening product, this is the branch the staff member belongs to. Go to Configure Staff-led Branch Locations for more information.
Account Information (customers/members only) – The user's account number(s) that link to the Accounts section of the user's profile
Linked Organizations (businesses only) – The core ID of the organization(s) linked to this user. Go to Link or Unlink Organizations for more information.
Recent Threads (customers/members only) – Link(s) to recent messages from this user that open the Messages page
Notes (customers/members only) – Link(s) to internal notes added by your staff to the user's account via Admin Messages. Go to the Recent Notes section of the user profile to see all notes.
For instructions on editing user information, go to Edit User Information.
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