Update Segment

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Your staff can update a user’s segment directly in Narmi Command, allowing you to adjust limits and permissions without accessing the core.

Staff users must have the “update_segment” permission to access this action.

To update a user’s segment:

  1. From the Narmi Command sidebar, select Customers/Members, then select the user’s name to open their profile.

  2. Select Actions > Update segment.

    Customer account overview with actions menu and external account details displayed.

    If you’re in the enhanced user profile, select the three dots > Update segment.

    Member information section displaying options like update segment and user details.

  3. Select Segment and choose a segment from the list.

    User interface for updating a segment with user information and navigation options.

  4. Select Next.

    User info section for assigning a platinum segment to a user.

  5. A confirmation message appears, showing the current and proposed segments. Select Yes, update segment to complete the change.

    Confirmation prompt to update segment from biz-ach-approvals to platinum status.

A message appears confirming that the segment was updated successfully.