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Alkami User Management Guide

Manual workflow

How to add, remove, and manage users with operational caveats that matter in production.

UpdatedMar 17, 2026

Summary and recommendation

Alkami user management can be run manually, but complexity usually increases with role models, licensing gates, and offboarding dependencies. This guide gives the exact mechanics and where automation has the biggest impact.

Alkami is an enterprise-only digital banking platform sold exclusively to financial institutions such as banks and credit unions.

It is not a general-purpose SaaS tool, and its admin and user-management documentation is not publicly available.

Independent verification of any provisioning or deprovisioning workflow is not possible without a direct institutional contract.

Quick facts

Admin console pathSettings / Administration > Users and Roles (exact labels vary by tenant)
SCIM availableNo
SCIM tier requiredN/A
SSO prerequisiteNo

User types and roles

Role Permissions Cannot do Plan required Seat cost Watch out for
Admin Can manage tenant settings, integrations, and user access. Cannot grant capabilities outside the modules or features enabled for the tenant. Detailed built-in role names are not fully documented publicly.
Standard User Can use the core product features exposed to their assigned role. May not be able to manage tenant settings, integrations, or other users. Exact privileges can vary by tenant configuration and contract scope.

Permission model

  • Model type: role-based
  • Description: Alkami appears to use role-based access for tenant administration and general product use, but the detailed permission matrix is not publicly documented in full.
  • Custom roles: Unknown
  • Custom roles plan: Not documented
  • Granularity: Expect administrative access to be separated from standard user access, with exact scopes configured per tenant.

How to add users

  1. Log in as an administrator.
  2. Open settings or administration and navigate to users.
  3. Choose the add or invite user action.
  4. Enter the user's work email and assign the appropriate role.
  5. Save the user and complete any activation or SSO steps required by the tenant.

Required fields: Work email address, Role

Watch out for:

  • Public documentation for user administration is limited, so exact labels may vary by tenant.
  • If SSO is enabled, upstream IdP assignment may still be required before the user can sign in.
Bulk option Availability Notes
CSV import Unknown Not documented
Domain whitelisting Unknown Automatic domain-based user add
IdP provisioning Unknown Not documented

How to remove or deactivate users

  • Can delete users: Unknown
  • Delete/deactivate behavior: Public docs do not clearly document whether users are disabled, deleted, or both. Treat lifecycle behavior as tenant-specific unless confirmed in-product.
  1. Open the users area as an administrator.
  2. Locate the user to offboard.
  3. Disable, revoke, or remove the account using the controls available in that tenant.
  4. Review any integrations, service accounts, or credentials associated with the departing user.
Data impact Behavior
Owned records Tenant data remains in the workspace; public docs do not describe user-owned content semantics in detail.
Shared content Shared content and workspace records typically remain available unless separately removed or reassigned.
Integrations Review service credentials, workflow ownership, and integrations separately during admin offboarding.
License freed Seat reuse behavior is contract-dependent and not publicly documented in detail.

Watch out for:

  • Offboarding should include token, integration, and service-account review, not just interactive login removal.

License and seat management

Seat type Includes Cost
Named User Access to the tenant features exposed to the assigned role. Seat entitlements are generally tied to the subscription contract. Custom pricing; determined by contract and plan.
  • Where to check usage: Settings / Administration > Users and Roles
  • How to identify unused seats: Review the tenant user list and any visible login or activity metadata. No public unused-seat report was verified.
  • Billing notes: Alkami is sold primarily through custom or enterprise contracts. Public seat pricing and detailed licensing terms are not broadly disclosed.

The cost of manual management

Because no public help center, knowledge base, or admin console path has been documented, there is no reliable way to estimate the steps or time required to add or remove users across every app tied to Alkami. All support and administration appears to flow through private, institution-specific channels.

This opacity makes it impossible to benchmark manual overhead against other platforms.

The decision

If your organization is a contracted financial institution already using Alkami, user-management workflows will be defined by your specific agreement and onboarding documentation provided directly by Alkami. If you are evaluating Alkami, expect every app integration and admin capability to be scoped and disclosed only during a formal sales or procurement process.

No self-serve trial or public admin demo is available.

Bottom line

Alkami is a closed, enterprise-only platform with no publicly documented admin workflows, no public help center, and no self-serve access. Any assessment of manual provisioning effort, permission models, or license management requires direct engagement with Alkami under a formal institutional contract.

Organizations outside the financial institution segment will find no applicable path to evaluate or use this platform independently.

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UpdatedMar 17, 2026

* Details sourced from official product documentation and admin references.

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