Granular Permissions for Banks

🔒 Not everyone needs access to everything. 🔒

Your HR team shouldn't see your audit logs. Your branch tellers don't need access to underwriting docs. With SimplifyIT's granular permissions, banks can assign visibility at the page, file, or form level - no IT intervention required.

Visibility Rules Made for Banking

  • Role-based visibility for documents, pages, and internal requests
  • Restrict policy edits to compliance, HR, or department heads
  • Limit form access by branch, job title, or division
  • Lock down financial documents while keeping operations info accessible
  • All changes tracked with timestamped logs

Built for Multi-Branch Environments

Banks with multiple locations or business units need permission controls that scale. Whether you're regional or statewide, SimplifyIT adapts to your org chart without making a mess.

Give Departments Ownership

Department managers can maintain access to their own content without IT tickets. Updates are made directly in the admin panel, keeping things efficient and secure.

Perfect for Examiner Reviews

During audits or reviews, permission reports are easy to generate - showing who has access to what, and when it was last changed. That's transparency examiners love.

Pair with These Banking Features

See more: Intranet Features

 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦