User Permissions for Bank Intranets

Not every branch or department needs access to every file. With SimplifyIT, you can restrict intranet content by job title, business unit, or location - in just a few clicks.

Keep sensitive HR documents limited to HR staff. Give compliance teams editing rights to audit logs. Hide executive memos from front-line employees. Our permissions system was built for banks, from community institutions to regional networks.

Permissions That Fit Your Bank's Structure

  • Assign access based on branch, title, or department
  • Show or hide intranet tools, documents, and forms by role
  • Use predefined permission groups or create your own
  • Grant view, edit, or full admin access with a click
  • Keep private content invisible to unauthorized staff

Compliance-Friendly Logging

All access changes and document views are logged to support your audit trail. Know exactly who saw a policy - and when they acknowledged it.

Microsoft 365 & Directory Syncing

Our platform integrates with Microsoft 365 and Entra ID, so your permission structure follows your organization chart - automatically. Role changes update access instantly.

Simple Enough for Admins

No IT department required. Bank admins can control access directly from the browser using a clean, intuitive interface.

Related Features for Banks

Looking for more tools? Explore all SimplifyIT 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 ✦