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Access Controls for Credit Union Intranets

Credit unions operate on trust and transparency - but that doesn't mean every employee needs access to every policy, form, or internal announcement.

SimplifyIT provides granular access control tools designed specifically for credit unions. Set rules by job title, department, branch, or user role - and let the intranet do the rest.

Role-Based Permissions with Simplicity

  • Departmental Segmentation: Share procedures only with the departments that need them - such as Lending or HR
  • Branch-Specific Access: Limit internal announcements or tools to staff at specific branches or locations
  • Executive & Board-Only Areas: Control access to strategic or sensitive content
  • Page-Level and File-Level Permissions: Lock down individual content pieces without affecting the whole system

Tailored for Compliance Needs

Auditors expect access to be limited to those with a business need. Our tools help credit unions meet NCUA and internal audit expectations with ease - and with logs to back it up.

See who had access to what and when - without involving your IT department or external tools.

Works with Everything Else

Whether it's forms, workflows, announcements, or documents, our access control engine integrates seamlessly - giving you total control without complexity.

Related Features

Frequently Asked Questions

Can we limit visibility based on branch or department?
Yes. You can restrict access to documents, forms, or pages based on branch, role, or user group - perfect for segmenting HR, lending, and compliance content.
Is access logging available?
Yes. Access events are logged and viewable through our centralized audit trail, helping you respond to audits or internal reviews with confidence.
How is this different from SharePoint permissions?
Our system is purpose-built for credit unions - no external consultants or IT admins needed to assign or manage permissions.
 
 
 
 
 
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