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Credit Union Employee Directory

Smart internal contact visibility - tailored for the way credit unions operate.

SimplifyIT's Employee Directory goes beyond a basic contact list. It's searchable, permission-based, and built for privacy and control. Whether you want to show branch staff only what's relevant to them or give managers region-wide access, it's all built-in.

Find People Fast - By Name, Department, or Location

Quickly locate staff by branch, department, title, or role. Ideal for multi-location credit unions where not everyone knows everyone.

Separate View for External Contacts

Add and manage contacts for board members, legal counsel, insurance reps, or vendors - and restrict visibility so only the right users see them.

Photos, Branches, Extensions, and More

Show as much or as little as you want - photos, extensions, department names, job titles. Build familiarity across teams and locations.

Control Who Sees What

The directory uses granular permission rules to determine visibility by branch, department, or role. Need to hide the contact list from tellers outside their region? Done.

Favorites and Personal Nicknames

Users can mark favorite contacts and add personal notes or labels - visible only to them. It's like sticky notes, but smarter and searchable.

Compliance Logs for Every Change

Every edit is logged to the audit trail - from adding a phone number to removing a job title. It's always clear who changed what, and when.

Ready to See a Demo?

Book a quick walkthrough or check out the 2-minute overview video.

Related 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.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
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.
 
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