Granular Permissions for Credit Union Intranets

Need to show different intranet content to tellers vs. managers? Want to limit HR forms to specific roles or branches? SimplifyIT makes it easy. With granular permissions, you control visibility and edit access down to the field level - all from a clean admin dashboard.

Assign by Role, Department, or Location

Create permission groups that match your org chart - like Branch Tellers, Loan Officers, or Back Office HR. Assign users to one or many groups and instantly control what they see.

Control Page Access and Edit Rights

Pages, documents, forms, even individual form fields - all can be restricted. Want managers to approve, but staff to submit? No problem. Want marketing to edit news posts, but not procedures? Easy.

Why It Matters

Reduce risk: Limit sensitive content to the right eyes
Boost relevance: Show staff only what they need
Keep it clean: Prevent clutter from irrelevant tools

How Permissions Are Managed

Admins can assign roles manually, pull from Active Directory or Microsoft Entra groups, or sync with your core HR system. Updates can be scheduled, automated, or delegated - and you can always override at the user level when needed.

Common Questions

Can permissions be tied to Active Directory or Entra groups?

Yes. SimplifyIT supports syncing with Active Directory and Microsoft Entra ID. You can map users to intranet groups automatically or override them manually when needed.

Can we restrict edit access without hiding the page?

Absolutely. You can allow staff to view a page but limit who can edit it - even down to individual sections or fields.

How do we preview what a user can see?

Admins can impersonate any group or user with a built-in preview tool. It shows exactly what the intranet looks like for that role - no guesswork required.

Can permissions apply to forms, documents, and news posts?

Yes. Permissions can be applied to almost anything - including forms, files, announcements, and more.