Role-Based Access for Credit Unions
🔐 Give staff access to only what they need. 🔐
Your loan officer doesn't need access to HR policies. Your teller team shouldn't be able to edit accounting procedures. With SimplifyIT, credit unions can assign visibility and editing rights by role - with full flexibility and zero IT frustration.
Customize Access by Role or Branch
- Control visibility by department, branch, or employee title
- Limit access to HR-only files, board-only folders, or specific internal forms
- Forms and pages can be set to read-only, hidden, or editable
- Admins assign access using drop-down filters - no coding required
- Changes are instant and tracked in the audit trail
