User Permissions for Credit Unions

Whether you're managing one branch or thirty, controlling visibility in your credit union's intranet should be easy. SimplifyIT makes permissions flexible, visual, and completely admin-friendly - no IT support needed.

Restrict lending procedures to branch managers. Give HR access to onboarding files only. Hide board updates from tellers. You're always in control - and it takes just seconds to adjust.

Access Rules That Match Your Org Chart

  • Assign visibility by role, department, or branch
  • Control access to forms, files, pages, and tools
  • Use built-in groups like 'Tellers' or 'Executive' - or create your own
  • Set read-only, edit, or admin rights in one click
  • Keep sensitive content hidden from front-line users

Audit-Ready by Default

Need to prove who saw what, and when? Every permission change, policy view, and acknowledgment is logged - creating a clean audit trail examiners love.

Connect to Microsoft 365 / Entra

Already managing your users in Entra ID (formerly Azure AD)? We can sync permissions directly - no need to duplicate roles or update access manually when jobs change.

Made for Non-Tech Admins

Your HR or operations lead can set permissions directly from the browser. No scripts, no guesswork. Everything is visual - and safe.

Related Features for Credit Unions

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.
 
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