System Access TrackingSee Who Has Access - And Prove ItWho has access to your core system, imaging platform, or VPN? SimplifyIT gives banks and credit unions a clean way to assign, track, and export access across users and systems. It works with internal roles, integrates with Active Directory and Microsoft Entra ID, and supports examiner-ready reporting. Access Tracking Features- View system access by user or resource
- Assign access manually or import from Excel
- Sync access with on-prem Active Directory or Microsoft Entra ID
- Export current access as CSV for auditors or management
- Integrated with offboarding to simplify removals
Audit-Ready by DesignExaminers often request a list of users and what they have access to. With SimplifyIT, that report takes seconds - not days. Tie access to forms, approvals, and change management, and stay ahead of compliance expectations.
Common Questions
Can we view access by user or by system?
Yes. You can pivot either way - see everything a single user can access or list all users who can access a specific system or resource.
How does it sync with Active Directory and Microsoft Entra ID?
Sync on a schedule or on-demand. The platform maps users, groups, and roles so entitlements in SimplifyIT match your directory of record.
Can we export reports for auditors and management?
Yes. Export CSV (or PDF if enabled) with users, systems, approvers, timestamps, and justification notes - ready for exams and board packets.
Does it support periodic access reviews (attestations)?
You can schedule quarterly or semi-annual reviews. Tasks route to managers or system owners, and their approvals are timestamped for audit.
How does this help with offboarding?
When a separation is recorded, linked access is queued for removal and logged. You'll have a proof-of-removal trail for examiners.
Can we require approvals for privileged access?
Yes. Flag admin or high-risk entitlements for extra sign-off, change control, and justification before access is granted.
Can we bulk import our current access inventory?
Absolutely. Seed from CSV/Excel, then keep it in sync via AD/Entra. That lets you start accurate and stay accurate.
Can non-technical staff request access without learning a new tool?
Yes. Staff can request access through simple forms or email. Admins manage approvals and exports from the dashboard.
Does it track physical and facility access too?
If you choose to, yes. You can record door badges, server room access, and other facilities alongside system permissions.
How does this tie into change management?
Access changes can be auto-flagged as change, linked to tickets and approvals, and included in exportable change reports for exams.
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