User Management for Financial Institution Intranets
Manage employee access with confidence. SimplifyIT includes secure, centralized user management features that make it easy to control visibility, access levels, and participation across all modules of your intranet.
Whether you're adding new team members, reassigning responsibilities, or deactivating accounts, you'll have the tools you need - without needing developer or IT support.
Core User Management Tools
- Add, edit, and deactivate users manually or in bulk
- Assign roles and permissions by department, location, or job title
- Sync users with Microsoft 365 / Entra ID or other directory systems
- Auto-route tickets, forms, or alerts based on user attributes
- Track login activity and monitor last access dates
Onboarding and Offboarding Made Simple
Assign onboarding tasks, grant form access, or trigger announcements automatically when a new user is added. When someone leaves, deactivate accounts and remove access instantly - without affecting historical records or audit trails.
This makes SimplifyIT a perfect partner to your onboarding and offboarding processes.
Granular Control Meets Simplicity
From assigning branch-specific announcements to restricting access to sensitive compliance forms, SimplifyIT gives you the fine-tuned control you need - without unnecessary complexity. Admins can manage visibility for each user with just a few clicks.
Explore Related Features
- Role-Based Access - Ensure users only see what's relevant to them
- Onboarding Tools - Get new hires up to speed from day one
- Smart Form Builder - Route forms and approvals by role or location
- Announcements - Target messages to specific teams or branches
- Microsoft 365 Integration - Sync user data and reduce manual entry
