User Permissions in Your Intranet

Controlling who can see what - and when - is fundamental to a secure and effective intranet. SimplifyIT gives you complete, flexible user permissions tools designed for banks and credit unions, no matter your structure.

Restrict sensitive procedures to leadership. Limit HR content to specific roles. Give compliance teams editing access to audit forms. It's all built in - and simple to manage.

Granular, Flexible Control

  • Set access by department, branch, title, or custom roles
  • Control page and document visibility at every level
  • Apply read-only, edit, or admin rights with one click
  • Restrict internal forms, files, and announcements by group
  • Hide sensitive modules entirely from unauthorized users

Maintain Oversight with Audit Trails

Permissions don't just control access - they support compliance. Track who viewed or acknowledged each policy, and when. Every access change is logged to protect your audit trail.

Integrate with Directory Systems

SimplifyIT supports direct syncing with Microsoft 365 / Entra ID or other directory tools. That means permissions follow the same structure your organization already uses - and update automatically when staff roles change.

Built for Non-Technical Admins

No IT support? No problem. Admins can manage visibility and access directly from the browser. Everything is visual, simple, and safe - by design.

Explore Related 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.
 
✦ trusted in banking since 2004 ✦