User Templates for Fast, Consistent Staff Setup
Save Time. Reduce Errors. Stay Consistent.
With SimplifyIT's User Templates, you can set up new or transferring employees in seconds - with the right access, permissions, and starter tools already configured. It's faster than manual entry and reduces mistakes across departments and locations.
What's in a User Template?
- Default access groups (e.g., Lending, HR, Branch Staff)
- Pre-assigned Smart Forms or workflows
- Starter bookmarks or dashboard shortcuts
- Assigned policies for acknowledgment
- Custom notes or reminders for onboarding
Example User Templates
- Teller - Branch A: Limited access, branch-specific forms, basic tools
- Loan Officer - HQ: Lending folder access, vendor review forms, policy dashboard
- New IT Staff: All tools, device management, audit exception tracking
Offboarding? Just as Easy.
User Templates aren't just for onboarding. You can create offboarding templates that remove access, log notes, and trigger exit procedures - with the same one-click simplicity.
Common Questions
Can we create our own templates?
Yes. Admins can create, edit, and save templates based on your organization's needs.
Can templates be assigned by role or department?
Yes. You can auto-apply based on department, branch, or other metadata.
Can we change a user's template later?
Yes. Templates can be reapplied or edited at any time.
User Templates make staff changes faster, cleaner, and less error-prone - giving you full control over access, policies, and tools from day one.
