Access Controls for Financial Services Intranets
Not every team member should see every policy, form, or update. With SimplifyIT, financial institutions can implement precise, role-based intranet access controls that protect sensitive content while keeping daily operations running smoothly. From front office to compliance to IT, each department sees only what's relevant.
Tailored Access, Trusted Security
- Department & Role Segmentation: Limit visibility by team, title, or location for policies, documents, homepage modules, and forms.
- Branch-Specific Content: Ensure branch-level notices or SOPs are only visible to their respective teams.
- Sensitive Document Protection: Restrict access to audit preparation files, compliance archives, or vendor contracts.
- Audit Logging: Track who accessed or acknowledged what - essential for internal controls and external audits.
Simple Setup for Complex Organizations
Whether you're managing 30 employees or 3,000, our access control tools scale with your firm. Assign rules by Active Directory groups, use manual overrides, or sync with Microsoft Entra ID for a seamless experience.
Explore More Financial Intranet Features
See It in Action
Book a Call or Watch a Demo to see how financial firms implement access controls with confidence.