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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.

 
 
 
 
 
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.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
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 ✦