Granular Permissions for Financial Services
🔒 Only the right eyes see the right things. 🔒
In financial services, not everyone should see everything. Whether it's an HR policy, internal audit note, or private client workflow - SimplifyIT gives you precision access controls down to the group, role, or individual.
Visibility That's Not One-Size-Fits-All
- Set page-level visibility based on group, role, or location
- Hide sensitive content from general staff while keeping it accessible to managers
- Control form access and submissions - by department, by branch, or by job title
- Prevent accidental edits with granular contributor/editor permissions
- Keep compliance content secure - but available to those who need it
Ideal for Multi-Department Financial Institutions
Your team might include underwriters, investment officers, compliance reviewers, and branch staff - all with different access needs. SimplifyIT helps you keep it organized, protected, and easy to maintain.
See everything included: Full Feature List
