Role-Based Access for Financial Services

🔒 Define who sees what. No IT ticket needed. 🔒

Client data. HR policies. Compliance forms. Not everyone needs access to everything. SimplifyIT helps financial firms manage visibility by department, job function, or branch - all without involving IT.

Set Boundaries That Match Your Org Chart

  • Limit visibility of sensitive content to specific teams
  • Show different versions of content by location or region
  • Update access rights with a few clicks - no coding needed
  • Track all permission changes via the audit trail

Empower Department Leads

Managers can adjust access for their own teams, saving time and avoiding bottlenecks. HR can see what they need. Compliance sees what they must. And everything else stays appropriately siloed.

Built for Financial Firm Compliance

Our role-based access model supports internal controls, data privacy, and audit readiness - so your firm stays secure and exam-ready at all times.

Related Features to Explore

See what else SimplifyIT can do for financial intitutions.

 
 
 
 
 
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 ✦