User Permissions in Financial Services Intranets

Whether you're managing teams across branches, departments, or business units, SimplifyIT gives you full control over who sees what - and when. No IT help required.

Control access to HR content, restrict editing rights to managers, or hide sensitive procedures from front-line staff. Permissions in SimplifyIT are flexible, intuitive, and designed for real-world structures in financial services firms.

Granular Access by Role or Location

  • Assign permissions by department, branch, title, or team
  • Restrict access to sensitive documents, forms, or pages
  • Grant read-only, edit, or admin access with a click
  • Use default permission roles or create custom ones
  • Ensure private content stays invisible to unauthorized users

Support Compliance with Visibility Logs

Permissions aren't just about access - they support accountability. Track when users view or acknowledge documents, and record every access change in your audit trail.

Sync with Microsoft 365 or Entra ID

Automatically align intranet access with your organizational structure using Microsoft 365 or Entra ID. Staff role changes instantly update permissions - no extra work required.

Non-Technical? No Problem.

Permissions are managed through a simple browser interface that's designed for intranet admins - not developers. Anyone can learn it in minutes.

Related Features for Financial Services

Looking for more tools? Explore all SimplifyIT intranet features.

 
 
 
 
 
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.
 
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