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AimFin
Customer Management

User Access Control

Enterprise-grade security for every user and role

8Features
3Integrations
3Industries

About this Module

Provides granular role-based access control across the entire AimFin platform. Define custom roles, assign permissions at the field level, and enforce security policies that scale with your organization. Every action is auditable, ensuring compliance with industry regulations.

8Key Features
3Integrations
3Industry Use Cases

Key Features

1Role-based access control with unlimited custom roles
2Field-level permission granularity
3Multi-factor authentication enforcement
4IP whitelisting and geo-restriction policies
5Comprehensive audit trail for all user actions
6Single Sign-On (SSO) integration support
7Session management with configurable timeouts
8Bulk user provisioning and de-provisioning

How It Integrates

H
Connects with HRM

Auto-provisions user accounts when employees are onboarded via HRM

R
Connects with RAE

Feeds access logs and permission change events to analytics dashboards

N
Connects with NAC

Triggers security alerts through the notification engine on suspicious access attempts


Ideal Use Cases

1
Investment & Insurance

Enforce strict data segregation between advisors and compliance teams with role-based views and audit trails

2
IT Services

Manage multi-tenant access for client-facing teams while restricting internal financials to leadership

3
Manufacturing

Grant shop floor supervisors read-only access to production schedules while finance teams manage cost data


Product Preview

Access policy configurator – product UI coming soon

See User Access Control in action

Schedule a personalized demo to explore how it fits your workflow.

Book a Demo