Role-based access
Roles and entity assignments govern which records and actions a user can access. Authorized administrators manage access within their workspace.
GOVERNANCE & SECURITY
Give people the access and context they need.
Tenant-scoped workspaces, entity permissions and governed review workflows support accountable treasury operations.
Your organization. Your workspace.
Your organization accesses Sanchay through its dedicated workspace address. Within that workspace, multiple legal entities and users can be managed with the relevant access permissions.
Entity View keeps a selected entity in focus. Authorized Global View brings together the entities the user is permitted to see.
People & workspace features
APPROVAL CONTROLS
Review governed actions before they take effect.
Maker-checker workflows let teams submit supported treasury actions for review, with the relevant details and recorded approval history.
Approval behavior follows the workflow and the user’s permissions. Supported Tenant Admin exceptions can apply changes immediately with an explicit audit record. Policy administration and statement application also have their own review lifecycles.
This lets teams understand both the action taken and the authority under which it was applied.
Controls that work together.
Session controls
Authentication and session controls govern access to the application, including session validation and expiry handling.
Recorded activity
Review governed changes and approval history with the responsible user, entity and timestamp where recorded.
Source and report context
Review report-generation details alongside the underlying records and available data-quality indicators.
Discuss your review requirements.
Use a demo to explore role and entity access, approval behavior and the evidence available for your chosen workflows. Enterprise SSO is a planned capability.
LET’S TALK TREASURY
A clearer view starts here.
Explore how Sanchay Treasury OS can work for your team.