Firstly, you will need to check whether, as an organisation, you have sufficient Troika licences. You can do this by checking your internal records, or contacting thewealthworks team on +44 (0)1444 401333.
Where you have sufficient licensing in place follow our article which guides you through adding a new user to Troika and WealthWorks+.
You will also need to arrange with your IT department to install the Troika program on the PC they will be using or configure Citrix/terminal server access.