System Administration & User Management
WealthWorks+ now allows user ‘roles’ to be defined, and then applied to each user accessing the site. Rather than having to define which user can view, add...
Fri, 24 Mar, 2023 at 3:41 PM
Enabling Single Sign-On To use Windows Authentication login credentials to log straight into WealthWorks+, you will first need to configure the Troika ...
Fri, 24 Mar, 2023 at 3:45 PM
This video tutorial will show you how to add new users to the system within WealthWorks+. This process will replace adding users through Users - Add in Troi...
Fri, 24 Mar, 2023 at 3:49 PM
Introduction The 4.6 release of WealthWorks+ includes a new timesheet feature replacing the Troika Time & Billing, Manual Time Entry menu option. ...
Fri, 24 Mar, 2023 at 3:58 PM
This video tutorial will show you how to update the general settings required for managing timesheets in WealthWorks+. These notes are applicable fro...
Mon, 27 Jul, 2020 at 1:39 PM
This video tutorial will show you how to set up and manage the user settings required for timesheet entry posting and approvals. These notes are ap...
Mon, 27 Jul, 2020 at 1:36 PM
This video tutorial will show you how to edit the schemas within WealthWorks+. Schemas control the layout of the minutes and agendas within WealthWorks+. ...
Fri, 24 Mar, 2023 at 4:01 PM
WealthWorks+ now allows you to manage your security groups, adjusting access for your users to specific groups of clients as opposed to all. This video tuto...
Fri, 24 Mar, 2023 at 4:03 PM
Additional Security Verification (Two Factor Authentication) Users can now be required to use Two-Factor Authentication (2FA) as a method of verifying ...
Fri, 24 Mar, 2023 at 4:10 PM
The Title field is no longer a free text field, but offers a pre-defined list for selection. This video tutorial will show you how to add, edit and delete u...
Fri, 24 Mar, 2023 at 4:10 PM