Can I let a partner/colleague access the system with read-only access? : thewealthworks Customer Support Portal

Can I let a partner/colleague access the system with read-only access? Print

Modified on: Tue, 21 Mar, 2023 at 1:17 PM

Yes.

WealthWorks+ is ideal for this. Contact us if you don't have WealthWorks+ installed or are unsure if your license includes the intranet system. The system runs in a web browser and allows users controlled access to a group of clients on your Troika system.

The display can be amended according to your needs and reports can be accessed from WealthWorks+ too.

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Help Desk Software by Freshdesk

Can I let a partner/colleague access the system with read-only access? Print

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