Overview
Advisor 'Types' displayed within the register of Professional Officers on a client can be controlled within Troika, by your organisation. If you wish to use the Professional Officers register (located in the Administration & Compliance module, Client tab, Client Details – Edit menu option, and the Registers tab) to note the Registered Agent, you may need assistance adding this as a new ‘Type’ for selection.
Adding Registered Agent as an available 'Type'
Where ‘Registered Agent’ is not yet available in the ‘Type’ list within the Professional Officers register, it will need to be added. To do this, from the Utilities module, select the Security tab, and the menu option Administration Settings. From the Administration Settings Menu, select the menu option Add/Edit Other Types.
To add a new type, scroll to the end of the current list, and click in the left field noted initially by a star symbol. Type ‘Registered Agent’ in the Description column – you will notice when typing that the star symbol is replaced with a pencil, to show the record is being edited. Once done, select the appropriate user register this new ‘Type’ should display on (in this case, ‘Advisors’):
When added, to save the record, either click on the next blank record beneath the record just entered, or click on the pencil icon on the left). In both cases, the pencil icon will revert to a triangle icon, confirming the line amended it saved successfully.
Click the ‘X’ button to close and save changes.
Assigning the 'Registered Agent' type to register entries
From the Administration & Compliance module, select the Client tab, and the menu option Client Details – Edit. From here, select the Registers/Lists tab to access the Register of Professional Officers (Advisors):
Click the Edit button to amend the register.
When either adding a new register entry, or editing an existing entry, the new ‘Type’ for Registered Agent will now be available for selection.
Click Close to exit.
This articles is confirmed to be applicable from Troika release 2.08.020.