User Management
All records in Troika are recorded against the user who made the change. When an employee leaves your organisation, their account should be disabled, not de...
Tue, 31 Dec, 2024 at 2:17 PM
Yes, you will need a Troika user with administrative access to do this. This may be your IT department, or someone senior within your own department. Wi...
Tue, 21 Mar, 2023 at 1:13 PM
Overview There are four main options that need to be accessed and setup when adding a new user to Troika. These will determine what modules within the T...
Tue, 31 Dec, 2024 at 1:59 PM
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 co...
Tue, 30 Apr, 2019 at 12:29 PM
Yes. Within Troika's Utilities module, and the security tab, click the Password menu option. Enter your old password, followed by your new password...
Tue, 21 Mar, 2023 at 1:18 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...
Tue, 21 Mar, 2023 at 1:17 PM
Overview Client information is often extremely sensitive. In some instances, you may have extremely sensitive or confidential clients which (internally)...
Fri, 5 Jul, 2024 at 12:54 PM
Yes. Your Troika log-in account will give you access to menu options that your system administrator has assigned to you using the Menu Groups option in Tr...
Thu, 2 May, 2019 at 12:31 PM