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...
Tue, 8 Oct, 2024 at 10:04 AM
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 ...
Tue, 31 Dec, 2024 at 2:02 PM
Introduction The 4.6 release of WealthWorks+ includes a new timesheet feature replacing the Troika Time & Billing, Manual Time Entry menu option. ...
Mon, 8 Jul, 2024 at 10:44 AM
This video tutorial will show you how to update the general settings required for managing timesheets in WealthWorks+. Tutorial Transcript To m...
Mon, 7 Oct, 2024 at 2:10 PM
This video tutorial will show you how to set up and manage the user settings required for timesheet entry posting and approvals. Tutorial Transcrip...
Tue, 8 Oct, 2024 at 9:48 AM
This video tutorial will show you how to edit the schemas within WealthWorks+. Schemas control the layout of the minutes and agendas within WealthWorks+. ...
Mon, 7 Oct, 2024 at 3:28 PM
Please note, this tutorial shows you how to use Security Groups in WealthWorks+, functionality introduced initially in release 4.7. This functionality has ...
Mon, 7 Oct, 2024 at 1:41 PM
Additional Security Verification (Two Factor Authentication) Users can now be required to use Two-Factor Authentication (2FA) as a method of verifying ...
Mon, 7 Oct, 2024 at 2:21 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...
Mon, 7 Oct, 2024 at 2:54 PM