Inviting team members

Introduction

Once your team is set up, the Team page is where you manage membership day-to-day. You add new advisors, cancel invites you have not used yet, and remove members when someone moves on. This page covers those actions. For the initial team setup at checkout, see Setting up your team under Getting Started.

Inviting an advisor

From the Team page, click Invite Members to open the invite form. Enter the work email of each advisor you want to add, one at a time. DNA shows the dollar impact on your bill before you confirm, because each new advisor adds a seat to your subscription.

Once you confirm, DNA emails each advisor an invitation and adjusts your subscription. DNA charges per seat, with an immediate pro-rated amount for the rest of the current billing period.

What your invited advisors see

When an invited advisor signs in for the first time, a prompt asks them to accept or decline the invitation. Accepting drops them into the shared workspace. They see the client files they create and any that are shared with them. Declining removes their seat from your subscription, and the charge for that advisor stops at your next renewal.

Cancelling a pending invite

An invite stays pending until the advisor signs in and accepts. If you want to pull it back before that happens, find the pending row on the Team page and click Cancel. DNA removes the seat from your subscription, and the advisor will not see the accept prompt if they sign in later.

If the invitation email has not landed, click Send invite again on the pending row. DNA allows one resend every 24 hours for each invite, and the button shows when the next one is available.

Removing an active member

If an advisor leaves your firm, find their row on the Team page and click Remove. Removed members lose access to the team immediately. DNA lowers your seat count, and the lower charge starts at your next renewal, with no credit for the rest of the current period.

Before you confirm, DNA asks what should happen to the clients only that advisor manages:

• Let them keep them (the default): those clients leave the firm with the advisor, and you no longer see them.
• Reassign to me: those clients stay in the firm, and you become their advisor.

Clients the advisor shared with other team members are not affected by this choice. They stay with the advisors who still have access, and only the removed advisor’s access ends. DNA does not reassign anyone’s clients automatically, so decide before you click Remove.

When a member leaves on their own

Any team member can leave the team themselves with the Leave button on their profile. The seat change works the same way as an admin-initiated removal. Clients only that person manages always leave with them; the choice to keep them in the firm is only offered when an admin removes someone. Clients shared with other advisors stay with the team. The last active admin cannot leave without promoting someone else first, so there is always at least one admin in charge.