Managing seats

Introduction

Seat management only comes up on the Team plan, where each advisor on your team counts as one seat. This page covers how DNA counts seats, what happens when you add or remove one, and how the monthly renewal works.

How seats are counted

You do not pick a seat count directly. DNA derives your seat total from the people on your team:

• Every active advisor, including yourself, counts as one seat.
• Every pending invite counts as one seat from the moment you send it.
• Declined invites and removed members do not count.

The Team page shows your active members and pending invites, which together make up your seat total. The dollar impact on your monthly bill appears in the Invite members dialog, where you confirm it before you send.

Adding a seat

To add a seat, invite a new advisor from the Team page. Each invite you send triggers an immediate pro-rated charge for the rest of the current billing period. On your next renewal, the full per-seat charge applies.

See Inviting team members in Team Management for the invite flow itself.

Removing a seat

To remove a seat, remove the corresponding team member from the Team page. The member loses access immediately, and the lower seat count applies from your next renewal. DNA does not credit or refund the unused part of the current billing period.

Monthly renewal

On every monthly renewal, DNA charges you for whatever seat count is active at that moment. DNA already accounts for any pro-rated charges from mid-cycle additions, so they do not double up on the renewal invoice.