Team Management
Roles and permissions
Understand the two roles on a DNA team, what each can do, and how to promote or demote members.
Introduction
Every team member has one of two roles: Admin or Member. This page covers what each role can do, how to change someone's role, and the one rule to keep in mind when moving admins around.
The two roles
Roles show up as badges on the Team page. Admins wear a blue Administrator badge. Members wear an outlined Member badge.
What each role can do
Action | Admin | Member |
|---|---|---|
View the Team page | Yes | Yes, read-only |
Invite new advisors | Yes | No |
Cancel pending invites | Yes | No |
Remove active members | Yes | No |
Promote or demote other members | Yes | No |
Edit the team name | Yes | No |
Manage billing and seats | Yes | No |
View the audit log | Yes | Yes |
Work on client files | Yes | Yes |
Leave the team | Yes (if not the last admin) | Yes |
Apart from team-level admin actions, every member sees the same client files and can work on them without restriction. Role does not affect client access.
Changing someone's role
From the Team page, open the action menu on any active member's row. You will see Promote to Admin on members and Demote to Member on admins. The change takes effect immediately.
A pending invite's role is locked to whatever you set when the invite was sent. You can change it once the advisor accepts and becomes active.
The last admin rule
A team must always have at least one active admin. DNA enforces this in two places:
You cannot demote the only active admin.
You cannot leave the team if you are the only active admin.
If you are the last admin and need to step back, promote someone else first. Then you can demote yourself or leave.