Getting Started
Setting up your team
Create a shared workspace for your firm, name it, and invite the advisors who will work alongside you.
Introduction
The Team plan turns DNA into a shared workspace for your firm. Once you upgrade from Starter or Pro, you run through a one-time setup: give the firm a name, and invite the advisors who will share access to client files. This page covers what to expect during that setup.
This page applies to the Team plan only. Starter and Pro accounts run as a single-advisor workspace and skip team setup entirely. To switch plans, see Choosing a plan.
When team setup happens
Team setup runs once, right after you complete the Team plan checkout. DNA shows a setup page asking for your firm's name and the email addresses of the advisors you want to invite. Plan to do this in one sitting so the rest of the product opens up cleanly.
Before you start
Have two things ready:
The firm name you want clients and team members to see in the app and on reports.
The work email addresses of the advisors you want to invite at the start. You can always invite more later.
Naming your firm
The firm name appears in two places: the top of the app for everyone on the team, and on the client-ready PDFs your team produces. Use the name your clients would recognize, not an internal codename.
You can change the firm name later from team settings, but the change only flows into PDFs when you regenerate them. Pick the name you want clients to see from day one.
Inviting your first advisors
Add the work email of each advisor who should have access to the workspace. Every added advisor gets their own sign-in and shares access to every client file in the firm.
DNA does not send invitation emails. Each invited advisor picks up their invite when they sign in to DNA for the first time with the matching email address. Give them a heads-up to sign in, since there is no email in their inbox telling them to.
1
Enter each advisor's work email
Type or paste one email per row. Press Enter between emails to confirm each one.
2
Review the billing impact
DNA shows the exact dollar change to your bill based on the advisors you are adding. Seats are charged as you invite: each new advisor becomes an immediate pro-rated charge for the rest of your billing period, and a full per-seat charge on your next invoice.
3
Send the invites
Confirm the change to finalize. DNA records the invites against each email and updates your subscription. Your team can now sign in to accept.
What your invited advisors see
Invited advisors do not receive an email. The first time they sign in to DNA with the email address you invited, a prompt appears asking them to accept or decline the invitation to join your firm.
If they accept, they land directly in the shared workspace with access to every client file. If they decline, their seat is removed from your subscription and you stop being charged for them.
Let each invited advisor know you added them before they sign in. Without it, they have no way of knowing an invite is waiting.
Billing access is restricted by default. Only the account holder who set up the team can manage seats, payment methods, and invoices. To grant another advisor billing access, see Roles and permissions under Team Management.
After setup
Once invites are sent, the rest of DNA opens up. Your team can start adding clients right away, even before every invitee accepts their invitation.
For changes after the initial setup, see:
Inviting team members: adding more advisors after the initial setup.
Roles and permissions: adjusting what each member can see and do.
Audit logs: reviewing what each member has done in the workspace.
Managing seats: removing members and adjusting your subscription.