Documentation

Setting up your team

Choose your seats, pay, then name your team and invite the advisors who will work alongside you from the Team page.

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Introduction

The Team plan turns DNA into a shared workspace for your firm. You pick a seat count and pay. After that, you name the team and invite advisors from the Team page. This page covers what to expect.

What happens at checkout

Choose the Team plan, pick how many seats you need, and continue to checkout. DNA has no separate setup form. When payment completes, you land on the Team page and your team already exists. You can change the seat count later.

Before you start

Have two things ready:

  • The team name you want your advisors to see. DNA starts with “[Your first name]‘s Team” (or “My Team” if it has no first name on file), and you can change it.
  • The work email addresses of the advisors you want to invite. You can always invite more later.

Naming your team

On the Team page, open the menu next to the team name and choose Edit team name. Team admins can rename the team. Use the name your advisors would recognize, not an internal codename.

Inviting your first advisors

Click Invite Members on the Team page and add the work email of each advisor who should have access. Every invited advisor gets their own sign-in and sees the client files they create and any that are shared with them.

What your invited advisors see

Each invited advisor receives an invitation 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 the client files they create and any shared with them. If they decline, their seat is removed from your subscription and the charge for them stops at your next renewal.

After setup

You can start adding clients right away, even before every invitee accepts their invitation.

For changes after the initial setup, see: