Roles and permissions

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.