Documentation

Setting up your team

Create a shared workspace for your firm, name it, and invite the advisors who will work alongside you.

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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.

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.

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.

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.

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: