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App Guide
App Guide
Features
Integrations
Getting Started
Navigating the Dashboard
Assessment and Reporting
User Management
Customization
Support and Contact
Glossary
Gene AI Prompts
Digital Scan
Knowledge
Financial Behaviors
Work Talents
API 101
DNA 101
DNA Science 101
General Education
Money Energy
Personal Life Energy
Behavioral Marketing
Decision Making
People-Centric Businesses
Quantum Leap
Performance
Facilitation
Teams, Families, and Groups
Comparisons
Financial Planning
Workplace and Career Talents
Employment Decision-Aids
Factor and Sub Factor Report
General Implementation
Quantum Leap Coaching
Additional Discovery Processes
Partner Guide
Sign up for the partner program
ISV Guide
Partner Support
Billing Help
Internal SOPs
App
Operations
Sales
App Help
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Help Center
App Guide
App Guide
Features
Integrations
Getting Started
Navigating the Dashboard
Assessment and Reporting
User Management
Customization
Support and Contact
Glossary
Gene AI Prompts
Digital Scan
Knowledge
Financial Behaviors
Work Talents
API 101
DNA 101
DNA Science 101
General Education
Money Energy
Personal Life Energy
Behavioral Marketing
Decision Making
People-Centric Businesses
Quantum Leap
Performance
Facilitation
Teams, Families, and Groups
Comparisons
Financial Planning
Workplace and Career Talents
Employment Decision-Aids
Factor and Sub Factor Report
General Implementation
Quantum Leap Coaching
Additional Discovery Processes
Partner Guide
Sign up for the partner program
ISV Guide
Partner Support
Billing Help
Internal SOPs
App
Operations
Sales
App Help
App Guide
Learn how to navigate and use the DNA Behavior app to unlock personality insights and improve client engagement. See the app guide.
Features
What are My Account ID and Account Name?
Using Pre-Seeded Case Studies in Your DNA App Account
Reporting with DNA Web App
How to Change the Default Toggle for Users and My Team
Understanding the Nature of Natural Behavior Assessments and Guidelines on Retakes
Customizing Welcome Screen
Changing Usernames in the DNA WebApp
What is Digital Scan? Transforming Behavioral Insights with AI
How to Download the Sales Talent DNA Report
Getting Started with the Coaching Report (Beta)
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Integrations
Zapier: Streamline Behavioral Workflows with DNA Behavior's Integration with Zapier
Zapier: Mapping DNA Behavior Data to Third-party apps via Zapier
Zapier: Troubleshooting Connection Issues
Gene: Your Personalized AI Chatbot for DNA Behavior
Zapier Setup Guide
Zapier: Integrating with Redtail CRM
Automate Your Custom Slide Deck with Zapier and Google Slides
How to Embed the Discovery SDK: A Step-by-Step Guide
DNA Behavior Integration Guide
How to Integrate Fidelity Wealthscape℠ with DNA Behavior®
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Getting Started
How to Get Started
Migrating to the New DNA Behavior Web App
Assigning Advisors to Users
Minimum System Requirements
Viewing Users' Screen (Full-Screen Mode)
Work Talent Cards Explained
Logging back in to Complete the Natural Behavior Discovery
Financial Behavior Cards Explained
Individual and Company Trials
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Navigating the Dashboard
Natural Behavior Export
Automated Reminder Emails
Filter User List
Sorting Cards on the User Page
Assessment and Reporting
Comparing Two People
Generate Participant Reports in the DNA App
Ways and Methods to Access and Customize Reports & Experiences
Interpreting Factors and Subfactors in the DNA Web App
How to Generate a Team Report
Generating the Factor and Subfactor Report in the DNA App
How System Users can Share DNA Behavior reports with Non-System Users
Printable Manual Questions for Natural Behavior
Accessing Archived Legacy PDF Reports
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User Management
How to Grant DNA Support Login Access to your Account
How to add or remove named users
Should I add my client as a Named or Staff User?
How to Add Participants from External Accounts to Your Account
Customization
Edit Theme Dashboard
How to Personalize Colors and Themes on DNA Behavior Platform
Add your logo to your reports and screens
The Configurable Financial Behavior Report
The Configurable Work Talents Report
Creating, Managing, and Assigning Tags
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Support and Contact
Troubleshooting Blue Screen Errors When Logging into the DNA Web App
How can I delete my user profile data?
DNA App Feedback
Migrating from Communication DNA to the All-new DNA Web App
Ask an expert to double-check the scoring or insight
Troubleshooting Password and Login Issues in the DNA Web App
Steps to Reset Password
Error Handling Guide for the DNA API Developer Portal
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Glossary
What is Market Mood?
Legal Text for Disclosures on Self Registration Links and Discovery Process
Self Registration Links
System Labels
Predicted Results
Release Notes
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Gene AI Prompts
Behavioral Interview Hiring Questions - Gene AI Prompts
Client-facing talking scripts - Gene AI Prompts
Coaching Conversation Topics - Gene AI Prompts
Navigating Difficult Managerial Conversations- Gene AI Prompts
Filter Candidates based on Traits with Role Benchmarks - Gene AI Prompts
Behavioral Identity Facilitation- Gene AI Prompts
Entrepreneurial Talents- Gene AI Prompts
Money Conversations - Gene AI Prompts
Performance Coaching Facilitation- Gene AI Prompts
Wealth Coaching and Mentoring Facilitation- Gene AI Prompts
See more
Digital Scan
How Digital Scan Works
How to Use Digital Scan
Digital Scan for Events Execution Guide
Request a Bulk Digital Scan for Your Contacts
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