How to Add a New User to the DNA Behavior App

Adding a new team member to the DNA Behavior app is a simple process, but it does require following the correct steps to ensure their account is set up properly. All new users must begin with the self-registration link. This registration step is what allows them to be recognized in the platform as a named user, making it possible to assign roles, grant access, and manage permissions.

Step 1: Use the Self-Registration Link

The first step in adding a new user is sharing the self-registration link with them. This link is required because it allows the team member to create their own account directly within the DNA Behavior system. Without completing this step, they cannot be added as a named user. Once the registration form is completed, the new team member will appear in the app and can then be managed by admins or assigned specific permissions.

Step 2: Complete or Confirm the Questionnaire

After self-registration, it is important to determine whether the new user has already taken the DNA Behavior questionnaire. If they have not yet completed it, we strongly recommend that they go through the process during registration. The questionnaire is the foundation of the behavioral profile and ensures the team member can fully benefit from the insights the platform provides.

For users who have already completed the questionnaire and have a full profile, there may still be situations where a second account is needed (for example, if they are working with multiple organizations). In these cases, they can simply use the same self-registration link again to create another account. After signing up, they can log out and access the new account separately as needed.

Step 3: Assign Admin Access (Optional)

Once the new user has successfully registered, an existing named user with admin rights can upgrade their role to an admin if appropriate. This is done directly within the web app by the current admin. Once admin access is granted, the new user will be able to log in and perform administrative tasks such as managing users, viewing data, or configuring settings. This ensures flexibility in managing the team and makes it easy to delegate responsibilities securely. To assign or remove a named user, follow the instructions in our detailed guide here: How to Add or Remove a Named User.

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