Anyone that has experience with DNA Behavior Systems prior to upgrading to the version 2 system who are looking for where to find features from the legacy system.
Common Questions:
Where do I find my features from the legacy system?
How do I find my clients?
How do I use the new admin system?
Details:
This document is designed to be a guide to allow users to map features and functionality from the legacy DNA Behavior Admin system (dnabehavior.biz) to the updated v2 DNA Online App (dnabehavior.com)
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Legacy System Tab |
Legacy System Function |
New System Area |
New System Function |
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My DNA |
Landing page on logging in, access your own reports |
Dashboard |
Landing page on logging in, see summary of users and recent activity |
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Clients |
Search |
Users |
Search box |
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Create Client |
Users |
Invite (FUTURE) |
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Settings |
Self Registration - copy link |
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Create Group |
Settings |
Self Registration - Manage Tags |
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Mass move client |
Users |
: menu - select users - move to new account (for changing user grouping use tags, this feature is to move users to a new account. |
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Remove client |
Users |
: menu - select user(s )- delete users(s) from account |
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Behavioral Highlights (click user name then BH or click Highlights next to name) to see style, top 2 factors |
Users |
Select user - Behavioral Style at top of page, top 2 traits on Work Talents tab |
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Client list shows Client name, highlights, discoveries and discovery status, |
Users |
Shows client name, unique style, Account (list can be filtered by style, tag, status, completion date, Factor scores, sub-factor scores) - Only NB discovery supported |
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Click client name to see Additional client info, Highlights, sched date, discovery, last activity, date, discovery outcome, Report list |
Users |
Click client check box to see behavioral style, insights cards, date complete, tags, option to download reports |
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View Report - shows full report selected in new tab |
Users |
Select user Shows insights on many reports in one screen, option to download report |
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Edit client |
Users |
Select user - click pencil icon in upper right of client screen |
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Move client group/subgroup |
Users |
Select user - click pencil icon in upper right of client screen - change tag associated with client |
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export client |
FUTURE function not in MVP |
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reset password |
Future function - for today - use forgot password on login screen |
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delete client |
: menu - select user(s )- delete users(s) from account |
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resend invitation |
Users |
FUTURE |
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Export login history |
Discontinued in new system - can create a support case to access this info |
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Market Mood |
Users |
Select user record and see market mood insights |
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additional client record info |
Client ID |
at the end of the url for client record |
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Name |
Users - select user |
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Language |
N/A - only supporting English |
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Email sent to |
Users - select user |
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Login status |
Discontinued in new system - can create a support case to access this info |
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Permission level |
Settings - Add Users |
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Group Name |
Users - select user - Tags |
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Username |
Users - select user |
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User type |
Settings - Add Users and My team or Users tab by listing of names (if you are on users tab - user type = user if you are on Team tab user type = team member and more details available in settings |
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Login count |
Discontinued in new system - can create a support case to access this info |
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Groups |
Create New Client |
Users |
Invite - FUTURE - Not in MVP |
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Settings |
Self Registration - copy link |
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Create New Group |
Settings |
Self Registration - Manage Tags |
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Group List |
Users |
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View clients in group |
Users |
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View clients in client group that you manage |
Click on Logo arrow top left screen |
Select different account |
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Self-Registration Link for Group |
Settings |
Self-Registration - you can manage tags associated with self registration link here |
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View all clients in group |
Users |
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Edit group - allows you to rename, select language and country, set email alert address and activation |
Settings |
No need to edit group - that is really manage tags which you can do from Settings/Self Registration - allows you to set tags, discovery settings and cards available to view and available reports |
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Delete group |
Settings |
Self Registration - Manage Tags - delete will remove tag from participant. To remove participant from your account - Click : and select users to remove and click delete. |
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move group |
Settings |
Self Registration - Manage Tags to manage "groupings" There is not a "move" group function. |
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export group |
FUTURE FUNCTION - not available in MVP |
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customize email |
FUTURE FUNCTION - not available in MVP |
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Self Reg set up |
Settings |
Self Registration - allows you to set tags, discovery settings and cards available to view and available reports |
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View Transactions |
Settings |
Subscriptions -- manage subscriptions -- invoices |
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Market Mood |
Shows Market Mood for all users in your group |
Dashboard |
Shows market mood for all users in your group (can filter tags) |
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Change Market Index value |
FUTURE |
FUTURE - not in MVP |
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Facilitation Tools |
Comparison Report |
Users |
Compare people by clicking on two users in your account and their insights will appear side by side on screen. Click on Report card to download a report. (You can search by all clients in your account (search by client) or filter by tags and see list of clients with tag - similar to search by group function in legacy system. |
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Comparison Report Archive |
No longer needed in new system |
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Team Report |
users |
Click on users in the team you would like to see. You can filter by Tag to pull users from a particular tag and select some or all of the users. Click the report tab to download report. More team insights will be available in future versions of system. |
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Team Report Archive |
No longer needed in new system |
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CDNA Group Report |
No longer available as standalone |
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CDNA Group Report Archives |
No longer available as standalone |
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Access Export Files |
Discontinued in new system - can create a support case to access this info |
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Mass Upload Clients |
Discontinued in new system - May be future option |
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Integrations and plugins - Charles Schwab |
Future phase not mvp |
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Integrations and plugins - TD Ameritrade |
future phas not mvp |
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Knowledge Center |
Question mark upper right corner |
Links to searchable knowledgebase |
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Subscription Package |
Subscription Package View link |
Settings |
Subscriptions - manage subscriptions |
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Refer a friend |
Refer a friend link |
Settings |
FUTURE |
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Learn about referrals link |
learn about referrals link |
Settings |
FUTURE |
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Help and Support |
Help and Support link |
Question mark upper right corner |
Links to searchable knowledgebase |
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Privacy, T&C, Min System Requirements, Feedback |
Privacy, T&C, Min System Requirements, Feedback links |
Footer link |
article links in footer |
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Credit group |
Credit group indicators |
N/A |
Credit groups are now accounts - accessed thru top left logo drop-down. |
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