Legacy to New System Features Map

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)

Legacy System Tab	Legacy System Function	New System Area	New System Function
My DNA	Landing page on logging in, access your own reports	Dashboard	Landing page on logging in, see summary of users and recent activity Choose yourself from User list to see your own personal info
Clients	Search	Users	Search box
	Create Client	Users	Invite (FUTURE)
	Create Client	Settings	Self Registration - copy link
	Create Group	Settings	Self Registration - Manage Tags
	Mass move client (move from one group to another group)	Users	: menu - select users - move to new account (for changing user grouping use tags, this feature is to move users to a new account.
	Remove client	Users	: menu - select user(s )- delete users(s) from account
	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
	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
	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
	View Report - shows full report selected in new tab	Users	Select user Shows insights on many reports in one screen, option to download report
	Edit client	Users	Select user - click pencil icon in upper right of client screen
	Move client group/subgroup	Users	Select user - click pencil icon in upper right of client screen - change tag associated with client
	export client		FUTURE function not in MVP
	reset password		Future function - for today - use forgot password on login screen
	delete client		: menu - select user(s )- delete users(s) from account
	resend invitation	Users	FUTURE
	Export login history		Discontinued in new system - can create a support case to access this info
	Market Mood	Users	Select user record and see market mood insights
	additional client record info	Client ID	at the end of the url for client record
		Name	Users - select user
		Language	N/A - only supporting English
		Email sent to	Users - select user
		Login status	Discontinued in new system - can create a support case to access this info
		Permission level	Settings - Add Users
		Group Name	Users - select user - Tags
		Username	Users - select user
		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
		Login count	Discontinued in new system - can create a support case to access this info
Groups	Create New Client	Users	Invite - FUTURE - Not in MVP
	Create New Client	Settings	Self Registration - copy link
	Create New Group	Settings	Self Registration - Manage Tags
	Group List	Users	Filter by Tag
	View clients in group	Users	Filter by Tag
	View clients in client group that you manage (Group Hierarchy with multiple groups [uncommon in legacy system])	Click on Logo arrow top left screen	Select different account
	Self-Registration Link for Group	Settings	Self-Registration - you can manage tags associated with self registration link here
	View all clients in group	Users	Filter by Tag
	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
	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.
	move group	Settings	Self Registration - Manage Tags to manage "groupings" There is not a "move" group function.
	export group		FUTURE FUNCTION - not available in MVP
	customize email		FUTURE FUNCTION - not available in MVP
	Self Reg set up	Settings	Self Registration - allows you to set tags, discovery settings and cards available to view and available reports
	View Transactions	Settings	Subscriptions -- manage subscriptions -- invoices
Market Mood	Shows Market Mood for all users in your group	Dashboard	Shows market mood for all users in your group (can filter tags)
Market Mood	Change Market Index value	FUTURE	FUTURE - not in MVP
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.
	Comparison Report Archive		No longer needed in new system
	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.
	Team Report Archive		No longer needed in new system
	CDNA Group Report		No longer available as standalone
	CDNA Group Report Archives		No longer available as standalone
	Access Export Files		Discontinued in new system - can create a support case to access this info
	Mass Upload Clients		Discontinued in new system - May be future option
	Integrations and plugins - Charles Schwab		Future phase not mvp
	Integrations and plugins - TD Ameritrade		future phas not mvp
	Knowledge Center	Question mark upper right corner	Links to searchable knowledgebase Also can access kb directly here: Knowledge Base


Subscription Package	Subscription Package View link	Settings	Subscriptions - manage subscriptions
Refer a friend	Refer a friend link	Settings	FUTURE
Learn about referrals link	learn about referrals link	Settings	FUTURE
Help and Support	Help and Support link	Question mark upper right corner	Links to searchable knowledgebase Also can access kb directly here: https://kb.dnabehavior.com/gene
Privacy, T&C, Min System Requirements, Feedback	Privacy, T&C, Min System Requirements, Feedback links	Footer link	article links in footer
Credit group	Credit group indicators	N/A	Credit groups are now accounts - accessed thru top left logo drop-down.

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Legacy to New System Features Map

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.