From the Administration Panel you can control many aspects of your account. This is where you will create users and manage permissions, as well as manage ecommerce gateways and accounting software integration. In the contacts section you can set what information you collect about your customers.
When you enter into the Administrator Panel you will see this navigation menu in the left sidebar. Note that these are the standard elements, and that additional elements may be present if DNA customizations were made:
You can access the following items from the Application bar:
USERS:
- Create, edit and delete users
- Create, edit and delete roles that are used to control access permission
- Manage roles assigned to individual
MY COMPANY:
- Add information about your company to be used on invoices
- Add your company name and add company logo
MONEY:
- Manage payment gateways used for credit card transactions
- Manage accounting integration
MESSAGES:
- Control messages related to your invoices
- Specify a small message to include on your invoices
- Have an automatic message sent when someone pays an invoice online.
CONTACTS:
- Enable fields to show all the customer information you are currently collecting
- Disable fields that are available but are not being used
Within Users you can create, edit, and delete roles and users. You can control access permissions as well as manage roles assigned to individual users.
Select 
The following screen will open and you can begin to define roles and create new users.
Prior to creating new users, ensure that you have created the roles required for your users. This will allow you to assign the roles to the users as you create them from the drop down list.
To create a new role, use the Roles module in rightmost column of the Users screen.
When you select New Role, you will be moved to the role defining screen. Here you can define the Field Permissions and the Action Permissions for each of the roles that you create. Permissions are grouped into Categories, which in turn possess a number of sub-categories. Permissions can be set for a category as a whole, or individually for each of its sub-categories. This allows you to fine-tune the features that a particular user group is able to access.
Your options under FIELD PERMISSIONS are:
- FULL – This option gives the user the ability to make changes to everything in this field
- READ ONLY – This option the user can see the item but cannot make any changes
- CLEAR – This option clears all previous settings and sets each item to “Not Set”
Your option under ACTION PERMISSIONS are:
- ENABLE – This option gives the user the ability to do the function
- DISABLE – This option the user is unable to do the function
To create users you will need to select
In the Create a New User section at the top of the page, enter the new user’s username, email address, and password, then select a previously created user role from the drop-down list.
Once the information has been entered, click on Click To Create. Your user is now created and will show under the list of users below.
Once your user is created you will maintain the user by selecting
Your screen will open to the Users and Roles panel. Click on a user’s name to select that user for editing.
Once the user is selected the following screen will open. You can make the following changes to the user from this screen: update email address, reset password, delete the user and change or remove their user roles.
On the My Company tab you, can edit details about your company such as its name, logo, and tax details.
Once you are finished editing company details, click 
in the bottom left corner of the screen to save your changes.
To change your company logo, click on Choose File and a window allowing you to select an image file from your computer will open. Choose a file, click ‘Open’, then click on the Save button next to the Choose file box. Once you have saved the image, save all of your changes using the Save button in the bottom-left corner.
The money section allows you to specify details for your online merchants, and is usually completed by Biz-Zone at the time of DNA integration. These details can be edited, but making modifications is not recommended unless you are certain of the changes. Erroneous merchant details can cause failures in online payments.
The Money module currently supports PayPal, Beanstream and Moneris.
There is a link for QuickBooks you will be required to download this option. Prior to clicking on Download ensure QuickBooks is open.
Message settings allow you to control the messages related to your invoices.
Invoice Email Settings
You can set a standard subject line and message that will come up with each invoices you send via Email.
Once you have entered your Subject line, From address and Message, click on the button at the bottom of the screen to save your changes.
Invoice Settings
You can set a message to display on all invoices. This message will appear in the body of each invoice sent by your company. Once you’ve added a message, click the button at the bottom of the page.
From the Contacts module, you can select the information that you collect on your customers.
The Contacts module is divided into two columns: enabled contact fields in the leftmost column and disabled contact fields in the rightmost column. Select one or more fields using the checkboxes beside their names, then click on either 
or 
to enable/ disable them.
Disabled fields will no longer be displayed in DNA, and the associated data will not be collected as long as the field remains disabled.