How to Add an External User to Your Organization

Adding external users to your QuantVPS organization allows them to collaborate on server management tasks, share resources, and streamline workflows. This guide walks you through the steps to invite a new member and assign the appropriate access levels.

Prerequisites

1. Organization Owner or Admin Access: You must have permissions that allow you to manage users.

2. User’s Email Address: Ensure you have the correct email address of the person you want to invite.

Steps to Add an External User

1. Log In to QuantVPS

• Go to the QuantVPS website and sign in.

2. Navigate to The Members Tab

• After logging in, locate and click your members tab in the dashboard.

3. Access the ‘Members’ Section

• In the organization’s settings, look for a menu item labeled Members.

4. Click ‘Invite’

• You’ll see a button labeled Invite. Click on it to open the invitation form.

5. Enter the User’s Details

• Provide the user’s email address.

• Select the appropriate Member Role

6. Send the Invitation

• After confirming the user’s details and role, click Send Invitation.

• An invite email will be sent to the new user with instructions on how to set up or link their account.

7. User Accepts the Invitation

• The user should receive an email with a unique link.

• Once they click the link and create (or log into) their QuantVPS account, they will be prompted to join your organization.

8. Provide Access and Permissions

• Return to the Overview tab.

• Choose the server that you want to assign and click Manage Access

• Check the box for the member and click Add.

Done! The member will now have access to the assigned server within their dashboard.

Best Practices

• Limit Permissions: Assign the least-privileged role that still allows the new user to fulfill their tasks.

• Monitor Activity: Review user activity logs periodically to ensure everything is running smoothly and securely.

If you have any additional questions or encounter issues, consult the QuantVPS Documentation or reach out to QuantVPS Support for further assistance.