How to setup a Team aka how to add a User to your DigitalOcean account

Revised on: 2020/04/04

Please click each image to view a full-size version of the image

  1. After signing into your DigitalOcean account and from the DigitalOcean main Dashboard, Click on the “Down Arrow” button next to your avatar.
    digitalocean-team
  2. Click “Create a team” from the drop-down menu
    digitalocean-create-team
  3. From the “Create a new team” menu
    1. Enter a team name. This can be anything you want. For this example, I used “BitsVital” additional examples could be: Your company name, WordPress Team, Website Team, PBX Team, Billing Team, etc.
    2. You can choose to convert yourself into a team. If this is a new account you may want to do this. If this is an established account with “Droplets aka servers, Spaces, Databases, etc.” that already exist you may want to leave this unchecked.
      digitalocean-create-a-team
  4. Choose the payment method that you want this team to utilize.
    digitalocean-billing
  5. Enter member’s email addresses that you would like to invite to your team. You can also add team members later too. If you rather wait you can click “No, thanks, I’ll send invitations later” at the bottom of the screen. In this example, I have added my self at a different email address to join this team.
    digitalocean-team-email-addresses
  6. Congratulations! You have set up your team! Click “Visit Team Page”
    digitalocean-team-setup
  7. On the Teams dashboard, you can view all your team members. The dashboard will list who is pending (members that yet to accept your invitation) and members that already have accepted your invitation. In the image below you can see that I have yet to accept the invitation. Under “Status,” I’m still “Pending”
    digitalocean-team-dashboard
  8. Members that you have extended an invitation will receive an email asking them if they would like to join your team. The potential team member will be able to click on “Accept Invitation” in the email that they have received.
    digitalocean-team-email-invitation
  9. After the potential team member clicks, the “Accept Invitation” link in the email they will be taken to a screen where they can enter their basic information. Full name, email address, and password to log-in to your DigitalOcean team site.
    digitalocean-team-individual-setup
  10. Once the team member enters their basic information and clicks the green “Sign-up” button they will be taken to your DigitalOcean Dashboard.
    digitalocean-team-dashboard
  11. From YOUR DigitalOcean account, you will now see that the team member status has changed from “Pending” to “Member”
    digitalocean-team-member-status

How to Remove (Delete) a team member

For the security of your DigitalOcean account, it’s a good idea to delete team members that no longer need access to your site. You can always invite them again if the need arises.

  1. From your, DigitalOcean Team Member Dashboard click the “hamburger menu” (the three horizontal dots) next to the team member you want to delete.
    digitalocean-hamburger-menu
  2. A drop-down menu will be displayed. From here you can choose to change the role of the user or remove the member. Click “Remove member”
    digitalocean-remove-member
  3. You will be presented with an additional screen to verify that you are sure you want to remove this member. Click the large red button “Remove Member”
    digitalocean-verify-remove-member
  4. Congratulations the team member has been removed and no longer has access to your account. You can verify that member has been removed as their name no longer appears in your Team Dashboard.

How to setup a DigitalOcean account

Revised on: 2020/04/04

Please click each image to view a full-size version of the image

  1. In your browser visit https://digitalocean.com
    digitalocean-website
  2. Click “Sign up” from the top-right menu
    digital-ocean-signup
  3. Click “Sign up with email”
    digital-ocean-sign-up-with-email
  4. Enter your requested information then click the green “sign up” button
    digital-ocean-email-signup
  5. Confirm your email to activate your new DigitalOcean account
    digitalocean-email-confirmation
  6. Check your email and click the link in the email from DigitalOcean to activate your account
    digital-ocean-activation-email
  7. Enter your billing information and click “Save Card”(You won’t be billed until you set up a service that is billable)
    digital-ocean-billing-information
  8. You may need to verify who you are (This helps to keep hackers from using servers maliciously)
    Click “Begin Verification”
  9. Choose the identification type
  10. I choose “Drivers License” and will be using my smartphone to upload a picture (DigitalOcean makes it very simple)
  11. From here you can either upload an image of your driver’s license if you already have an image or choose to use your smartphone. I choose to use my smartphone. Click “Continue”
    digitalocean-drivers-license-verification
  12. Enter your smartphone phone number
    digitalocean-enter-phone-number-verification
  13. Normally, within moments you will receive an SMS text message from DigitalOcean with a link to be able to take an image of your driver’s license. Once you receive the text message click on the link that is sent by DigitalOcean.
    digitalocean-sms-verification
  14. Once your browser opens and loads the DigitalOcean verification page click “Take Photo”
    digitalocean-take-photo
  15. Take a picture of the FRONT SIDE of your driver’s license. Verify the image is clear and then click “Confirm”
    digitalocean-drivers-license
  16. Now we do the same thing for the backside of your driver’s license. Click “Take Photo”
    digitalocean-back-side-drivers-license
  17. Once you have taken the photo of the back of your driver’s license and confirm it’s clear click “Confirm”
    digital-ocean-photo-back-drivers-license
  18. DigitalOcean now will ask to take a selfie to match the face image with the image on the driver’s license. Click “Enable Camera”
    digital-ocean-enable-camera
  19. Take a selfie :)…don’t forget to smile…….(optional). Click “Confirm”
    digitalocean-selfie
  20. Give your smartphone a few moments to upload the images. Once the images are upload you will receive a successful screen.
    digitalocean-successful
  21. Return to your desktop/laptop browser. Give your browser a few moments to update. Once updated you will receive an “Almost Done” screen. DigitalOcean is examining your photos. Normally it only takes a few moments.
    digitalocean-almost-done
  22. Normally, after a few moments, you will receive a screen stating that your identification has been verified. Click “Start Using Digital Ocean”
    digitalocean-identification-verified
  23. You will be taken to the DigitalOcean main screen. GREAT JOB! You now have a DigitalOcean account!
    digitalocean-dashboard