Manage Users

管理平台用戶

iSlash AI provides a unified platform for team message inbox, with role-based access! To add a platform user, the following information is needed.

  • Name

  • Display Name

  • Email Address

  • User Group


Step-by-step Guide to Add Users

To get started, add your colleagues and teammates to iSlash AI Platform following the steps below, and iSlash system will send them an invitation email.

  1. Logon to iSlash AI Platform at https://app.islash.io/

  2. Go to to Settings:

    At iSlash AI Platform, go to setting

  1. At left panel menu, select "Users", then click "+" to add new user.

  1. Fill in the details -

    • Name : e.g. John Doe

    • Display Name : e.g. CS John Doe

    • Email Address : Invitation email will be sent to this email address.

    • User Group : The user will belong to which group and the permission is under the Groups setting.

    • 2-Step Verification (Optional): If enabled, the user will need to input the verification code from email each time.

  1. Click Save once you have completed filling the details.

  2. Your colleague to check his/her mailbox for a iSlash invitation email and complete registration to get onboard with iSlash AI Platform.



Steps to Delete/Disable a User

Go to Settings > Users, click on the user you want to manage, and find the "Disable" or "Delete" option in the top-right menu.



Congratulations on adding your colleagues and teammates to iSlash AI Platform!

To help your colleagues get started, please share this with them:


Your Onboarding Journey continues here:

  • Creating Groups for Role-Based Permission Setting.

iSlash AI 提供統一的團隊訊息收件匣平台，支援依角色分配的存取權限！

請準備以下建立平台用戶所需資訊：


建立系統用戶操作指南

歡迎您邀請同事和團隊成員加入 iSlash AI 平台，請依照以下步驟操作，我們的系統將會自動寄出邀請信件給他們：

  1. 登入 iSlash AI 平台：https://app.islash.io/

  2. 進入「設定」頁面

    At iSlash AI Platform, go to setting

  1. 左側選單中點選「用戶」，再點擊「＋」新增用戶

  1. 填寫用戶資訊：

    • 姓名：例如 John Doe

    • 顯示名稱：例如 CS John Doe

    • 電子郵件地址：邀請信將寄至此信箱

    • 用戶群組：指定此用戶所屬的群組，該群組的權限設定將套用於此用戶

    • 雙重驗證（選填）：如啟用，該用戶每次登入需輸入從信箱收到的驗證碼

  1. 填寫完成後，點選「儲存」。

  2. 系統將寄送邀請信至對方信箱，請提醒您的同事查收並完成註冊，即可正式加入 iSlash AI 平台。


刪除/停用 用戶步驟指南

前往設定 > 用戶 > 點進欲管理的用戶， 在右上角列單中找到「禁用」或「刪除」。



恭喜您成功將團隊成員加入 iSlash AI！

為協助他們快速上手，請將以下內容一併分享：


您的導入旅程持續進行中:

  1. What should I do when a colleague resigns or leaves the company?

    If a team member is no longer part of your organization, you can either:

    • Disable their user account to keep their data while preventing access.

    • Delete their user account to free up a user slot and remove access entirely.


  1. What happens when I reach my user quota?

    When you’ve reached the maximum number of users allowed by your plan, you won’t be able to add a new user unless you:

    • Upgrade your user quota by adding more users to your plan,
      or

    • Remove an existing user (either by disabling or deleting them) to free up a slot.

  1. 同事離職時，我該怎麼處理他的帳號？

    若團隊成員已離職，您可以選擇以下其中一種方式來管理其帳號：

    • 停用帳號：保留其資料，但無法再登入平台。

    • 刪除帳號：永久移除帳號並釋放用戶名額。


  1. 當用戶數量已達上限，我該怎麼辦？

    當您已達到方案所包含的用戶上限，將無法新增新的用戶。您可以選擇：

    • 升級方案，增加可用的用戶數量，
      或

    • 刪除或停用現有用戶，以釋放名額再新增新用戶。

‹ User Profile