# Yealink Management Cloud Service(YMCS)_Channel User Guide.pdf - Pages 61-80

**Source:** Yealink Management Cloud Service(YMCS)_Channel User Guide.pdf
**Pages:** 61-80 of 84
**Chunk:** 4

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Yealink Management Cloud Service(YMCS) Channel User
Guide




3. Do one of the following:
     Select a group from the group list on the left panel and click Add. You can also click Add Group if you do
     not want to specify a group.




     Click      on the right side of the group and click Add Role.




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4. Edit the role information and click Save.
     Role Name: Edit the role name.
     Group: Select a belonging group for this role for future management.
     Description: Enter a description.
     Data Permission-Channel: Edit data permissions for this role to only view and manage channel data
     within the specified scope.
     Data Permission-Enterprise: Edit data permissions for this role to only view and manage enterprise and
     related device records within the specified scope.
     Permission: Assign management permissions for all functions in User Management, Device Management,
     System Settings to the role.
        Read Only: Can only browse and cannot perform related operations.
        Read & Write: Can browse and perform related operations.
        All Invisible: The functionality module will not be displayed to them.




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Manage Roles

Go to the Role List
Procedure
1. Sign in to YMCS.
2. Click System Settings > Sub Accounts > Role.
3.




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Add Groups
Introduction
You can add groups and manage the roles by group.
Procedure
1. Do one of the following:
     In the role list, click Add Group.




     In the group list, click   > Add Group on the right side of All.




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2. Enter the group name and click Confirm.




3. After adding a group, you can find the group from the group list.

Manage Roles by Group
Introduction
You can organize and manage administrators within the enterprise by grouping
them. Each role can only belong to one group.
Procedure
1. In the role list, click the desired group.
2. Do one of the following:
     Check the corresponding role information within this group.




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     Click        on the right side of the group to edit groups, add roles to the group, and delete groups.




View Sub Accounts Associated with a Role
Procedure
1. In the role list, click the desired role.
2. Click Sub Accounts.
3. View the sub accounts associated with this role. Those sub accounts have all the permissions assigned to this
  role.

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Assign a Role to a Sub Account
For more information, please refer to: Assign a Role to a Sub Account.

Edit Role Permission
Procedure
1. In the role list, click the desired role.
2. Click Permission.
3. Edit the role permission and click Save.

   💡     Note
         You cannot edit the permission of the default role (super admin/no permission).




Sub Accounts
Add Sub Accounts

Introduction
According to the actual needs, you can add sub-accounts and give them
different function and data permission (data permission are divided based on
the scope of enterprises/channels that the account will manage), so as to

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achieve efficient and convenient permission allocation. After that, you can also
use the sub account to log in to YMCS for channel.
Procedure
Add sub-accounts manually
1. Sign in to YMCS.
2. Click System Settings > Sub Accounts > Sub Accounts > Add Sub Account.
3.




3. Configure the corresponding information.

     💡   Note：You need to configure Single Sign-On (SSO)first to be able to select a third-party
         account.

     Account Type : Select Ordinary / External.
     Edit the registration email, contact person, contact phone, description, and select whether to enable login
     protection for this account.

     💡   Note：If you enable login protection for a sub-account, the sub-account will need to choose
         between email verification or virtual MFA verification as the login verification method during
         the first login. For more information, please refer to Login Verification.




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Invite sub-accounts using an invitation link
1. Sign in to YMCS.
2. Click System Settings > Sub Accounts > Sub Accounts > Invite Members.


3. Click         to copy the invitation link and send it to the corresponding user.

   💡       TIP

            Click        to regenerate the invitation link. The original link will become
            invalid.
            You can set an expiration date for the invitation link.
            You can enable Joining requires moderation . If enabled, you need to
            click Go to audit to approve/reject/delete the application in the review
            list. If disabled, users can join directly through the invitation link
            without requiring approval.




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4. In the sub-account list, find the user and click on the Edit button on the right
side to configure the relevant information.



Manage Sub Accounts

Access the Sub Account List
1. Sign in to YMCS.
2. Click System Settings > Sub Accounts > Sub Accounts.




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Edit Sub Account Information
1. In the sub account list, click Edit to edit sub account information.

Enable/Disable Login Protection
1. Do one of the following:

     In the sub account list, click       and select Enable/Disable Login Protection.
     In the sub account list, select the desired sub accounts and select Enable/Disable Login Protection.

Reset Password
You can reset the password to deal with password leakage and manage
personnel changes to enhance security.
1. In the sub account list, click      > Reset password and confirm the action.

Disable/Enable the Sub Account
The sub account is enabled by default. You can enable/disable the sub account.
When its account status changes, the sub account will receive an email
notification.
1. Do one of the following:

     In the sub account list, click       > Disable. This sub account cannot be used to log in to YMCS.

     In the sub account list, click       > Enable. This sub account can use this account to log in to YMCS.

Delete Sub Accounts
1. In the sub account list, click      > Delete and confirm the action.




Assign a Role to a Sub Account
Introduction
The allocation of function permissions is achieved by associating sub-accounts
with roles.
Procedure
1. Log in to YMCS.
2. Click System Settings > Sub Accounts.
3. Do one of the following:
     On the Sub Accounts page, add a sub account.




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     On the Role page, add a role.




4. Perform one of the following operations:
     On the Sub Accounts page, click Edit on the right side of the sub-administrator and select the
     corresponding role.




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    On the Role page, click Add on the right side of the role and select the corresponding role.




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Manage Logs
Introduction
Log management records all operation records on the channel side. You can
view the operation information, including modules, types, objects, operators,
IPs, results and time.
Procedure
1. Sign in to YMCS.

2. Click System Settings > Log Management.

3.




3. View all operation logs.

     You can view the operation log for a period of time by selecting the time
     range.
     You can enter the operator/IP in the search box to match the corresponding
     operation log.




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Manage Alarms
Introduction
When a problem occurs to the device, for example, the call failure or firmware
update failure will be reported to YMCS. You can quickly locate the problem by
viewing the alarm details and diagnosing the devices.
Prerequisites
You can only manage authorized enterprises. For detailed information, please
refer to Manage Enterprise Authorization.

Go to Alarm List
1. Sign in to YMCS.
2. Click System Settings > Alarm.
3.




Add an Alarm
1. Sign in to YMCS.
2. Click System Settings > Alarm > Add.
3. Set the alarm configuration.




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4. Click Save.

Go to the Enterprise Corresponding to the Alarm
1. Click Manage to quickly enter the enterprise corresponding to the alarm.




Edit an Alarm
1. Click     > Edit.




Delete an Alarm
1. Click     > Delete.
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Manage Un-migrated Enterprise
Accounts
Introduction
For enterprises you previously created, they can still use the YMCS-Legacy
Edition (Legacy YMCS), and you can manage these enterprises on the new YMCS.
At the same time, we recommend that you assist your enterprise acccounts in
migrating to the new platform for easier management in the future.

     💡   Note：Editing the information of un-migrated enterprise accounts is not
         available.

View the Un-migrated Enterprise List
Procedure
1. Sign in to YMCS.
2. Click Enterprise Management under the YMCS-Legacy Edition module.
3.




Sign In to YMCS on Behalf of Enterprise Accounts
Introduction
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You can log in to YMCS for Enterprise with enterprise authorization to manage
devices or perform other operations on their behalf.
Prerequisites
The enterprise has authorized the management to you.
Procedure
1. In the enterprise list, click Manage enterprise on the right side of the enterprise account to go to YMCS for
   Enterprise.

Reset Password for Enterprise Account
Introduction
You can reset the password to deal with password leakage and manage
personnel changes to enhance security.
Procedure
1. In the enterprise list, click    > Reset Password.

   💡     Note：Password reset is unavailable to non-mailbox enterprises.


Freeze Enterprise Account
Introduction
You can efficiently deal with situations such as service expiration by freezing
businesses. After the enterprise account is frozen, the enterprise cannot use the
account to log in to YMCS for Enterprise or RPS Enterprise.
Procedure
1. In the enterprise list, click    > Freeze.
2. Enter the freezing reason in the pop-up window and click OK.

Unfreeze Enterprise Account
Introduction
You can unfreeze the frozen enterprise. After unfreezing, the enterprise can log
in to YMCS for Enterprise.
Procedure
1. In the enterprise list, click    > Unfreeze.




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