claudetools/.claude/skills/yealink-ymcs/docs/chunks/yealink-management-cloud-serviceymcs_channel-user-guide/Yealink Management Cloud Service(YMCS)_Channel User Guide-chunk-02-p21-40.md

Yealink Management Cloud Service(YMCS)_Channel User Guide.pdf - Pages 21-40

Source: Yealink Management Cloud Service(YMCS)_Channel User Guide.pdf Pages: 21-40 of 84 Chunk: 2

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Yealink Management Cloud Service(YMCS) Channel User Guide

(Optional) Check the "Skip re-verification within 30 days" option, and you will not need to undergo verification when logging in to this account using the same device within 30 days. 2. Click OK.

MFA Verification Enable MFA Verification Procedure

1. Sign in to YMCS.

2. Click > Account Settings.

3. In the Login Protection field, click Edit.

4. Select Virtual MFA Device.

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Yealink Management Cloud Service(YMCS) Channel User Guide

5. Hover over Check how to get the dynamic code and do the following to get the dynamic code.
6. Install and open Google Authenticator on the mobile side, and click Get started.
7. Sign in to a Google account.

💡 TIP After you sign in to a Google account, you can back up the verification codes to your Google account for easy retrieval. To avoid situations where verification codes cannot be retrieved after Google Authenticator is uninstalled or data is cleared, it is recommended that you do not skip the login steps.

8. Do one of the following: Select Scan a QR code in Google Authenticator and scan the QR code in the pop-up window on the YMCS portal.

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Yealink Management Cloud Service(YMCS) Channel User Guide

Select Enter a setup key on Google Authenticator, then enter the YMCS account and the key displayed in
the pop-up window, and click Add.




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Yealink Management Cloud Service(YMCS) Channel User Guide

9. The dynamic code is displayed in Google Authenticator.
10. Enter the dynamic code into YMCS and click OK.

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Yealink Management Cloud Service(YMCS) Channel User Guide

Sign In with MFA Verification After enabling it, users will be required to enter the dynamic code obtained from Google Authenticator after entering their account and password to complete the login process. Procedure

1. After clicking Sign In, enter the dynamic code into the corresponding area of YMCS. (Optional) Check the "Skip re-verification within 30 days" option, and you will not need to undergo verification when logging in to this account using the same device within 30 days.
2. Click OK.

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Yealink Management Cloud Service(YMCS) Channel User Guide

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Yealink Management Cloud Service(YMCS) Channel User Guide

Channel Users Add Channel Accounts

Introduction You can add sub-channels, and the sub-channels can add their sub-channels. You can also control whether your sub-channel can add their sub-channels. Procedure

1. Sign in to YMCS.

2. Click User Management > Channel Management > Add.

3. Configure channel information and click OK. Channel Name: Enter the channel name. Set Administrator: If you choose to set it as an administrator, you need to enter an email address, and the sub-channel can log in using this email address. If you do not, an email address is not required, and you can manage the sub-channels on their behalf. Country/Region: Select the country or region where this channel account is located. Time Zone: Select a time zone. Contact: Enter a contact. Phone Number: Enter a contact phone number. Add Sub-Channel: If you select Enable in the Add Sub-Channel field, the sub-channel can add and manage their sub-channels (add channel, edit channel information, etc.).

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Yealink Management Cloud Service(YMCS) Channel User Guide

4. Click Confirm in the pop-up window to add the channel successfully.

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Yealink Management Cloud Service(YMCS) Channel User Guide

Manage Channels

View the Channel List Procedure

1. Sign in to YMCS.
2. Click User Management > Channel Management.
3. View the channel name, status and other information in the channel list.

Sign In to YMCS on Behalf of Channel Accounts Procedure

1. In the channel list, click Manage on the right side of the channel account.

   💡 Note This feature is unavailable to frozen or unauthorized channels.

Edit Channel Account Procedure

1. In the channel list, click > Edit.

Reset Password for Channel Account Introduction

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Yealink Management Cloud Service(YMCS) Channel User Guide

You can reset the password to deal with password leakage and manage personnel changes to enhance security. Procedure

1. In the channel list, click > Reset Password.

Freeze Channel Account Introduction You can efficiently deal with situations such as service expiration by freezing channels. After the channel account is frozen, the channel cannot use the account to log in to YMCS for Channel. Procedure

1. In the channel list, click > Freeze.
2. Enter the freezing reason in the pop-up window and click OK.

Unfreeze Channel Account Introduction You can unfreeze the frozen channel. After unfreezing, the channel can log in to YMCS for channel again. Procedure

1. In the channel list, click > Unfreeze.

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Yealink Management Cloud Service(YMCS) Channel User Guide

Enterprise Users Add Enterprise Accounts

Introduction You can add enterprise accounts and edit the enterprise information. When an exception occurs to the enterprise, you can freeze the enterprise account. From the channel platform, you can log in to YMCS for enterprise or YMCS for RPS enterprise to manage devices for enterprises. For more information on how to manage devices on YMCS for enterprise, see the YMCS for enterprise user guide. Procedure

1. Sign in to YMCS.

2. Click User Management > Enterprise Management > Enterprise List > Add.

4. Configure the information of the enterprise account. Data Center: The data center is divided into EU, US, and AU regions. The data between the regions is isolated, meaning that data belonging to companies under the EU region will be stored in the EU region data center, while data belonging to companies under the US region will be stored in the US region data center. Please select the data center according to the actual location of the enterprise. Enterprise Name: Enter the name of the enterprise. Permission: Assign permissions to the enterprise account. Device Management (RPS): The enterprise account can log in to YMCS to use device management and RPS features. RPS: The enterprise account can log in to YMCS but can only use the RPS feature.

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Yealink Management Cloud Service(YMCS) Channel User Guide

Set Administrator:
   If you select Yes, enter an email address, and this enterprise account can use the email to log in to YMCS.
   If you select No, an email address is not required, and you can use this channel account to manage
   devices for the enterprise account.
Email: Enter the email address of this enterprise account. The account information will be sent by email.
Enterprise Info: Set the following information, including country/region, time zone, contact person,
contact number, etc.




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Yealink Management Cloud Service(YMCS) Channel User Guide

4. Click OK.

💡 Note： Please confirm the enterprise information and the data center you select. It cannot be modified after saving. 33 / 41 Yealink Management Cloud Service(YMCS) Channel User Guide

5. Click Confirm in the pop-up window to successfully add the enterprise.

   💡 Note： When the enterprise administrator logs in to YMCS for the first time, the page will prompt whether to allow authorization to the channel, and the enterprise administrator can accept or reject it.

Manage Enterprises

View the Enterprise List Procedure

1. Sign in to YMCS.
2. Click User Management > Enterprise Management > Enterprise List.
3. View the enterprise name, the permission, the status and other information in the enterprise list.

Sign In to YMCS on Behalf of Enterprise Accounts Introduction You can log in to YMCS for Enterprise with enterprise authorization to manage devices or perform other operations on their behalf. Prerequisites 34 / 41 Yealink Management Cloud Service(YMCS) Channel User Guide

The enterprise has authorized the management to you. Procedure

1. In the enterprise list, click Manage on the right side of the enterprise account to go to YMCS for Enterprise.

Edit Enterprise Account Information Procedure

1. In the enterprise list, click > Edit.

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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Yealink Management Cloud Service(YMCS) Channel User Guide

Manage Enterprise Authorization

Introduction The enterprises you create can choose whether to authorize the management to you when they log in to YMCS for the first time. If the enterprise initially created by you rejects authorizing the management to you, they also need to use an authorization code to apply for management by you. You can manage enterprises not created by you through an authorized code application, and you can approve or reject the application.

Channel Authorization Code Introduction You can send the authorization code to the enterprise that needs to be managed and manage it after the enterprise is authorized. Procedure

1. Sign in to YMCS.
2. Click User Management > Enterprise Management > Enterprise Authorization.

 Click     to copy the authorization code and send it to the enterprise to be managed.
 Click     to refresh the authorization code.

Approve/Reject Authorization Application Introduction 36 / 41 Yealink Management Cloud Service(YMCS) Channel User Guide

You can view the list of enterprises that have requested you to manage their devices on their behalf. You can approve or reject the applications. Procedure

1. Sign in to YMCS.

2. Click User Management > Enterprise Management > Enterprise Authorization.

3. Do one of the following: Click Agree/Reject on the right side of the enterprise. Select multiple enterprises and click Agree/Reject.

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Yealink Management Cloud Service(YMCS) Channel User Guide

Manage Devices Manage Room Devices

Procedure

1. Sign in to YMCS.

2. Click Device Management > Room Device.

3. Click EU Region/US Region/AU Region in the top-right corner to view the devices belonging to the selected region.

5. On the right side of the device, click Manage to go to the room device list of the corresponding enterprise.

   💡 NOTE This feature is unavailable to frozen enterprises.

6. Manage the device. For more information, refer to YMCS for enterprise user guide - manage room devices.

Manage USB Devices

Procedure

1. Sign in to YMCS.

2. Click Device Management > USB Device.

3. Click EU Region/US Region/AU Region in the top-right corner to view the devices belonging to the selected

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Yealink Management Cloud Service(YMCS) Channel User Guide

 region.

5. On the right side of the device, click Manage to go to the USB device list of the corresponding enterprise.

   💡 NOTE This feature is unavailable to frozen enterprises.

6. Manage the device. For more information, refer to YMCS for enterprise user guide - manage USB devices.

Manage RPS Devices

Procedure

1. Sign in to YMCS.
2. Click Device Management > RPS Device.
3. Click EU Region/US Region/AU Region in the top-right corner to view the devices belonging to the selected region.

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Yealink Management Cloud Service(YMCS) Channel User Guide

4. On the right side of the device, click Manage to go to the RPS device list of the corresponding enterprise.

💡 NOTE This feature is unavailable to frozen enterprises.

5. Perform RPS device management. For more information, refer to YMCS for enterprise user guide - manage RPS devices.

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