claudetools/.claude/skills/yealink-ymcs/docs/chunks/yealink-management-cloud-serviceymcs_channel-user-guide/Yealink Management Cloud Service(YMCS)_Channel User Guide-chunk-04-p61-80.md

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

---

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.

                                                                                                      20 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

                                                                                                 21 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

Manage Roles

Go to the Role List Procedure

1. Sign in to YMCS.
2. Click System Settings > Sub Accounts > Role.

                                                  22 / 43

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

                                                                    23 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

                                                                   24 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

 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.

                                                                                                          25 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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

                                                                                       26 / 43

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

4. 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.

                                                                                                     27 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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.
   
   
   
   
                                                                                  28 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

                                                                          29 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

                                                                                                      30 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

 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.

                                                                                                  31 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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




                                                                                               32 / 43

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

4. 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.

                                                                         33 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

                                                  34 / 43

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

Add an Alarm

1. Sign in to YMCS.

2. Click System Settings > Alarm > Add.

3. Set the alarm configuration.

                                                                       35 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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. 36 / 43 Yealink Management Cloud Service(YMCS) Channel User Guide

                                                  37 / 43
   

Yealink Management Cloud Service(YMCS) Channel User Guide

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.

Sign In to YMCS on Behalf of Enterprise Accounts Introduction 38 / 43 Yealink Management Cloud Service(YMCS) Channel User Guide

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.

                                                                                                        39 / 43