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claudetools/.claude/skills/yealink-ymcs/docs/chunks/yealink-management-cloud-serviceymcs_user-guide/Yealink Management Cloud Service(YMCS)_User Guide-chunk-42-p821-840.md
Mike Swanson 6942827391 sync: auto-sync from Mikes-MacBook-Air.local at 2026-07-09 14:52:07
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Timestamp: 2026-07-09 14:52:07
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Yealink Management Cloud Service(YMCS)_User Guide.pdf - Pages 821-840

Source: Yealink Management Cloud Service(YMCS)_User Guide.pdf Pages: 821-840 of 953 Chunk: 42


Yealink Management Cloud Service(YMCS) U...

   device has a built-in authentication mechanism, and no manual PIN
   entry is required.
  1. When the RPS service is triggered on the device side, a prompt will appear on the screen. The user can then enter the RPS PIN obtained from the platform to complete the RPS process.

💡 NOTE If the PIN is entered incorrectly 5 times, the device will skip the RPS process.

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Enterprise Information View the Enterprise Information

  1. Sign in to YMCS.
  2. Click System > Enterprise Information.

Authorize Enterprise Management to a Channel If this channel creates the enterprise, authorization will be granted immediately. Otherwise, you will need to wait for the channel to approve or reject your authorization. After successful authorization, the channel side can sign in to YMCS directly and manage your enterprise devices.

  1. Click Authorization on the right side of Enterprise Authorization.

  2. Enter the authorization code obtained from a channel and click Authorization.

  3. Read and agree the《YMCS Diagnose Support Assistance Privacy Statement》.

  4. If the company is created through this channel, the authorization will be successful immediately; if the company is not created through this channel, you need to wait for the channel to agree/reject your authorization.

  5. After successful authorization, the channel end can directly log in and manage your company.

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Un-authorize Enterprise Management to a Channel After authorization is canceled, the channel cannot sign in to YMCS directly and manage your enterprise devices.

  1. Click Cancel Authorization on the right side of Enterprise Authorization.
  2. Confirm your action in the pop-up window.

Yealink Diagnosis Assistance You can authorize diagnosis assistance to Yealink. After successful authorization,

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Yealink can enter the device diagnosis and details interface within the authorized time.

  1. Click Authorization on the right side of Yealink Diagnosis Assistance.

💡 NOTE Confirmation of authorization means that you have read and agree to .

  1. When enabled, it supports adding multiple authorization rules; when disabled, deleting all current rules will no longer take effect.

💡 NOTE Please contact Yealink technical support and add authorization rules for the corresponding time period after confirming acceptance of assistance.

  1. Click Add authorization to add authorization rules. Authorization name: Describe the issue you are experiencing, a maximum of 128 characters. Devices: Select the device. Effective time: Set the effective time.

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Transfer Main Administrator

  1. Click Transfer on the right side of Main Administrator.
  2. Select Sub Accounts as the transferee, and click Confirm.

Enterprise Deletion

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💡 NOTE After logging out, the enterprise account and related data will be automatically deleted after 72 hours. Support cancel enterprise deletion within 72 hours. Enterprise deletion is irreversible, please operate with caution.

  1. Click Delete on the right side of Enterprise Deletion.
  2. Enter the enterprise email and click Send in the pop-up window.
  3. Enter the verification code from the received email.
  4. Click Delete.

Edit Enterprise Information Enterprise Name: View the enterprise name. Enterprise ID: View or copy the enterprise ID. When connecting devices to YMCS via the auto-provisioning server, you can enter the enterprise ID in the CFG file so the devices can be added to your enterprise directly. Country/Region: View the country/location that the enterprise locates. Time Zone: View the time zone. Node: View the data center used for storing the enterprise data and information. AutoP Address: View or copy the AutoP address. When connecting devices to YMCS via

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DHCP server, you can enter the AutoP address in the CFG file so the devices can be added to your enterprise directly. DM Server Address: View or copy the DM Server address. When connecting devices to YMCS via the auto-provisioning server, you can enter the DM Server address in the CFG file so the devices can be added to your enterprise directly. Contact: Edit the contact name. Phone Number: Edit the phone number of the contact.

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Order Management Introduction Order management can be used to view the order and license information of the current enterprise after the service is activated, including the total number of equipment supported for management in the equipment management order and the allocation of advanced conference room licenses. If the order is within the validity period, the superposition of all orders shall be held. If the service is about to expire, you need to purchase the service from the superior channels to continue the service. When an order is terminated, canceled, or expired, you can receive notifications on YMCS that the status of the order has changed. To obtain the service price and open the license, please contact Yealink Technical Support. Go to Order Management

  1. Sign in to YMCS.
  2. Click System > Order Management.

View Device-Professional License Introduction Order Type, the maximum number of devices supported for management, the number of devices currently added, and the order expiration date are displayed

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in the device management order. As shown in the figure, the maximum number of devices supported and managed by the enterprise is 6000; the number of devices currently added is 5100.

💡 TIP If your enterprise activates device management for the first time, you will receive a complimentary device management order for 1000 devices, and it will be permanently free.

Procedure

  1. In the order list, click the Details on the right side of the device-professional order to view the order details such as order time, service duration and validity period.

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View Room-Professional License Introduction Room-Professional licenses show the order type, total number of licenses owned by the enterprise, the number of licenses assigned, and when the licenses expire. You can assign the licenses to the designated meeting room, and you can use the remote control feature on the room devices in the corresponding meeting room. As shown in the figure, the total number of professional room licenses owned by the enterprise is 50, and the number of rooms with a professional room license is 13. The total number of digital signage licenses owned by the enterprise is 14, and the number of devices with a digital signage license is 7

Procedure

  1. In the order list, click Details on the right side of the desired order.

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  1. Click Order Details or Assign License to view the order details, such as order time, service duration, and validity period, as well as information such as allocated meeting rooms and valid license status.

💡 NOTE Validity starts when the license is first assigned to the meeting room.

Assign Professional Rooms License Procedure

  1. Sign in to YMCS.

  2. Click WorkSpace > Rooms.

  3. Click Assign License to the right of the order type for Professional Rooms License.

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  1. Confirm your action in the pop-up window to complete the assignment. You can see the assigned license under the column of License.

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💡 NOTE Only one premium room license can be assigned to a meeting room. For meeting rooms that have been assigned a license, you can continue to use the Premium Meeting Room features for 14 days after the license expires. To ensure the continued use of services and features, it is recommended that you make a service purchase within these 14 days.

Assign Digital Signage License Procedure

  1. Sign in to YMCS.

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  1. Click WorkSpace > Rooms.

  2. Click Assign License to the right of the order type for Digital Signage License.

  3. Confirm your action in the pop-up window to complete the assignment. You can see the assigned license under the column of License.

💡 NOTE Digital signage licenses can only be assigned to devices that have already installed the digital signage app. MeetingDisplay devices that successfully report by 11:59:59 PM on December 13, 2025, will get a free one-year digital signage license. Digital signage tasks can only be published to the device that has been

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  assigned a digital signage license.




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Settings Device Settings Site Management Add Sites

Introduction You can add sites according to the specific IP range, enterprise organization, or location. This makes device management under the same site more accessible and more efficient.

Prerequisites The default site named after your company name is added when the system is initialized and cannot be deleted.

Procedure

  1. Sign in to YMCS.

  2. Click System > Settings > Devices > Sites.

  3. Click Add or select a site from the site list and click

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Add.

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  1. Edit site information.
  2. Optional: you can enable Auto Assign Device by IP Rule. If enabled, devices that match the site IP will be automatically assigned to the corresponding site, while devices that do not match the site IP will be automatically moved to the root site. This can help you perform unified management of devices under the same IP address.

💡 NOTE You can add 0.0. 0.0 in the Public IP field, which means all IP addresses are acceptable. You can move phone and room devices into the Manual Site Setting list. Devices in the list WON'T be automatically removed from their current sites (including sites with Auto Assign Device by IP Rule enabled). Site changes require manual resetting. For more details, see Manual Site Setting List for phone devices or Manual Site Setting List for room devices.

  1. Click Save. Once the site is added, you can move devices to that site for management.

💡 NOTE The priority (the devices automatically connected to the site) in descending order is the site IP setting, the site setting in the Common.cfg file, and the site setting in importing a batch of devices. When a device falls within the IP range of both a sub-site and a superior site, the device will be directed to the sub-site as a priority. If two sites are at the same level and Site A is configured with both public and private IP addresses while Site B is configured with only the public IP address, the device will be directed to Site A as a priority.

Import Sites

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Introduction If you want to quickly add multiple sites or modify site information in batch, you can import sites in batch. You need to download the template, add multiple sites, or export sites, edit the site information, and then import the file into YMCS.

Procedure

  1. Sign in to YMCS.

  2. Click System > Settings > Devices > Sites.

  3. Click Import.

  4. Fill out the form according to the template and click Upload on the site management page to upload it to complete the import.

Manage Sites

Go to the Site Management Page Procedure

  1. Sign in to YMCS.

  2. Sign in to YMCS.

  3. Click System > Settings > Devices > Sites.

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Rearrange the Sites Introduction You can reorder sites of the same level by dragging and dropping them. By default, the sites are sorted based on the order in which they were added. Procedure

  1. On the site management page, select a site from the site list and drag it to adjust the order.

💡 NOTE Dragging and dropping can only change the order of sites of the same level and cannot modify the parent site of a particular site.

Import Sites Introduction For more information, see import sites.

Export Sites Introduction You can export the information of the sites to edit them and then import the edited information back into the platform, enabling quick management of multiple sites.

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