Quick Start Guide for Client Main

Quick Start Guide for Client Main

Kalay Cloud VMS

Note

Audience: Primary customer administrator who manages devices, sub-accounts, and daily monitoring | Time: 15—20 min for initial setup, 5—10 min daily operations | Outcome: Devices added, cloud recording active, sub-accounts created, live monitoring operational

1. Before You Start

1. Main Account Activated --- created by your Dealer, email activation completed.

2. Devices Ready for Binding --- cameras/devices are powered on, connected to the network, and in binding mode.

3. Cloud Plans Available (Optional) --- sufficient cloud recording plans have been allocated to your account by the Dealer.

Tip

Need help? Contact your Dealer or assigned Technician for device installation support or cloud plan allocation.

2. Getting Started --- Your First 15 Minutes

Follow these steps to log in, review your dashboard, add devices, and set up cloud recording.

Step 1: Log In (1 min)

1. Check your email for “Please Activate Your Account” from the Dealer.

2. Follow the activation link and set your password.

3. Log in at your Kalay Cloud VMS URL.

4. Accept the cookie banner if it appears.

5. Wait for the Dashboard to load.

What success looks like: You land on the Dashboard with device status, events, cloud plan usage, and VMS channel information visible.

Step 2: Review Your Dashboard (2 min)

Dashboard Area	What It Tells You
Device Status	Online vs. offline device count
Events Today / Alerts Today	Total triggered events and alerts for the current day
Cloud Recording Plan (Event)	Active vs. total plans per tier --- check remaining capacity
VMS Channel	Active vs. total licensed channels
Event Statistics	Heat map (hourly event frequency) and Top 5 most active channels
People Counting	Requires compatible device --- click “People Counting” tab to view insights

Figure: Dashboard --- device status, events, cloud plans, VMS channels, event statistics, and recent event feed

Step 3: Add Devices (5 min)

Danger

Devices must be online and powered on before adding!

Method 1: QR Code Scanning (Recommended)

1. Navigate to Device -> Add.

2. Select the “Scan” tab.

3. Allow camera access when prompted.

4. Point your computer/tablet camera at the device QR code (on the device label or in device settings -> TUTK tab -> Bind QR code).

5. Device information loads automatically.

6. Click OK to add.

Method 2: QR Code for WiFi Cameras

1. Click Add -> “QR Code” tab.

2. Enter your WiFi SSID and password.

3. Click Generate QR Code.

4. The device scans the displayed QR code, connects to WiFi, and appears in the system.

5. Click OK to complete.

Method 3: Barcode Scanner

1. Click Add -> “Barcode Scanner” tab.

2. Use a physical scanner to scan the device barcode or manually enter the code.

3. Click Add, then OK to confirm.

After adding, the device appears in your device list with location, name, channel list, and online status (blue = online).

Figure: Device Status page --- location, device name, UDID, type, channels, cloud recording status, and Add button (top right)

Step 4: Subscribe to Cloud Recording (Optional, 2 min)

1. In the device list, find the channel you want to record.

2. Click the “Cloud Recording” button.

3. Click “Subscribe”.

4. Select the plan type.

5. Click “Submit” to activate.

Tip

To cancel: Click the plan name on the subscribed channel to unsubscribe.

Step 5: Verify Setup (2 min)

• Return to Dashboard --- confirm device count and online status.
• Open Live View --- confirm at least one camera feed is streaming.
• Check Cloud Recording Plan on the Dashboard --- confirm active count matches your subscriptions.

Done! Your environment is operational. You can now monitor live feeds, review events, and manage your team’s access.

3. Ongoing Operations

After initial setup, your day-to-day work includes live monitoring, event review, alert management, and sub-account administration.

Live View

• Access from the left navigation.
• Choose layout options: 1, 4, 9, or 16 cameras per screen.
• Filter by Location, Group, or Channel using the top selectors.
• Click any camera for single-channel full view.

Figure: Live View --- multi-camera grid with Location, Group, and Channel filters

Event Management

• View, filter, play, share, and download recorded event clips.
• Filter by Location, Group, Channel, date range, and event type.
• Click an event thumbnail to play back the recording.
• Use the download icon to save clips locally, or the share icon to generate a shareable link.

Figure: Event Management --- event thumbnails with playback, download, and share actions

Alerts and Notifications

Set up alerts to receive real-time notifications when events are detected:

1. Navigate to Device -> Alerts.

2. Select the event types to monitor.

3. Configure notification methods:

• Email: alerts sent to your registered email address.
• LINE: alerts sent via LINE (requires account binding).
• Browser: push notifications (requires browser permission).

4. Use Quick Group Setup to apply alert rules across multiple channels at once.

Sub-Account Management

Create delegated user accounts for your team members with scoped access:

1. Navigate to Account.

2. In the Sub-Account section, click to add a new sub-account.

3. Enter Email and basic profile fields (Name, Mobile, LINE ID).

4. Assign device/channel scope through Permission Management.

5. The sub-account receives an activation email.

Caution

A sub-account is only truly ready when the assigned scope matches the actual channels/devices the person should access.

You can also promote a sub-account to main-account level, or remove sub-accounts as needed.

Figure: Account Management --- main account profile (top), sub-account list with permission assignment per user (bottom)

Additional Features

Feature	How to Use
Share Live View	Generate a shareable link from any channel. Recipients do not need a VMS account and can view live camera feed only --- no access to recordings or settings. Links are time-limited, usage-limited, and can be disabled anytime.
Floor Plans / Mapping	Create floor plans or maps, position devices on them for spatial awareness.
Recording Schedule	Set per-channel recording schedules using the calendar interface under Device -> Schedule.
Device Configuration	Typically configured by the assigned Technician. Covers location, device name, channel selection, channel configuration, remote link, storage management, firmware update, live view settings, event settings, and local recording settings.
Site & Group Management	Create groups, assign sub-accounts and channels to groups, and manage group membership for organized monitoring.

4. Troubleshooting

Cannot See Live View

1. Verify device is online (blue icon in device list).

2. Check your internet connection.

3. Try a different streaming method (in device settings).

4. Refresh the browser.

5. Clear browser cache.

Events Not Recording

1. Check motion detection is enabled (Device -> Event Recording or Device -> Channel -> Event Recording).

2. Verify local or cloud recording is active.

3. Review the recording schedule settings.

4. Confirm the device supports event recording.

Alerts Not Received

1. Verify alert type is checked in Alerts settings.

2. For email: check spam/junk folder.

3. For LINE: confirm account binding.

4. For browser: allow notifications in browser settings.

5. Test alerts by triggering motion in front of the camera.

Device Shows Offline

1. Check physical power and network connections.

2. Verify router/network is working.

3. Restart the device.

4. Wait 2—3 minutes for reconnection.

5. Contact your Technician or Dealer if the problem persists.

Cannot Add Device

1. Confirm device is powered on and has internet connection.

2. Check if device is already added to another account.

3. Ensure correct UDID or QR code.

4. Contact your Dealer for assistance.

Caution

When to escalate to your Dealer: Devices or sites are missing from your account, cloud recording plans are not available, sub-account creation is blocked, or any issue that appears to require upstream provisioning. Include: your role (Client Main), the page name, what you expected vs. what you see, and a screenshot.

Next Steps

• Share the Client Sub Quick Start Guide with team members who need scoped access to assigned cameras.
• Set up alerts early so your team gets notified of critical events from day one.

Version History

Date	Description	Author
2025/11/12	Quick Start Guide for Client Main v1.0	Jonas Chen
2025/11/14	Add prerequisites	Jonas Chen
2026/03/20	Align to standard QIG structure	Louis