Quick Start Guide for Client Sub

Quick Start Guide for Client Sub

Kalay Cloud VMS

Note

Audience: Delegated team member with view-only access to assigned cameras and events | Time: 5 min initial setup, day-to-day monitoring | Outcome: Logged in, assigned cameras visible, live view and events accessible

Tip

Understanding your role: As a Sub account, you have view-only access to cameras assigned to you by the Main account. You can monitor live feeds, view and download events, set up personal alerts, and share live view links --- but you cannot add devices, modify system settings, or manage other accounts.

1. Before You Start

1. Sub Account Activated --- created by the Main account or Dealer, email activation completed.

2. Camera Access Granted --- specific cameras have been assigned to your account by the Main account.

Tip

Need help? Contact your Main account administrator to request camera access or additional permissions.

2. Getting Started --- Your First 5 Minutes

Follow these steps to log in, review your dashboard, and confirm your assigned devices are visible.

Step 1: Log In (1 min)

1. Check your email for “Please Activate Your Account” from the Main account or 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 today, alerts today, and event statistics visible.

Step 2: Review Your Dashboard (2 min)

Dashboard Area	What It Tells You
Device Status	Online vs. offline count for your assigned devices
Events Today / Alerts Today	Total triggered events and alerts for the current day on your assigned devices
Event Statistics	Top 5 most active channels and hourly event heat map
People Counting	Requires compatible device --- click “People Counting” tab if available

Figure: Client Sub Dashboard --- device status, events, alerts, Top 5 channels, and recent event feed

Step 3: Verify Your Assigned Devices (2 min)

1. Navigate to Device in the left navigation.

2. Confirm your assigned devices appear in the device list.

3. Check that the expected location, device name, and channel are visible.

4. Verify the device status shows online (blue icon).

Figure: Device List (read-only) --- you only see devices assigned to you by the Main account

Caution

You only see devices that have been shared with you by the Main account. If expected cameras are missing, contact your Main account administrator.

5. Open Live View --- confirm at least one camera feed is streaming.

Done! Your environment is ready for daily monitoring.

3. Ongoing Operations

Your day-to-day work is monitoring live feeds, reviewing events, and managing your personal alert preferences.

Live View

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

Figure: Live View --- assigned camera feed with Location, Group, and Channel filters

Event Management

• View, filter, play, share, and download event clips from your assigned devices.
• 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 link.

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

Alerts and Notifications

Set up personal alerts to receive notifications when events occur on your assigned devices:

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.

Sharing Live View

You can generate shareable links from your assigned channels:

• Recipients do not need a VMS account.
• Links provide live camera feed only --- no access to recordings or settings.
• Links are time-limited and usage-limited.
• Links can be disabled anytime.

Account Management

Manage your personal account settings:

• View and edit your account information (Name, Mobile, LINE ID).
• Change your password.
• Delete your account --- this removes all your access permanently. Use with caution.

Figure: Account Management --- user information with edit, password change, and delete functions

4. Troubleshooting

Cannot See Expected Cameras

1. Check if the devices are offline (blue icon = online in device list).

2. Contact your Main account administrator.

3. Verify which devices should be assigned to you.

4. Check if you are in the correct group.

5. Ask the Main account to verify your permissions.

Live View Not Working

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

2. Check your internet connection.

3. Refresh the browser page.

4. Clear browser cache and cookies.

5. Try Chrome or Edge if using a different browser.

6. Report to Main account if the problem persists.

Not Receiving Alerts

1. Verify alert types are enabled (check with Main account if unsure).

2. For email: check spam/junk folder.

3. For LINE: confirm account is bound.

4. For browser: allow notifications in browser settings.

5. Contact Main account to verify alert configuration.

Events Not Appearing

1. Check date/time filters --- try clearing all filters first.

2. Verify you have access to those cameras.

3. Confirm events occurred on your assigned devices.

4. Check with Main account about device permissions.

Cannot Download Event

1. Verify you are logged in.

2. Check your internet connection.

3. Ensure your browser allows downloads.

4. Try a different browser.

5. Check if the event still exists (recordings may expire based on the cloud plan).

Caution

When to contact your Main account: You cannot see expected cameras, your access scope looks wrong, alert configuration is not working, or any issue that requires permission changes. The Main account administrator is your first point of contact for all access-related issues.

Next Steps

• Set up alerts early so you get notified of critical events from day one.
• Bookmark the Live View page for quick daily access to your assigned cameras.
• Contact your Main account if your access scope changes or if you need visibility to additional devices.
• Refer to full Kalay Cloud VMS documentation for advanced features and detailed troubleshooting.

Version History

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