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How To Deploy the Yay.com VoIP Apps

How To Deploy the Yay.com VoIP Apps

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5 min read

Quick Summary

Wondering how to deploy the Yay.com mobile and desktop apps to your staff? Here's how you do it.

In this user guide, we’ll get you to grips with the Yay.com mobile and desktop VoIP apps.

There are a number of methods available to you to suit your preferences. Follow along here and we’ll get you set up!

Automated Deployment

Uses company code? - Yes

This option is for:

Accounts with brand new users that have not been configured. This need not apply to every user in the account, but automatic deployment will only assign users to un-configured users in order to protect your configuration settings.

If you have a new account with us, are just getting started and don’t mind which dial extension is assigned to which user, this is the option for you.

Method

Admin:

  • Toggle ‘Automated Deployment’ ON
  • Generate a company code from the Apps window of the Yay.com dashboard.
  • Distribute this to your staff.

User:

  • Download the Yay.com app
  • Enter phone number
  • Input verification code
  • Input company code

Result:

Staff member automatically assigned to first user eligible for automatic deployment.

NB the above method will only work for users that have not been edited or configured in any way. Configured users are blocked from being eligible for automatic deployment in order to protect changes made.

Manual Deployment - Company Code

Uses company code? - Yes

This option is for:

Those that want control over which user is assigned which extension or those who want to take a more hands-on approach to deployment.

Method

Admin:

  • Toggle ‘Automated Deployment’ OFF
  • Generate a company code from the Apps window of the Yay.com dashboard.
  • Distribute the company code to your staff.

User:

  • Download the Yay.com app
  • Enter phone number
  • Input verification code
    • Input company code
  • The user will see the following message: ‘Your company administrator will activate your user account shortly’.
  • App registration will complete once the account administrator completes the following steps:

Admin:

  • Once a user is added, refresh if necessary to see the ‘Pending App user assignments’ panel.
  • All users who have followed the above steps will be listed here.
  • Assign users to desired sign-ups.

Result:

Staff member manually assigned to a specific user.

Manual Deployment - Invite

Uses company code? - No

This option is for:

Those who have already populated user details with staff mobile numbers.

Method

Admin:

  • Import staff details from a .csv file into the Users page.
  • From the apps page, phone numbers should now be populated next to your users.
  • Hit ‘invite all’ to register the number to that user on our platform.

User:

  • You will receive a text invite to download the Yay.com app.
  • Download it and input your mobile number.
  • Input the SMS verification code.
  • Your phone number will be recognised by our platform and you will automatically be linked to the correct user.

First Time Admin Login

Uses company code? - No

This option is for:

Account administrators who want to get registered to the VoIP app directly.

Method

Admin:

  • Enter mobile number in the app
  • Enter verification code
  • Tap ‘log in’ at the top right
  • Log in with your yay.com account email address and password
  • Again, this is only available to administrators/account holders
  • Select your user from the dropdown menu

Result:

Admin is able to use the Yay.com app immediately after they have created their account

Free Trial Creation

Uses company code? - No

This option is for:

Creating a free VoIP trial from directly within the app.

Method

User:

  • Enter mobile number
  • Enter verification code
  • New customer → Start here
  • The user will see the following warning: ‘Already have an account? Log in or contact your admin for a company code.’
  • This method will not link the app to any existing account of or user.
  • Options: log in; back; create account
  • Enter name, email address and password
  • Enter email verification code

Result:

User has created a trial Yay.com account directly from within the app. Log in to your Yay.com dashboard using the same details just used for sign up to configure your trial account or upgrade to a full package to access all of our VoIP phone system features.

How To Deploy the Yay.com VoIP Apps

Article By

Alex - Content Manager at Yay.com

Alex

Content Manager at Yay.com

ISO 27001 Business Continuity Accreditation ISO 22301 Business Continuity Accreditation Cyber Essentials Certificate of Assurance G-Cloud accredited by the Crown Commercial Service
ISO 27001 Business Continuity Accreditation ISO 22301 Business Continuity Accreditation Cyber Essentials Certificate of Assurance G-Cloud accredited by the Crown Commercial Service