CAS Configuration Overview

This is a step-by-step overview for new customers using CAS.

This is only one stage of: https://generalbytes.atlassian.net/l/cp/yJfDnG86
You must have CAS installed for this page to be relevant.

You’ve logged into CAS, and are now staring at the Terminals dashboard. What’s next?

Some customization, that’s what’s next. You need to setup CAS to represent you in all transactions conducted at BATMs, so in this article we’ll touch on the various software components and their recommended order to save time & trouble.

Verify your Organization.

Your Organization should be kept updated to prevent billing issues and to ensure proper reporting compliance. Make sure that your contact information is displayed correctly.

See: https://generalbytes.atlassian.net/l/c/epYZ3j7Q

Adjust your Crypto Settings.

This is a very important area to visit - and the most difficult to get “right”.

The default settings are for demonstration only. To actually send (“BUY”) or receive (“SELL”) coin, you’ll have to add your account settings to the existing (or new) Crypto Setting.

So first, create an account at your supported & preferred Hot Wallet provider, or Exchange. We are not affiliated with any providers, and do not know your financial needs or region. You’ll have to explore your options (there are many) and find some that fit your tastes. The number of combinations may be intimidating, but this is part of the effort you must put into your Operation.

Navigate here to understand the CAS settings: https://generalbytes.atlassian.net/l/c/TQCvqQ4M
Hot Wallet information: https://generalbytes.atlassian.net/l/c/4EY1VxiP
Exchange help: https://generalbytes.atlassian.net/l/c/NNfgnN7F

Check your Fiat Setting.

The default Fiat Setting is usually fine as-is, but double-check it anyhow. Measure twice; cut once. Many Operators don’t want their cashboxes filled up with singles (small denominations), so you may choose to limit the denominations to assist towards this end.

Fiat Settings: https://generalbytes.atlassian.net/l/c/NDXz2cuL

Configure your AML/KYC.

Misconfiguring this area could cost you money & your freedom. Many regions demand Anti-Money Laundering reporting & compliance. Consult with an attorney that can properly guide you on the regulations in your area, and make sure this is completely setup before you deploy it!

See: https://generalbytes.atlassian.net/wiki/spaces/ESD/pages/966656131

Modify the Location.

Your BATM must go somewhere. Usually: a public place, where random people can walk up and feed money in your machine. That “place” is called a Location, and it’s required if you’d like those random people to be able to find it. Locations are advertised by the various online services, and it has to be accurate.

The default Location is in Prague. You will need to change it.

Help setting Locations: https://generalbytes.atlassian.net/l/c/8M1zv1jN
Setup a CoinATMRadar.com account: https://generalbytes.atlassian.net/l/c/jJi1TKFq

Fine tune your Terminal settings.

There aren’t many settings to change within this area (at first), and you may want to keep any changes here to a minimum - until you know exactly what you’re doing. When everything is testing perfectly, and you have a feel for the system, then by all means: dive in. Turn on (and off) options as you see fit; play with them until the BATM works exactly as desired. Customizations abound!

Terminal settings in detail: https://generalbytes.atlassian.net/l/c/sjXA5uWm

Are you printing/sending receipts? You should update the default settings in Custom Strings.

https://generalbytes.atlassian.net/wiki/spaces/ESD/pages/963280925/Custom+Strings#Definitely-change-these-strings!
Replace “Name, Address, Phone, etc” with: your name, address, and phone.

If you envision many BATMs in your network, then you should explore Terminal Templates. These Templates enable you to change granular settings across every BATM in your entire Operation with just a few clicks. If you’re reading this article, then you probably aren’t quite there, yet - and it’s simpler to just fine-tune each individual BATM (Terminal) until you’ve reached the sweet spot.

The remaining options aren’t critically important for the new Operator.

Please get acquainted with your BATM’s operation before deploying it, and after you’ve grown comfortable with it’s nuances, explore. Some of the features you’ll stumble across are used explicitly in certain geographic regions; areas that are governed by unusual (or extraordinary) regulations. Remember: we span the globe. Not all features will be useful to you.

Some advice? Don’t overreach - one battle at a time. Expect to spend a week on learning & getting everything to work as you desire. Be patient.