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FasCard Configuration Procedure

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Overview

Once a FasCard system account has been established and a user has obtained a user account with customer admin privileges from CCI technical support, the user needs to configuring the FasCard system.  The configuration procedure includes the following steps...

Description

1. Log in to FasCard

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2. Add User Accounts

Create user accounts for everyone in the organization that will need access to the system.  Start by clicking on the User Accounts tab.

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3. Add Location Groups

If you only have one location then you can skip this section, if you are setting up multiple locations you may want to group your locations.  Vend pricing is all configured by location group, if each location is to have different vend pricing schedules then they should be in separate groups.  For some installs, there may be multiple groups with only one location in the group with the same name, for example 123 Main St location in 123 Main St Group.  Start by clicking the Location Groups tab.

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4. Add Locations

A location is defined as place where FasCard readers will be installed and connected to any number of  Satellite Access Point (SAP).  This could include a Laundromat or a laundry room in an apartment building.  Reports will be generated based on location.  Start by clicking the Location Setup tab.

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5. Add Satellites to Location

Satellites or Satellite Access Points are the wireless 'Hubs' that the FasCard readers connect to via WIFI in order to connect to the internet and then back to the FasCard servers.  Every location needs at least 1 SAP configured and installed in order for the FasCard readers to operate properly.  A label affixed to the SAP contains the MAC address for the unit, this value is required in order to add the unit to the FasCard system.  This process is performed from within the Location Setup tab.

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6. Add Equipment Types

Equipment types need to be added to your system in order to assign machines to locations as well as configure features and pricing for locations.  When the system was ordered a Equipment Survey / Setup Form should have been completed, this form will be helpful in completing this step.  Start by clicking the Equipment Setup tab.

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7. Add Machines to Locations

Once all of the equipment types have been added to the system, it's time to configure each location with a list of machines.  This list contains the machine ID of the host machine (usually the same number that's physically labeled on that machine), as well as the equipment type and machine specific details.  When the system was ordered a Equipment Survey / Setup Form should have been completed, this form will be helpful in completing this step.  Start by clicking the Machine Setup tab.

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8. Configure Vend Prices and Features for Location Groups

The final step is to configure the vend prices for each equipment type by location group and enable the machines.  Start by clicking the Pricing & Features Schedule tab.

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Video Tutorial

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