Getting Started with CAST 2
How to Set Up a Billable CQG QTrader System
CAST 2 is a work in progress and as we replicate the full functionality of CAST in this new product, we are adding new ‘view-only’ screens regularly. In the meantime, please follow the steps below to setup your QTrader users. The CQG team will be in touch with you as more functionality is available.
Before You Begin: Requirements
According to exchange policy, CQG QTrader setups require additional information about the trader, including:
- First and last name
- Email address
- Phone number
- Full address with zip code and state
Before You Begin: CAST Setup
Access CAST 2
Use your CAST username and password to sign in to CAST 2
Before You Begin: CAST and CAST 2
Fill in the customer’s login credentials and then click Save and Continue
- The login name is automatically generated but can be changed
- You must select whether the user is Pro or Non-Pro
- By filling in a login removal date, you will force the system offline on that chosen date and prevent the login from future use
Products and Services: Real-Time Data
This section allows you to set permissions for the customer to view charting and quotes data
You can search by exchange name using the text field
Verify that the customer's requested data enablements are checked off in the Enabled column. If the customer requests connection to an exchange or service that is not checked then you send an email to firstname.lastname@example.org and request the enablements be turned on.
Products and Services: CQG Desktop and CQG Mobile
If a customer requests to see permissioned data on CQG Desktop and CQG Mobile then return to original CAST, and select Traders.
Search for the Trader in the search box at the top of the page.
Select Products and Services under the Traders list.
Place checkmarks for CQG Desktop and CQG Mobile to be enabled.
Active Products and Services
After the customer has been set up, you can view the system’s permissions by clicking Active Products and Services
Best Practices: Improve workflow by viewing windows side-by-side
We recommend putting two browser windows side-by-side to help make workflow more efficient. In Windows, dragging a window to the side of a monitor will snap that window to 50% of the monitor.
Then, instead of clicking a link, which will navigate away from your current screen, right-click on a link and open in a new tab. Then drag the tab to the other side of the monitor to view both windows side-by-side.