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| <div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
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| <div style="text-align: right; direction: ltr; margin-left: 1em;">[[E-file Light|Français]] [[File:french.jpg|Accéder à la version française|link=E-file Light]]</div>
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| =Forgot your e-file user password?=
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| If you forgot your e-file '''user''' password, please contact the e-file administrator of your company who will reset your password.
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| =Forgot your e-file administrator password?=
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| For security reasons, we are not allowed to reset administrator passwords without following a specific procedure.
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| Your password reset request must be sent by email and paper mail. The paper can be replaced by a fax to speed up the process => '''Fax sending to 28 370 491'''
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| <u>'''The request must be submitted on letterhead of your company with the following information'''</u>
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| * administrator's login adminXXX
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| * Email address which is linked to the administrator
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| * A brief explanation of the reason why you need to change it
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| * Send your email to '''[mailto:cso.desk@fundsquare.net cso.desk@fundsquare.net]'''
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| The email must come from the administrator stated above and include all information specified in the fax.
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| If the administrator has left the company, the fax has to be signed by a legal representative of the company.
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| Once Fundsquare has received and checked your request, we will send you an email with your new temporary password.
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| <u>'''IMPORTANT NOTE:'''</u> The temporary password has to be changed within 7 days upon receipt.
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| If you have further questions do not hesitate to contact our [[How to contact us|'''Client Support & Operations Desk''']].
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| = e-file password policy =
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| [[File:Password.png|300 px]]
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| The password you will have to provide must follow the rules below:
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| * At least one upper and one lower case letter
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| * At least one number
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| * At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
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| * At least 8 characters and at most 20
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| <u> Please note that </u>:
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| The validity of your password is not limited in time.
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| Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.
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| Passwords are encrypted in our database and we do not keep them. You may re-use them.
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| = e-file administrator functions (e-file v1) =
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| The administrator has specific rights:
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| * Password reset of user accounts
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| * Locking/ unlocking user accounts
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| * Creating new user accounts
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| * User profile management
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| * Management and renewal of the company's Luxtrust certificate
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| =New e-file user profiles (e-file v2)=
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| <span style="background:yellow"> '''NEW:'''</span> In regards of the incoming '''e-file v1''' migration to the '''e-file v2''' in '''2018''' the profiles have already changed.
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| Please find below the new profiles in comparison to the old ones.
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| [[File:PROFILES.JPG]]
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| ==Description of each profile==
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| === Administrator / Administrateur ===
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| The Administrator profile allows the e-file administrator to order and activate LuxTrust certificate(s), manage user accounts, groups, user profiles, lock and un lock user account.
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| === Guest / Visitor ===
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| * The Guest can consult the information or documents of his affected group(s).<br>
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| * He can access the follow up tools and open the documents linked to the group(s).<br>
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| * The Guest cannot submit reports or documents via e-file.
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| ===Manager / Responsable===
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| * The Manager can consult the information or documents of his affected group(s).<br>
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| * He can access the follow up tools and open the documents linked to the group(s).<br>
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| * The Manager can submit reports linked to his group(s) via e-file.
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| ===Operator / Opérateur===
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| * The Operator can consult the information or documents of his affected group(s).
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| * He can access the follow up tools and open the documents linked to the group(s).
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| * The Operator submit reports linked to his group(s) to validation by a Validator.
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| ===Validator / Valideur===
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| * The Validator can consult the information or documents of his affected group(s).
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| * He can access the follow up tools and open the documents linked to the group(s).
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| * He validates or rejects reports awaiting for validation linked to his group(s).
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| ==Who has been impacted==
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| * The existing users with an old profile have been automatically affected to the corresponding new profile, as per above table.
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| In order to preserve transmission functionnality, the profile of some users has been moved from Adminsitrator to Manager profile.
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| [[Category: FAQ e-file]]
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