Difference between revisions of "E-file Administration"
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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> | <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> | ||
<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> | <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> | ||
=Forgot your e-file user password?= | |||
If you forgot your e-file user password, please contact your e-file administrator to reset your password. | |||
=Forgot your e-file administrator password?= | |||
If you forgot your e-file administrator password please contact the Helpdesk | |||
:::::'''<u>Helpdesk</u>''' | |||
:::::Phone +352 28 370 '''211''' | |||
:::::'''[mailto:helpdesk@fundsquare.net helpdesk@fundsquare.net]''' | |||
= e-file administrator functions (e-file v1) = | |||
'''The user creation is the responsibility of your local e-file administrator'''. | |||
The administrator's user account has specific rights in [http://www.e-file.lu e-file.lu] allowing him to manage user accounts: | |||
* Password management | |||
* Locking/ unlocking user accounts | |||
* Creating new user accounts and / or adding new profiles to an existing one | |||
* Management and renewal of your company's Luxtrust certificates | |||
* [https://www.e-file.lu/docs/EN/ManuUtil_EFile_GestionUtilisateurs_v1.0_EN.pdf User administration e-file v1] | |||
[http://www.bcl.lu/en/index.html BCL] | |||
= Videos for e-file administrators (e-file v1) = | |||
=== [[File:video.png]] Creation of an e-file user (e-file v1) === | |||
[https://www.e-file.lu/videos/Admin_Creation_Utilisateur_EN.htm Watch the video] | |||
=== [[File:video.png]] Adding a group to a user (e-file v1) === | |||
[https://www.e-file.lu/videos/Admin_Ajout_Groupe_Utilisateur_EN.htm Watch the video] | |||
= E-File Profiles Consolidation = | = E-File Profiles Consolidation = | ||
==General information== | ==General information== | ||
In regards of the incoming e-file V1 migration to the e-file V2 application some changes to the profiles will be done. | In regards of the incoming e-file V1 migration to the e-file V2 application some changes to the profiles will be done. | ||
| Line 10: | Line 61: | ||
[[File:PROFILES.JPG]]<br> | [[File:PROFILES.JPG]]<br> | ||
==Description of each profile== | ==Description of each profile== | ||
=== Administrator / Administrateur === | === Administrator / Administrateur === | ||
The Administrator profile allow the user to manage the LuxTrust certificate(s) and to manage the users, groups and profiles. | The Administrator profile allow the user to manage the LuxTrust certificate(s) and to manage the users, groups and profiles. | ||
=== Guest / Visitor === | === Guest / Visitor === | ||
The Guest can consult the information or documents of his affected group(s).<br> | |||
He can access the follow up tools and open the documents linked to the group(s).<br> | * The Guest can consult the information or documents of his affected group(s).<br> | ||
The Guest cannot submit reports or documents via e-file. | |||
* He can access the follow up tools and open the documents linked to the group(s).<br> | |||
* The Guest cannot submit reports or documents via e-file. | |||
===Manager / Responsable=== | ===Manager / Responsable=== | ||
The Manager can consult the information or documents of his affected group(s).<br> | |||
He can access the follow up tools and open the documents linked to the group(s).<br> | * The Manager can consult the information or documents of his affected group(s).<br> | ||
The Manager can submit reports linked to his group(s) via e-file. | |||
* He can access the follow up tools and open the documents linked to the group(s).<br> | |||
* The Manager can submit reports linked to his group(s) via e-file. | |||
===Operator / Opérateur=== | ===Operator / Opérateur=== | ||
The Operator can consult the information or documents of his affected group(s).<br> | |||
He can access the follow up tools and open the documents linked to the group(s).<br> | * The Operator can consult the information or documents of his affected group(s).<br> | ||
The Operator submit reports linked to his group(s) to validation by a Validator. | |||
* He can access the follow up tools and open the documents linked to the group(s).<br> | |||
* The Operator submit reports linked to his group(s) to validation by a Validator. | |||
===Validator / Valideur=== | ===Validator / Valideur=== | ||
The Validator can consult the information or documents of his affected group(s).<br> | |||
He can access the follow up tools and open the documents linked to the group(s).<br> | * The Validator can consult the information or documents of his affected group(s).<br> | ||
He validates or rejects reports awaiting for validation linked to his group(s). | |||
* He can access the follow up tools and open the documents linked to the group(s).<br> | |||
* He validates or rejects reports awaiting for validation linked to his group(s). | |||
==Who will be impacted== | ==Who will be impacted== | ||
The existing users with an old profile will be automatically affected to the corresponding new profile, as per above table. <br> | |||
* The existing users with an old profile will be automatically affected to the corresponding new profile, as per above table. <br> | |||
In order to allow the users who send reports to still have access to the transmission functionnality; some users will be moved from Adminsitrator to Manager profile.<br> | In order to allow the users who send reports to still have access to the transmission functionnality; some users will be moved from Adminsitrator to Manager profile.<br> | ||
[[Category: FAQ e-file]] | [[Category: FAQ e-file]] | ||
Revision as of 19:47, 13 December 2017
Forgot your e-file user password?
If you forgot your e-file user password, please contact your e-file administrator to reset your password.
Forgot your e-file administrator password?
If you forgot your e-file administrator password please contact the Helpdesk
- Helpdesk
- Phone +352 28 370 211
e-file administrator functions (e-file v1)
The user creation is the responsibility of your local e-file administrator.
The administrator's user account has specific rights in e-file.lu allowing him to manage user accounts:
- Password management
- Locking/ unlocking user accounts
- Creating new user accounts and / or adding new profiles to an existing one
- Management and renewal of your company's Luxtrust certificates
Videos for e-file administrators (e-file v1)
Creation of an e-file user (e-file v1)
Adding a group to a user (e-file v1)
E-File Profiles Consolidation
General information
In regards of the incoming e-file V1 migration to the e-file V2 application some changes to the profiles will be done.
Please find following the new profiles that will be available and the correspondence with the old ones:
Description of each profile
Administrator / Administrateur
The Administrator profile allow the user to manage the LuxTrust certificate(s) and to manage the users, groups and profiles.
Guest / Visitor
- The Guest can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- The Guest cannot submit reports or documents via e-file.
Manager / Responsable
- The Manager can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- The Manager can submit reports linked to his group(s) via e-file.
Operator / Opérateur
- The Operator can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- The Operator submit reports linked to his group(s) to validation by a Validator.
Validator / Valideur
- The Validator can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- He validates or rejects reports awaiting for validation linked to his group(s).
Who will be impacted
- The existing users with an old profile will be automatically affected to the corresponding new profile, as per above table.
In order to allow the users who send reports to still have access to the transmission functionnality; some users will be moved from Adminsitrator to Manager profile.