Difference between revisions of "E-file Administration"

From E-fileWiki
Jump to navigation Jump to search
Line 1: Line 1:
<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?=
=Forgot your e-file user password?=


Line 45: Line 44:




=New e-file profiles =
=New e-file profiles (e-file v2)=


==General information==
==General information==
Line 80: Line 79:
===Operator / Opérateur===
===Operator / Opérateur===


* The Operator can consult the information or documents of his affected group(s).<br>
* 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).<br>
* 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.
* The Operator submit reports linked to his group(s) to validation by a Validator.
Line 89: Line 88:
===Validator / Valideur===
===Validator / Valideur===


* The Validator can consult the information or documents of his affected group(s).<br>
* 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).<br>
* 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).
* He validates or rejects reports awaiting for validation linked to his group(s).




==Who will be impacted==
==Who has been 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 have been 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.<br>
In order to preserve transmission functionnality, the profile of some users has been moved from Adminsitrator to Manager profile.


[[Category: FAQ e-file]]
[[Category: FAQ e-file]]

Revision as of 20:22, 13 December 2017

Home page Return homepage
Français Accéder à la version française

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
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 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)

Video.png Creation of an e-file user (e-file v1)

Watch the video

Video.png Adding a group to a user (e-file v1)

Watch the video


New e-file profiles (e-file v2)

General information

NEW: In regards of the incoming e-file v1 migration to the e-file v2 in spring 2017 the profiles have already changed. Please find following the new profiles that will be available and the correspondence with the old one

PROFILES.JPG

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 has been impacted

  • The existing users with an old profile have been automatically affected to the corresponding new profile, as per above table.

In order to preserve transmission functionnality, the profile of some users has been moved from Adminsitrator to Manager profile.