Difference between revisions of "E-file User"

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(Alert notifications)
 
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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>
  
= Introduction =  
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= First Connection=  
  
 
The instructions below will explain you how to access the e-file
 
The instructions below will explain you how to access the e-file
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<u>'''Step 1</u>:'''
 
<u>'''Step 1</u>:'''
  
Connect to [https://e-file.lu e-file.lu] with your '''e-file administrator''' login (adminXXX) (Figure 1).
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As soon as your E-file administrator has created an account for you you will receive a mail from infoechg@bourse.lu:
  
[[File:Administrator login (adminXXX) (Figure 1).PNG|700px]]
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[[File:Mail from infoechg@bourse.lu.png|700px]]
  
(Figure 1)
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You need to go to the link in order to create your password
  
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[[File:Account recovery.PNG|700px]]
  
 
 
=Forgot your e-file password=
 
 
For securit
 
y reasons, we are not allowed to reset administrator passwords without following a specific procedure.
 
 
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'''
 
 
<u>'''The request must be submitted on letterhead of your company with the following information'''</u>
 
* User's login
 
* Email address which is linked to the administrator
 
* A brief explanation of the reason why you need to change it
 
* Send your email to '''[mailto:cso.desk@fundsquare.net cso.desk@fundsquare.net]'''
 
 
The email must come from the administrator stated above and include all information specified in the fax.
 
If the administrator has left the company, the fax has to be signed by a legal representative of the company.
 
 
 
Once Fundsquare has received and checked your request, we will send you an email with your new temporary password.
 
 
<u>'''IMPORTANT NOTE:'''</u> The temporary password has to be changed within 7 days upon receipt.
 
 
 
If you have further questions do not hesitate to contact our [[How to contact us|'''Client Support & Operations Desk''']].
 
  
  
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Passwords are encrypted in our database and we do not keep them. You may re-use them.
 
Passwords are encrypted in our database and we do not keep them. You may re-use them.
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<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''
 
<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''
 
 
  
  
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<u>'''Step 3'''</u>  : Select Customize your notifications.
 
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<u>'''Step 3'''</u>  : Verify that your email address registered in your e-file account is valid.
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[[File:Your e-file account is valid.png |400 px]]
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<u>IMPORTANT :</u>  if your email address is not valid, please ask your [[Administration#e-file_administrator_functions_.28e-file_v1.29|'''e-file administrator''']] to replace it by a valid one.
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<u>'''Step 4'''</u>  : Select Customize your notifications.
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[[File:Customize your notifications.png |200 px]]
 
[[File:Customize your notifications.png |200 px]]
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<u>'''Step 4'''</u>  : Select group.
 
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<u>'''Step 5'''</u>  : Select group.
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[[File:Select group555.png |400 px]]
 
[[File:Select group555.png |400 px]]
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<u>'''Step 5'''</u>  : Select the Alert type.
  
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[[File:Notification.png |500 px]]
  
<u>'''Step 6'''</u>  : Select the Alert type.
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The changes are automatically saved upon click. No further validation is required.
  
[[File:Notification.png |500 px]]
 
  
<u>IMPORTANT :</u> 
 
  
A green window will pop-up stating that the update has been saved.
 
  
 
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<u>'''Optional Step 6'''</u>  : Receive only your alerts and not the group's ones.
<u>'''Optional Step 7'''</u>  : Receive only your alerts and not the group's ones.
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Ticking also the group box, the sends from other users of the same reports group will be ignored.
 
Ticking also the group box, the sends from other users of the same reports group will be ignored.
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= Transmisson Module=
 
= Transmisson Module=
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 +
  
 
==  Configuration of keystore ==
 
==  Configuration of keystore ==
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-Click the Import button
 
-Click the Import button
  
[[File:ImportKeystore.png | 600px]]
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[[File:ImportKeystore.png | 500px]]
  
  

Latest revision as of 11:58, 7 January 2021

First Connection

The instructions below will explain you how to access the e-file

Step 1:

As soon as your E-file administrator has created an account for you you will receive a mail from infoechg@bourse.lu:

Mail from infoechg@bourse.lu.png

You need to go to the link in order to create your password

Account recovery.PNG



e-file password policy

Password.png

(Figure 42)

The password you will have to provide must follow the rules below:

  • At least one upper and one lower case letter
  • At least one number
  • At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
  • At least 8 characters and at most 20


Please note that :

The validity of your password is not limited in time.

Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.

Passwords are encrypted in our database and we do not keep them. You may re-use them.



Alert notifications

Please be informed that you can receive alert notifications by email triggered by specific events.


Example : Court orders sent by the Luxembourgish judicial police (=> CSSF - Circular 13/566)

If you want to be notified by email each time the Luxembourgish judicial police sends you court orders, you have to follow the steps below.


Step 1  : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/


Step 2  : Select Update my profile

Select Update my profile.png


Step 3  : Select Customize your notifications.

Customize your notifications.png


Step 4  : Select group.

Select group555.png


Step 5  : Select the Alert type.

Notification.png

The changes are automatically saved upon click. No further validation is required.



Optional Step 6  : Receive only your alerts and not the group's ones.

Ticking also the group box, the sends from other users of the same reports group will be ignored.

Alerte Notification.png

Transmisson Module

Configuration of keystore

The activated keystore, containing your LUXTRUST certificate and your encryption keys must now be provided to the workstations of each e-file user.

Step 1:

Open the Transmission module

Icon1.png


Step 2:

-Select the Configuration tab

-Click the Browse button

-Select your keystore

-Click the Import button

ImportKeystore.png


A pop-up windows opens indicating that the import was successful " Change done".

ChangeDone.png