Difference between revisions of "MIFID2"

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'''Step : 1 '''
'''Step : 1 '''


Open the '''Users list''' screen and click the '''Edit''' icon of the user to whom you want assign [[ProductCoverage|'''groups''']] and a specific [[E-file_Administration#New_e-file_user_profiles_.28e-file_v2.29 |'''profile''']].
Open the '''Users list''' screen (see screen above) and click the '''Edit''' icon of the user to whom you want assign [[ProductCoverage|'''groups''']] and a specific [[E-file_Administration#New_e-file_user_profiles_.28e-file_v2.29 |'''profile''']].
 
[[File:Edit.png|800px]]
 
 
 
 
 
'''Step : 2 '''
 
The '''User details''' screen opens. Click the '''Groups''' icon.
 
[[File:UserDetails.png|500px]]
 
 
 
 
 
 
'''Step : 3 '''
 
The '''User details / Groups''' screen opens.
 
Select the groups you want to assign and click the '''ADD A GROUP''' button. Once you have added all the groups, click the '''Save''' button.


Please be informed that you can find a detailed information on all groups on our Wikipage [[ProductCoverage|'''Product Coverage''']]; column <u>e-file user account: "groupe"</u>.
Please be informed that you can find a detailed information on all groups on our Wikipage [[ProductCoverage|'''Product Coverage''']]; column <u>e-file user account: "groupe"</u>.
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Example: if a user has to submit '''COREP reportings''' to the CSSF, the e-file administrator must assign the <u>group</u> '''Rapport COREP''' and the <u>profile</u> '''Manager''' to the user.
Example: if a user has to submit '''COREP reportings''' to the CSSF, the e-file administrator must assign the <u>group</u> '''Rapport COREP''' and the <u>profile</u> '''Manager''' to the user.


[[File:Edit.png|800px]]
 
[[File:AddGroupProfile.png|500px]]
 





Revision as of 09:36, 30 September 2018

Home page Return homepage

Create a new e-file user

Step 1:

Connect to e-file.lu with your e-file administrator login (adminXXX) and click the Administration module icon.

AdminModule6.png



Step 2:

Click the Users button

Users1.png



Step 3:

Click the Create a user button

User2.png



Step 4:

The Create a user window pops up. Complete the form as indicated in the picture and click the Create button.

CreateUser.png



Step : 5

Go back to the Users list screen. Move the mouse over the user you just created. Five icons will appear allowing to perform the following actions:

Action 1: Edit user settings

Action 2: Force password change. An email is sent to the user with a web-link to reset his password.

Action 3: The user is locked. A new user will automatically be unlocked when he logs in for the first time.

Action 4: Lock the user.

Action 5: Delete the user.


Users list.png


Assign groups and profiles to users

Step : 1

Open the Users list screen (see screen above) and click the Edit icon of the user to whom you want assign groups and a specific profile.

Edit.png



Step : 2

The User details screen opens. Click the Groups icon.

UserDetails.png




Step : 3

The User details / Groups screen opens.

Select the groups you want to assign and click the ADD A GROUP button. Once you have added all the groups, click the Save button.

Please be informed that you can find a detailed information on all groups on our Wikipage Product Coverage; column e-file user account: "groupe".

Example: if a user has to submit COREP reportings to the CSSF, the e-file administrator must assign the group Rapport COREP and the profile Manager to the user.


AddGroupProfile.png