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e-file administrator functions

The e-file administrator has specific rights:

• Reset password of user accounts

• Lock/ unlock user accounts

• Create new user accounts

• Assign groups to user accounts

• Manage user profiles

• Assign groups to the Sending Service user

• Subscribe the Sending Service user to alerts

• Order and renew the company's Luxtrust certificate

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 (Figure 1).

(Figure 1)

Step 2:

Click the Users button (Figure 2)

(Figure 2)

Step 3:

The Users list screen opens. Click the Create a user button

Step 4:

The Create a user window pops up. Complete the form as shown in the figure below and click the Create button.

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. If you press this icon, an email is sent to the user with a web-link to reset his password.

Action 3: The user is locked. Please be informed, that 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.

Sort functions in the Users List

The Login, Name, Email and Last connection columns can be sorted (A to Z or smallest number to largest).

Example:

If you want to sort the Name column from A to Z or Z to A, click directly on Name on the top of the column. The direction of the arrow shows whether the sort is ascending or descending.

Filter functions in the Users List

Example:

If you want to display in the Users List only the users to whom the Group FATCA and the profile Manager have been assigned, you have to select the filter criteria as shown in the figure below and press the SEARCH button.

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.

Step : 2

The User details screen opens. Click the Groups icon.

Step : 3

The User details / Groups screen opens.

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

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

Example:

If a user has to send COREP reportings to the CSSF, the e-file administrator must assign the group Rapport COREP and the profile Manager to the user.

User profiles

Administrator / Administrateur

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.

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).

Sending Service management

Select the Users tab of the Administration module and press the Sending Service Management button. The Sending Service List opens.

Explanations:

1. Status: the green check mark indicates that the Sending Service is active.

2. Login: it is the login of the Sending Service user.

3. Last connection: date of the last connection of the Sending Service to e-file.

4. Version: when you move the mouse over the i (=information), the name of the latest Sending Service version available pops up.

5. The number indicates the Sending Service version of your current Sending Service . If you want to update your Sending Service press the download button and download the latest Sending Service version with our Sending Service installer.

6. If you want to close a Sending Service account, press the lock icon Deactivate.

7. Group filter function in the Sending Service List

Example:

If you want to display in the Sending Service List only the Sending Services to which the Group FATCA is assigned, you have to select FATCA in the drop down list and press the SEARCH button.

8. Click the Edit groups icon to get more detailed information on the Sending Service user.

Assign groups and subscribe to alerts

Example:

If you want to submit COREP reportings through the Sending Service, you have to assign the group COREP to your Sending Service.

Please follow the steps below:

Step 1:

Select the Users tab of the Administration module and press the Sending Service Management button. The Sending Service List opens.

Step 2:

Click the Edit groups icon of the Sending Service to which you want to add the COREP group.

The Change groups of Sending Service page opens.

Explanations:

All Groups assigned to the Sending Service are listed here (1).

The only possible Profile value for a Sending Service is "Sending Service" (2).

If the Alerts checkbox is checked (3), it means that the Sending Service will receive replies (= feedbacks) from the regulator.

These replies will be dropped automatically into the replies respective Sending Service folder.

Step 3:

Press the button.

The Details page of your Sending Service to which you want the COREP reporting opens in Edit mode.

Step 4:

Click the ADD A GROUP icon , select the group you want to assign, click the SUBSCRIBE to Alerts button and VALIDATE your changes.

In the case you have to delete a group, click the cross (Delete).

Forgot your e-file administrator password?

For security 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

The request must be submitted on letterhead of your company with the following information

• administrator's login adminXXX
• Email address which is linked to the administrator
• A brief explanation of the reason why you need to change it
• Send your email to 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.

IMPORTANT NOTE: The temporary password has to be changed within 7 days upon receipt.

If you have further questions do not hesitate to contact our Client Support & Operations Desk.

e-file password policy

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.