MIFID2

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Revision as of 08:54, 30 September 2018 by User (talk | contribs)
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Create a new e-file user

Step 1:

Connect to e-file.lu with your e-file administrator 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.

User3.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 and click the Edit icon of the user to whom you want assign Product coverage and a specific profile.

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

Edit.png