MIFID2

From E-fileWiki
Revision as of 09:04, 7 October 2018 by User (talk | contribs)
Jump to navigation Jump to search
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:

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

User2.png



Step 4:

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


Users list.png


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.

SortFunc.png



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.


FilterUsersList.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 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.


AddGroupProfile.png



Sending Service management

Press the Sending Service Management button. The Sending Service List opens.


AdminMoudle15.png