MIFID2

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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.

Step 2:

Click the Users button

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 indicated in the picture 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.

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 all the groups, 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 submit COREP reportings to the CSSF, the e-file administrator must assign the group Rapport COREP and the profile Manager to the user.