Difference between revisions of "MIFID2"

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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
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= Create a new e-file user =
 
 
'''Step 1:'''
 
Connect to [https://e-file.lu e-file.lu] with your [[E-file Administration|'''e-file administrator''']] login (adminXXX) and click the '''Administration module''' icon.
 
[[File:AdminModule6.png|border|350px]]
 
 
 
 
 
'''Step 2:'''
 
Click the '''Users''' button
 
[[File:Users1.png|700px]]
 
 
 
 
 
'''Step 3:'''
 
Click the '''Create a user''' button
 
[[File:User2.png|700px]]
 
 
 
 
'''Step 4:'''
 
The '''Create a user''' window pops up. Complete the form as indicated in the picture and click the '''Create''' button.
 
[[File:CreateUser.png|250px]]
 
 
 
 
'''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.
 
 
[[File:Users list.png|900px]]
 
 
 
= 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 [[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 [[ProductCoverage|'''groups''']] and [[E-file_Administration#New_e-file_user_profiles_.28e-file_v2.29 |'''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 [[ProductCoverage|'''Product Coverage''']]; column <u>e-file user account: "groupe"</u>.
 
<u>Example</u>: 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:AddGroupProfile.png|500px]]
 
 
 
 
 
 
 
[[Category: FAQ e-file]]

Latest revision as of 12:00, 22 August 2024

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