Difference between revisions of "E-file User"

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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>
__NOTOC__
= e-file FAQ - User profile's section =
<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>


= Introduction =


The instructions below will explain you how to access the e-file
== Initial Setup ==
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible; >
<div style="font-weight:bold;line-height:2.5;">How can I get credentials ?</div>
<div class="mw-collapsible-content">
: 1. Ask your local e-file administrator to create an account for you


<u>'''Step 1</u>:'''
: 2. As soon as it is done, you will receive an e-mail from infoechg@bourse.lu, click the link to create your password


Connect to [https://e-file.lu e-file.lu] with your '''e-file administrator''' login (adminXXX) (Figure 1).
::[[File:Mail from infoechg@bourse.lu.png|700px]]


[[File:Administrator login (adminXXX) (Figure 1).PNG|700px]]
::[[File:Account recovery.PNG|700px]]


(Figure 1)
</div>
</div>


<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I forget my password</div>
<div class="mw-collapsible-content">
:Use the 'Forgotten password' button on the home page
</div></div>


<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">My data is not up to date</div>
<div class="mw-collapsible-content">
:Follow the [[Onboarding|Onboarding page]]
</div></div>


==  Deploying the keystore ==
== Submitting a report ==
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to send a 'ready to send' report </div>
<div class="mw-collapsible-content">
:You can send it through the [[Transmission_Module|Transmission module]].
</div></div>


===Manual file transmission===
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to create a report</div>
<div class="mw-collapsible-content">
:Some reports can be filled and sent via an e-file form, see the [[ReportGeneration|Report Generation module]].
</div></div>


The activated keystore, containing your LUXTRUST certificate and your encryption keys must now be provided to the workstations of each e-file user.
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I have lots of reports to send</div>
<div class="mw-collapsible-content">
:We offer an automated solution called the [[Sending_Service_home|Sending Service]].</br>Talk to your local e-file administrator or IT team.
</div></div>


<u>'''Step 1</u>:'''
== Being informed / Monitoring ==
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<div style="font-weight:bold;line-height:2.5;">I want to know my sends' status</div>
<div class="mw-collapsible-content">
:The [[Transmission_Monitoring|Transmission Monitoring]] module is designed for.
</div></div>


Open the Transmission module
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<span id=I_want_to_receive_notifications_by_mail></span>
<div style="font-weight:bold;line-height:2.5;">I want to receive notifications by e-mail</div>
<div class="mw-collapsible-content">
:You can find a video tutorial <b> <u> [[Media:E-file alerts.mp4| here]] </u> which summarise the below process</b>


[[File:Icon1.png | 300px]]


:<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''


<u>'''Step 2</u>:'''


-Select the Configuration tab


-Click the Browse button
:<u>'''Step 2'''</u>  : Select Update my profile


-Select your keystore
:[[File:Select Update my profile.png |200 px]]


-Click the Import button


[[File:ImportKeystore.png | 600px]]


:<u>'''Step 3'''</u>  : Select Customize your notifications.


:[[File:Customize your notifications.png |200 px]]


A pop-up windows opens indicating that the import was successful " Change done".


[[File:ChangeDone.png | 300px]]


:<u>'''Step 4'''</u>  : Select the relevant group.


:[[File:Select group555.png |400 px]]




=Forgot your e-file password=


For security reasons, we are not allowed to reset administrator passwords without following a specific procedure.
:<u>'''Step 5'''</u>  : Select the Alert type.


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'''
:[[File:Notification.png |500 px]]


<u>'''The request must be submitted on letterhead of your company with the following information'''</u>
:The changes are automatically saved upon click. No further validation is required.
* User's login
* Email address which is linked to the administrator
* A brief explanation of the reason why you need to change it
* Send your email to '''[mailto:cso.desk@fundsquare.net 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.
:<u>'''Optional Step 6'''</u>  : Receive only your alerts and not the whole group's ones.


<u>'''IMPORTANT NOTE:'''</u> The temporary password has to be changed within 7 days upon receipt.
:Ticking also the group box, the sends from other users of the same reports' group will be ignored.


:[[File:Alerte Notification.png |500 px]]


If you have further questions do not hesitate to contact our [[How to contact us|'''Client Support & Operations Desk''']].
:[[Category: FAQ e-file]]




 
</div></div>
 
 
= e-file password policy =
 
[[File:Password.png|300 px]]
 
(Figure 42)
 
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
 
 
<u> Please note that </u>:
 
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.
 
 
= Alert notifications =
 
Please be informed that you can receive alert notifications by email triggered by specific events.
 
 
<u>Example</u> : Court orders sent by the Luxembourgish judicial police [http://www.cssf.lu/fileadmin/files/Lois_reglements/Circulaires/Hors_blanchiment_terrorisme/cssf13_566eng.pdf (=> CSSF - Circular 13/566)]
 
If you want to be notified by email each time the Luxembourgish judicial police sends you court orders, you have to follow the  steps below.
 
 
<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''
 
 
 
 
 
<u>'''Step 2'''</u>  : Select Update my profile
 
[[File:Select Update my profile.png |200 px]]
 
 
 
 
 
<u>'''Step 3'''</u>  : Verify that your email address registered in your e-file account is valid.
 
[[File:Your e-file account is valid.png |400 px]]
 
<u>IMPORTANT :</u>  if your email address is not valid, please ask your [[Administration#e-file_administrator_functions_.28e-file_v1.29|'''e-file administrator''']] to replace it by a valid one.
 
 
 
 
 
<u>'''Step 4'''</u>  : Select Customize your notifications.
 
[[File:Customize your notifications.png |200 px]]
 
 
 
 
 
<u>'''Step 5'''</u>  : Select group.
 
[[File:Select group555.png |400 px]]
 
 
 
 
 
<u>'''Step 6'''</u>  : Select the Alert type.
 
[[File:Notification.png |500 px]]
 
<u>IMPORTANT :</u> 
 
A green window will pop-up stating that the update has been saved.
 
 
<u>'''Optional Step 7'''</u> : Receive only your alerts and not the group's ones.
 
Ticking also the group box, the sends from other users of the same reports group will be ignored.
 
[[File:Alerte Notification.png |500 px]]
 
[[Category: FAQ e-file]]

Latest revision as of 11:00, 20 September 2024

e-file FAQ - User profile's section

Page's last update : 20 Nov 2024


Initial Setup

How can I get credentials ?
1. Ask your local e-file administrator to create an account for you
2. As soon as it is done, you will receive an e-mail from infoechg@bourse.lu, click the link to create your password
Mail from infoechg@bourse.lu.png
Account recovery.PNG
I forget my password
Use the 'Forgotten password' button on the home page
My data is not up to date
Follow the Onboarding page

Submitting a report

I want to send a 'ready to send' report
You can send it through the Transmission module.
I want to create a report
Some reports can be filled and sent via an e-file form, see the Report Generation module.
I have lots of reports to send
We offer an automated solution called the Sending Service.
Talk to your local e-file administrator or IT team.

Being informed / Monitoring

I want to know my sends' status
The Transmission Monitoring module is designed for.

I want to receive notifications by e-mail
You can find a video tutorial here which summarise the below process


Step 1  : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/


Step 2  : Select Update my profile
Select Update my profile.png


Step 3  : Select Customize your notifications.
Customize your notifications.png


Step 4  : Select the relevant group.
Select group555.png


Step 5  : Select the Alert type.
Notification.png
The changes are automatically saved upon click. No further validation is required.


Optional Step 6  : Receive only your alerts and not the whole group's ones.
Ticking also the group box, the sends from other users of the same reports' group will be ignored.
Alerte Notification.png


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