Difference between revisions of "E-file Administration"
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If you have further questions do not hesitate to contact us at: | If you have further questions do not hesitate to contact us at: | ||
'''<u>Helpdesk</u>''' | |||
Phone +352 28 370 '''211''' | |||
'''[mailto:helpdesk@fundsquare.net helpdesk@fundsquare.net]''' | |||
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Passwords are encrypted in our database and we do not keep them. You may re-use them. | Passwords are encrypted in our database and we do not keep them. You may re-use them. | ||
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* [https://www.e-file.lu/docs/EN/ManuUtil_EFile_GestionUtilisateurs_v1.0_EN.pdf User administration e-file v1] | * [https://www.e-file.lu/docs/EN/ManuUtil_EFile_GestionUtilisateurs_v1.0_EN.pdf User administration e-file v1] | ||
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=== [[File:video.png]] Adding a group to a user (e-file v1) === | === [[File:video.png]] Adding a group to a user (e-file v1) === | ||
[https://www.e-file.lu/videos/Admin_Ajout_Groupe_Utilisateur_EN.htm Watch the video] | [https://www.e-file.lu/videos/Admin_Ajout_Groupe_Utilisateur_EN.htm Watch the video] | ||
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[[File:PROFILES.JPG]] | [[File:PROFILES.JPG]] | ||
==Description of each profile== | ==Description of each profile== | ||
=== Administrator / Administrateur === | === Administrator / Administrateur === | ||
The Administrator profile allows the e-file administrator to order and activate LuxTrust certificate(s), manage user accounts, groups, user profiles, lock and un lock user account. | The Administrator profile allows the e-file administrator to order and activate LuxTrust certificate(s), manage user accounts, groups, user profiles, lock and un lock user account. | ||
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* The Guest cannot submit reports or documents via e-file. | * The Guest cannot submit reports or documents via e-file. | ||
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* The Manager can submit reports linked to his group(s) via e-file. | * The Manager can submit reports linked to his group(s) via e-file. | ||
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* The Operator submit reports linked to his group(s) to validation by a Validator. | * The Operator submit reports linked to his group(s) to validation by a Validator. | ||
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* He validates or rejects reports awaiting for validation linked to his group(s). | * He validates or rejects reports awaiting for validation linked to his group(s). | ||
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In order to preserve transmission functionnality, the profile of some users has been moved from Adminsitrator to Manager profile. | In order to preserve transmission functionnality, the profile of some users has been moved from Adminsitrator to Manager profile. | ||
[[Category: FAQ e-file]] | [[Category: FAQ e-file]] | ||
Revision as of 08:59, 2 April 2018
Forgot your e-file user password?
If you forgot your e-file user password, please contact the e-file administrator of your company who will reset your password.
Forgot your e-file administrator password?
For security reasons, we are not allowed to reset administrator passwords without following a specific procedure.
Your password reset request must be sent by email and paper mail. The latter can be replaced by a fax to speed up the process => Fax sending to 28 370 491
The request must be submitted on letterhead of your company with the following information
- administrator's login adminXXX
- Email address which is linked to the administrator
- A brief explanation of the reason why you need to change it
- Send your email to helpdesk@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.
IMPORTANT NOTE: The temporary password has to be changed within 7 days upon receipt.
If you have further questions do not hesitate to contact us at:
Helpdesk
Phone +352 28 370 211
e-file password policy
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: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
Please note that :
The validity of your password is not limited in time.
Our system blocks the user after 3 incorrect attempts and it is his e-file administrator who has to unblock his account.
Passwords are encrypted in our database and we do not keep them. You may re-use them.
e-file administrator functions (e-file v1)
The administrator has specific rights in e-file.lu:
- Password reset of user accounts
- Locking/ unlocking user accounts
- Creating new user accounts
- User profile management
- Management and renewal of the company's Luxtrust certificate
Videos for e-file administrators (e-file v1)
Creation of an e-file user (e-file v1)
Adding a group to a user (e-file v1)
New e-file user profiles (e-file v2)
NEW: In regards of the incoming e-file v1 migration to the e-file v2 in 2018 the profiles have already changed. Please find below the new profiles in comparison to the old ones.
Description of each profile
Administrator / Administrateur
The Administrator profile allows the e-file administrator to order and activate LuxTrust certificate(s), manage user accounts, groups, user profiles, lock and un lock user account.
Guest / Visitor
- The Guest can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- The Guest cannot submit reports or documents via e-file.
Manager / Responsable
- The Manager can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- The Manager can submit reports linked to his group(s) via e-file.
Operator / Opérateur
- The Operator can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- The Operator submit reports linked to his group(s) to validation by a Validator.
Validator / Valideur
- The Validator can consult the information or documents of his affected group(s).
- He can access the follow up tools and open the documents linked to the group(s).
- He validates or rejects reports awaiting for validation linked to his group(s).
Who has been impacted
- The existing users with an old profile have been automatically affected to the corresponding new profile, as per above table.
In order to preserve transmission functionnality, the profile of some users has been moved from Adminsitrator to Manager profile.