EBA欧洲银行-EBA_Extranet_Authorising_Officer_Manual_12页_1mb

EBA Extranet Authorising Members Manual Summary

Core Content

This document outlines the functionalities available to authorising members of the EBA (European Banking Authority) Extranet. It covers the login process, password recovery, membership approval/rejection, and access to EBA Groups, including meeting documents, document library, calendar, exchange forum, and voting tool.

Main Responsibilities of Authorising Members

• Approve or reject membership requests for EBA groups.
• Manage account details including personal information and alert subscriptions.
• Access EBA Groups and their associated resources, such as meeting documents, calendars, and forums.
• Participate in voting campaigns (only for "Management Board" or "Board of Supervisors" members).

Login Process

Initial Login

1. Login Page: Access the EBA website and click on the "Extranet" link in the header.
2. Login Credentials: Enter the email and password received via email.
3. Email Verification: Input the verification code from a separate email.
4. Password Change: Set a new password (must differ from the previous one) and select a reminder question.
5. Successful Login: Redirected to the extranet landing homepage.

Forgot Password

• Click on the "Forgot Password?" link.
• Enter email, captcha, and answer the reminder question.
• An email with a password reset link is sent.
• Follow the link to set a new password.

Membership Approval/Rejection

• Access: Click on the "Approve Membership" button in the left-hand menu after logging in.
• View Requests: Only see requests assigned to them.
• Approval Process:
  • Upon approval, an email is sent to the EBA coordinator for final authorisation.
  • If rejected, the user is notified.
  • All requests are removed from the list after processing.

My Account

• Access: Click on the "My Account" link in the header.
• Information Available:
  • Personal details (first name, last name, email, organisation, address, phone numbers).
  • Alert notifications.
• Update Options:
  • Users can update their details and save them.
  • Note: Email and organisation cannot be modified.
  • Users can manage alert subscriptions to customise email notifications.

Access to EBA Groups

• Access Path: Extranet → Governing Bodies & Working Groups.
• Group Hierarchy: Users can navigate through the group hierarchy to access specific groups.
• Prerequisite: Must be an approved member/helper in the group.

Meeting Documents

• Overview: Events are grouped by year, with a link to the event's document folder.
• Root Page: Displays events of the current year.
• Related Documents: Clicking on "Related documents" leads to the Document Library for that event.

Document Library

• Access: Available to all extranet users.
• Content: Contains all files and folders related to EBA Groups.
• Purpose: Centralised access to group-related documents.

Calendar

• Access: Available under "Practical Information" or from the EBA group workspace.
• View Options: Events can be browsed by day, week, month, or year.
• Filter by Group: Users can filter events by selecting a specific group.
• Subgroup Documents: Members of a group can view documents of its subgroups.

Exchange Forum for Competent Authorities

• Access: Available to users who are members of at least one EBA group.
• Functionality:
  • Users can submit questions.
  • Other users can reply.
  • Submitter is requested to provide a summary of answers 30 days later.
  • Reminders: Sent 30 and 70 days after question submission.
  • Discussion Continuation: Allowed even after the summary is provided.

Voting Tool

• Access: Only available to "Management Board" or "Board of Supervisors" members.
• Functionality:
  • Users can vote (Yes, No, Abstain) on ongoing or expired voting campaigns.
  • Each user can vote only once per campaign before the expiration date.
  • Comments can be added along with the vote.

Key Information

• Email Verification: Required during initial login.
• Password Requirements: Must differ from the last used password.
• Reminder Question: Used for password recovery.
• Membership Approval: Requires both authorising member and EBA coordinator approval.
• Alert Management: Users can customise their email notifications.
• Group Access: Depends on being an approved member/helper.
• Calendar and Documents: Group members can access subgroup-related documents and events.