EBA欧洲银行-EBA_Extranet_User_Manual_20页_2mb

EBA Extranet User Manual Summary

Core Content

This document provides a comprehensive guide on how to use the EBA Extranet, including the login process, account management, access to EBA groups, and the registration process for new users. It outlines the steps necessary for both initial access and password recovery, as well as the functionalities available to registered users such as managing alerts, accessing meeting documents, and using the voting tool.

Main Views

Login Process

• Access Point: Users can access the EBA Extranet by clicking the "Extranet" link on the EBA website homepage (www.eba.europa.eu).
• Initial Login: The first login requires the user to enter the password and email verification code received via email.
• Verification Code: If the login is successful, the user is prompted to enter the verification code.
• Password Change: If the password is incorrect, the user must change it, entering it twice and selecting a reminder question.
• Password Reset: In case of forgotten passwords, users can click on the "Forgot Password?" link, enter their email and answer the reminder question, and then follow a link in the confirmation email to reset their password.

My Account

• Access: Users can access their account details via the "My Account" link in the header.
• Account Details: Includes personal information such as name, email, organisation, address, and phone numbers.
• Alerts Management: Users can manage their email notification preferences under "Manage my alerts subscriptions".
• Account Updates: Users can update their information, but cannot change their email or organisation.

EBA Groups Access

• Access Path: Users can access EBA groups via the "Governing Bodies & Working Groups" section.
• Membership Request: Users can request membership in EBA groups through the "Request Membership" tab in the "My Account" section.
• Roles: Most groups allow "Full member" and "Helper" roles. The "Board of Supervisors" and "Management Board" also offer "Alternate", "Non-Voting Member", and "Observer" roles.
• Access Rights: Members and Helpers in most groups have the same access rights. However, only "Full Members" and "Alternates" on the Board of Supervisors and Management Board can access the voting tool.

Meeting Documents and Document Library

• Meeting Documents: Displays all group events grouped by year. Users can access event documents via the "Related documents" link.
• Document Library: Contains all files and folders related to EBA groups, allowing users to browse and access event-related documents.

Calendar

• Access: Available under "Practical Information" and from the EBA group workspace.
• Event Viewing: Users can browse events by day, week, month, or year.
• Filtering: Events can be filtered by group, and users can view documents of subgroups if they are members of the parent group.

Exchange Forum for Competent Authorities

• Access: Available to users who are members of at least one EBA group.
• Functionality: Users can submit questions and receive replies from other users.
• Summary Requirement: The submitter must provide a summary of answers 30 days after the question is posted, with reminders sent at 30 and 70 days.

Voting Tool

• Access: Only available to "Management Board" and "Board of Supervisors" members.
• Functionality: Users can vote (Yes, No, Abstain) and add comments on ongoing or expired voting campaigns.
• Voting Rules: Each user can vote only once per campaign before its expiration date.

Key Information

• Registration: Users from EEA competent authorities or Observer organisations can register via the "Register as extranet user" button.
• Registration Steps:
  • Fill in mandatory fields (marked with *).
  • Confirm agreement with the EBA Privacy Policy and Terms of Use.
  • Complete a text verification (CAPTCHA).
• Email Verification: After registration, users receive two emails: one with the password and one with the verification code.
• Email Verification URL: Contains the verification code and a link to activate the account.
• Membership Request:
  • Can be submitted through the "Request Membership" tab.
  • Users can view pending and current memberships.
  • Approval or rejection notifications are sent via email.
• Subgroup Membership: Once approved for a group, users automatically become members of its subgroups, though they may need to request a specific role in a subgroup.

Functionalities

• Login and Verification: Flexibility in login order (password first or verification first).
• Password Reset: Email-based process with a unique link for setting a new password.
• Alerts Management: Users can choose from five types of alert subscriptions (News and press, Consultations, Careers, Procurement, Latest news).
• User Roles: Different roles are available for different EBA groups, with varying access rights.
• Document Access: Users can access all documents related to their group and its subgroups.
• Calendar Access: Events from all EBA groups are displayed in a shared calendar, which can be filtered by group.

Registration Process

• Registration Page: Users are redirected to the login page to start registration.
• Email Matching: The "Confirm Email Address" field does not support copy-paste functions to ensure accuracy.
• Account Activation: After registration, users must verify their email to activate their account.
• Mandatory Fields: Include first name, last name, email, organisation, country, and phone number.
• Alert Subscription: Users can opt-in to receive daily updates on various EBA activities.

Conclusion

The EBA Extranet is a comprehensive platform for users from EEA competent authorities and Observer organisations. It offers functionalities for login, account management, group membership, document access, calendar viewing, and participation in forums and voting. Users must ensure they follow the correct procedures for registration, verification, and membership requests to fully utilize the platform.