ECHA Accounts Manual for Industry Users

Transcription

1 1 ECHA Accounts Manual ECHA Accounts Manual for Industry Users

2 2 ECHA Accounts Manual Changes to this document Version Changes Date 1.0 First release September Update December Update June Added ECHA Cloud services March 2018 Major editorial changes Screenshots updated 4.1 Minor editorial changes July 2018 Some screenshots updated

3 3 ECHA Accounts Manual Title: ECHA Accounts Manual for Industry Users Reference: ECHA-14-B-18-EN Issue date: September 2014 Language: en European Chemicals Agency, 2014 Cover page European Chemicals Agency Reproduction is authorised provided the source is fully acknowledged in the form Source: European Chemicals Agency, and provided written notification is given to the ECHA Communication Unit If you have questions or comments in relation to this document, please send them to ECHA via the information request form at the address below, quoting the reference and issue date given above: European Chemicals Agency Mailing address: P.O. Box 400, FI Helsinki, Finland Visiting address: Annankatu 18, Helsinki, Finland

4 4 ECHA Accounts Manual Table of Contents 1. Introduction Objective Icons, abbreviations and terminology Definitions and concepts Legal Entity Users in ECHA Accounts User roles Contacts Password management policy How to sign-up for the first-time User details verification How to encode a Legal Entity How to log in How to log in using ECHA Accounts How to log in to an ECHA application REACH-IT R4BP ECHA Cloud services epic Logging out How to manage the Legal Entity How to update Legal Entity details How to add a new contact How to modify an existing contact How to delete an existing contact How to create a new user First time login steps for the new user How to update user details How to delete a user How to export user information How to reset a user password How to unlock a user account How to remove a user role What is a foreign user? How to add a foreign user How to remove a foreign user How to work as a foreign user in ECHA applications Account recovery... 46

5 5 ECHA Accounts Manual 6.1. How to recover a password How to recover a username How to change a password... 50

6 6 ECHA Accounts Manual Table of Figures: Figure 1: Roles in ECHA Accounts Figure 2: ECHA Account sign-up Figure 3: Create an account Figure 4: Security question Figure 5: address verification Figure 6: Resend verification Figure 7: verification link Figure 8: verified confirmation Figure 9: Login page Figure 10: ECHA Accounts portal Figure 11: Create Legal Entity Figure 12: Add Legal Entity identification Figure 13: Legal Entity details Figure 14: Legal Entity UUID Figure 15: epic/r4bp/reach-it/echa Cloud Services link Figure 16: ECHA Accounts portal Figure 17: Login to REACH-IT Figure 18: Login to R4BP Figure 19: Login to ECHA Cloud Services Figure 20: Edit LE details Figure 21: Edit identification Figure 22: Billing address Figure 23: Company name change Figure 24: Add contact Figure 25: Add contact details Figure 26: List of contacts Figure 27: Edit contacts Figure 28: Edit contact details Figure 29: List of contacts Figure 30: How to delete contacts Figure 31: Delete contacts confirmation Figure 32: Existing users Figure 33: Create a new user Figure 34: Successful user registration Figure 35: verified Figure 36: Password reset Figure 37: Change password and security question Figure 38: Password has been changed Figure 39: List of users Figure 40: List of users - update Figure 41: View account details Figure 42: Edit user details Figure 43: updated Figure 44: not verified Figure 45: address update Figure 46: address not verified Figure 47: Non-unique address Figure 48: updated Figure 49: verified Figure 50: User details Figure 51: Delete user Figure 52: Confirm delete user Figure 53: Successfully deleted user Figure 54: Export user information Figure 55: List of users password reset... 38

7 7 ECHA Accounts Manual Figure 56: Reset user password confirmation Figure 57: Password reset confirmation Figure 58: List of users Unlock Figure 59: List of users no records Figure 60: List of users foreign user Figure 61: Add a foreign user Figure 62: Add a role to a foreign user Figure 63: Confirm registration Figure 64: Successful user registration Figure 65: My Legal Entities Figure 66: List of users with foreign user Figure 67: Remove foreign user Figure 68: Account selection in epic Figure 69: Account selection in R4BP Figure 70: Account selection in REACH-IT Figure 71: Account selection in ECHA Cloud services Figure 72: ECHA Accounts main page Figure 73: Recover password Figure 74: Lost password request confirmation Figure 75: Link to security question Figure 76: Answer security question Figure 77: Change password Figure 78: Forgot your username Figure 79: Recover username Figure 80: Recover username confirmation Figure 81: ECHA Accounts - change password Figure 82: Password reset Figure 83: Change password Figure 84: Change password confirmation... 52

8 8 ECHA Accounts Manual 1. Introduction 1.1. Objective This manual explains the required steps for an industry user to access ECHA s IT tools (REACH- IT, epic, R4BP 3 and ECHA Cloud Services). The document details how to sign up to ECHA Accounts, how to administer accounts and how to make use of the support functionalities Icons, abbreviations and terminology This manual uses various icons and specific abbreviations throughout. The icons are displayed to highlight useful information. The following icons are used: Useful information, guidance, assistance Very important note The following abbreviations and icons are used throughout this manual: DUNS ECHA applications epic R4BP 3 REACH-IT LE LE UUID LEOX PIC UUID VAT number Data Universal Numbering System for identification of a Legal Entity REACH-IT, epic, R4BP 3 and ECHA Cloud services Prior Informed Consent IT tool Register for Biocidal Products IT tool Registration, Evaluation, Authorisation and Restriction of Chemicals IT tool Legal Entity Legal Entity universally unique identifier Legal Entity object Prior Informed Consent Universally unique identifier Value-added tax number associated with the Legal Entity * The fields marked with asterisk are mandatory Displays additional information

9 9 ECHA Accounts Manual 2. Definitions and concepts 2.1. Legal Entity A Legal Entity (LE) may represent anything between a complex business structure and a simple organised business, for example a corporation, company, or a single person. LEs are identified by their name, universally unique identifier (UUID), address, country, and general contact information. The LE account creation needs to be done with the sign-up process in ECHA Accounts. More information is available in Chapter 3. How to sign-up for the first time. A LE UUID is a key information to identify unambiguously the LE as unique during the submission of a notification, application or registration to ECHA. Please note: Once a LE has been created, the LE UUID and country cannot be changed. Other information of the LE can be modified at a later stage. Changing the LE name and other identifiers does not affect the legal status on the ownership of the assets, notifications, and registrations Users in ECHA Accounts Users are identified by their usernames. Once created, a username cannot be modified or duplicated; usernames are used to control access and trace the actions of users. Every user account needs a valid address for account and password recovery. Permissions and access to the data are managed through roles assigned to users. Only users with a LE manager role can create other users for the same LE account. The following user types exist: Legal entity (LE) manager is the first user in the LE. LE managers are responsible for managing the users within the same LE account. A LE manager can see and administer everything related to the users of the LE, including passwords. Users have access to an ECHA application based on the role assigned to them by the LE manager. To ease the user administration, the ECHA Accounts portal provides links to self-service tools for users to change and recover their lost passwords and usernames. More information is available in Chapter 6 Account recovery functionalities. A foreign user is an external user from company B who has been appointed by the LE manager from company A to work for company A. More information is available in Chapter 5.12 Foreign user. It is advisable to have at least 2 users with the LE manager role per LE. This will ensure that in case of personnel or organisational changes, there is more than one user who can create or modify the accounts in the LE. In case of outsourcing user account management, it is advisable for any company to have at least one user with LE manager role.

10 10 ECHA Accounts Manual 2.3. User roles Users with a LE manager role will be responsible for adding new users to the same LE. When creating a new user account, specific roles need to be assigned to the user account to allow access to REACH-IT, epic, R4BP 3 or ECHA Cloud Services. Once the first user of a LE signs in, the user roles LE manager, REACH manager, BPR manager, and a PIC manager are automatically assigned. Users need to have at least one role, i.e. manager or reader, to access ECHA applications. The roles assigned determine the level of access to ECHA Accounts (Figure 1: Roles in ECHA Accounts). Figure 1: Roles in ECHA Accounts Role ACCESS LEVEL IN ECHA ACCOUNTS Edit Add/ account remove/ details modify user s data Add/ remove/ modify contacts View account details Legal Entity Manager X X X X Manager (REACH, PIC, BPR) X X Reader (REACH, PIC, BPR) X Full Access (IUCLID Trial, IUCLID SME) X Read Only (IUCLID Trial, IUCLID SME) X Based on the roles selected, each specific user has a different access level within the ECHA Accounts portal: The LE manager can view and edit LE account details including the LE name. In addition, the LE manager can add, remove or modify users data from ECHA Accounts as well as add contacts to a LE. The manager can add or modify contacts to the LE and view LE and users details. The reader has read access to the LE details in ECHA Accounts. Based on these roles, the user has a different access level within ECHA applications: Reader: the roles REACH Reader, BPR Reader and PIC Reader have read-only access. Manager: the roles REACH Manager, PIC Manager and BPR Manager can submit, edit, delete or create data in REACH-IT, epic and R4BP 3. Read Only: IUCLID SME Read Only and IUCLID Trial Read Only have read-only access. Full Access: the roles IUCLID SME Full Access and IUCLID Trial Full Access IUCLID SME Full Access and IUCLID Trial Full Access can submit, edit, delete or create data in ECHA Cloud Services.

11 11 ECHA Accounts Manual 2.4. Contacts The contacts can be used by ECHA and the national authorities to contact the LE. The contacts are created in ECHA Accounts. The contacts do not have access to ECHA applications. In the case of REACH-IT, the contacts are managed in REACH-IT Password management policy Passwords are used to protect user identity and confidentiality of the data related to the LE. The password must have at least 8 characters and contain three of the following character types: uppercase letter [A to Z], lowercase letter [a to z]. number [0-9] and non-alphabetical. must not contain username, first name or last name. cannot be the same as a previously used password. cannot be changed more than once a day. The maximum number of unsuccessful login attempts is 10. Once the number of maximum attempts is reached, the user account is locked for 2 hours. After that, the account is released, and a user will be able to log in. If a password is forgotten, a recovery link is available in the login page. If a user knows the answer to the security question, the Forgot password functionality can be used to receive a reset password link in their address. If a user does not remember the security answer, or the address linked to that username is incorrect, the LE manager can provide a new password. For more information refer to Chapter 6 Account recovery functionalities. A LE manager can reset the password of the users under the same LE. A new password needs to be sent to the users by . In case the LE managers are unable to reset their password, they can contact ECHA:

12 12 ECHA Accounts Manual 3. How to sign-up for the first-time To use an ECHA application users need to have a valid ECHA account. To create a new account, open ECHA Accounts portal and click Sign-up (Figure 2: ECHA Account sign-up). Figure 2: ECHA Account sign-up Users have alternative ways to create a new account: by accessing directly REACH-IT, R4BP 3, epic or ECHA Cloud Services portal and select: Register a company (if accessing through REACH-IT and R4BP 3); Sign-up (if accessing through epic); Register (if accessing through ECHA Cloud Services) User details To create an account ( Create account page ) users need to complete the following steps: Enter user details (Figure 3: Create account). Verify address (Figure 5: address verification). Enter LE details (Figure 12: Add Legal Entity identification). Confirm or modify the contact details. Only users with a LE manager role can create other users for the same LE account.

13 13 ECHA Accounts Manual Figure 3: Create an account When indicating the address, users need to keep in mind that this address will be used for important notifications regarding their ECHA account e.g. password reset. The username, which is unique across the system and cannot be changed, must be composed of at least four characters. For more information refer to Chapter 2.5 Password management policy for password requirements. To complete the creation of an account, users need to select one of the security questions and specify an answer in the field Security Answer.

14 14 ECHA Accounts Manual Figure 4: Security question Under section Security, it is mandatory to provide a security question and an answer (Figure 4: Security question). Remembering the answer to a security question is as important as remembering the password since the answer to the security question allows to reset the password in the future. The security answer is case sensitive verification Once users have completed the Create Account page, a pop-up message will prompt them to verify their address (Figure 5: address verification). Figure 5: address verification Users need to verify their to make sure that they have access to that address. In case a verification is not received, users need to follow the instruction displayed in the warning message (Figure 6: Resend verification). Figure 6: Resend verification Users need to verify that they have received an ECHA with the subject Your account has been created (Figure 7: verification link).

15 15 ECHA Accounts Manual Figure 7: verification link Clicking on the link will open a new browser window. The window will display an acknowledgement showing that the users has been verified. It will also ask the user to log in to their ECHA account to continue the process (Figure 8: verified confirmation). Figure 8: verified confirmation Follow the steps in (Figure 9: Login page). Figure 9: Login page Once the users click on login, they will be directed to the ECHA Accounts portal (Figure 10: ECHA Accounts portal).

16 16 ECHA Accounts Manual Figure 10: ECHA Accounts portal To continue with the sign-up process, users need to click on Account, Users & Parties management How to encode a Legal Entity If a user has a LE definition file in LEOX file format they click on Import IUCLID format file and select the LEOX file they wish to import (Figure 11: Create Legal Entity). If the LE already exists, an error message will be shown. Figure 11: Create Legal Entity If users do not have the LE definition file in LEOX file format they will need to click on Encode Legal Entity (Figure 12: Add Legal Entity identification). The LE information should correspond to the company information.

17 17 ECHA Accounts Manual Figure 12: Add Legal Entity identification Please note: The selected country cannot be modified once the information is saved. Billing address information is not needed for users of the epic application. epic users can leave the selected option by default. Click Save. Users have now access to their account (Figure 13: Legal Entity details).

18 18 ECHA Accounts Manual Figure 13: Legal Entity details Once the LE account is saved and created, a UUID number is assigned to the LE (Figure 14: Legal Entity UUID). Figure 14: Legal Entity UUID The LE details are now associated to a LE UUID. The LE UUID is used to unambiguously identify the LE. The UUID number is unique and cannot be modified. It is also recommended that users keep a copy of the UUID. This is useful in any future communication with ECHA on access issues.

19 19 ECHA Accounts Manual To access an ECHA application, users can select the epic/r4bp/reach-it/echa Cloud link under the ECHA banner (Figure 15: epic/r4bp/reach-it/eca Cloud Services link). Figure 15: epic/r4bp/reach-it/echa Cloud Services link 4. How to log in ECHA Accounts is the central place where registered LE managers can administer the contact details and accounts of their users. ECHA Accounts also allows a user to log into an ECHA application once a relevant role or roles are granted in the user details section. There are two ways to access ECHA applications: 1. Log in through ECHA Accounts first, then select the appropriate ECHA application. 2. Log in directly into the ECHA application using the appropriate link How to log in using ECHA Accounts Once users log into ECHA Accounts, they will be redirected to the ECHA Accounts portal (Figure 16: ECHA Accounts portal). The ECHA Accounts portal will allow users to select: ECHA Accounts (Account, Users & Parties management) REACH-IT submission tool R4BP 3 PIC submission tool ECHA Cloud Services

20 20 ECHA Accounts Manual Figure 16: ECHA Accounts portal 4.2. How to log in to an ECHA application REACH-IT Users need to go to REACH-IT and click Login (Figure 17: Login to REACH-IT). Figure 17: Login to REACH-IT

21 21 ECHA Accounts Manual R4BP 3 Users need to go to R4BP 3 and click Login (Figure 18: Login to R4BP 3). Figure 18: Login to R4BP ECHA Cloud services Users need to go to ECHA Cloud services and click Login (Figure 19: Login to ECHA Cloud Services). Figure 19: Login to ECHA Cloud Services epic Users need to click on epic. Users who sign-up to ECHA Accounts and access an ECHA application will need to accept the terms and conditions before gaining access to that application.

22 22 ECHA Accounts Manual 4.3. Logging out It is advisable to close the browser after logging out of the ECHA application. This ensures that no one else can log into the account. This is important also when using multiple accounts from the same computer. 5. How to manage the Legal Entity The LE details contain relevant information of the company: General details General contact information Address information Billing address A user with the manager role can also edit the contact details of a user, remove or add a contact How to update Legal Entity details Only a user with the LE manager role can edit the LE details. The LE details are available in the Legal Entity tab. To modify these details, users need to click Edit (Figure 20: Edit LE details). Figure 20: Edit LE details All the information except for the LE UUID and the country can be modified (Figure 21: Edit identification). The question marks next to some fields will help to know more about what type of information a specific field needs to contain.

23 23 ECHA Accounts Manual Figure 21: Edit identification Billing address information is not needed for users of the epic application. epic users can leave the selected option by default (Figure 22: Billing address). Figure 22: Billing address The LE name of an ECHA Account can also be changed for administrative purposes (Figure 23: Company name change). Please note that a company name change needs to be distinguished from a LE change, i.e. a change of legal personality (because of a merger, company split, change of only representative or an assets sale).

24 24 ECHA Accounts Manual In R4BP 3, an administrative change on request needs to be sent to the national authorities before a change of company name is legally valid. Users need to click Save at the end of the page to record their change. Figure 23: Company name change 5.2. How to add a new contact To add a new contact, users need to take following steps: Step 1. Click on Add contact in the Contacts (Figure 24: Add contact). Figure 24: Add contact Please note: Contacts for REACH-IT can be added and modified only in the REACH-IT application. For epic and R4BP users, the section Contact Points is pre-selected. By clicking on, users will be able to make the right selection. A user with the epic or R4BP manager role can change the contact details of a user, remove or add a contact.

25 25 ECHA Accounts Manual Step 2. Fill in the information and click Save (Figure 25: Add contact details). Figure 25: Add contact details 5.3. How to modify an existing contact To modify the contact details, users need to take the following steps: Step 1. Click on contact (Figure 26: List of contacts).

26 26 ECHA Accounts Manual Figure 26: List of contacts Step 2. Click on Edit in the View contact details page (Figure 27: Edit contacts). Figure 27: Edit contacts Step 3. Modify the relevant information and click on Save (Figure 28: Edit contact details).

27 27 ECHA Accounts Manual Figure 28: Edit contact details 5.4. How to delete an existing contact To delete a contact, users need to take the following steps: Step 1. Click on contact (Figure 29: List of contacts). Figure 29: List of contacts

28 28 ECHA Accounts Manual Step 2. Click on Delete (Figure 30: How to delete contacts). Figure 30: How to delete contacts Step 3. Click on Yes and contact is removed (Figure 31: Delete contacts confirmation). Figure 31: Delete contacts confirmation 5.5. How to create a new user The details of existing users appear when the Users is clicked (Figure 32: Existing users). To create a new user, the LE manager needs to take the following steps: Step 1. Click on Add new user (Figure 32: Existing users). Figure 32: Existing users Step 2. Fill in the information and grant required roles for the new user (Figure 33: Create a new user).

29 29 ECHA Accounts Manual Figure 33: Create a new user The address entered in the Add new user page will be used to communicate the username and password to the user. Therefore, a valid address must be provided, and the username must be unique. The system checks whether a username is already used. Under section User profile, LE managers can add roles to users by selecting one available role and clicking on the forward arrow. More than one role can be selected for a user. Step 3. Click on Save to confirm the entries. Step 4. A screen indicating the successful user registration will appear (Figure 34: Successful user registration). Figure 34: Successful user registration A verification with the username is automatically sent to the address included once the user is created. Step 5. Click on link next to Mail to: and a new is generated. Step 6. Send this with the one-time password to the user.

30 30 ECHA Accounts Manual First time login steps for the new user The new user needs to take the following steps in first time login: 1. Receive an from with a subject An account has been created for you 2. Verify the address by clicking on the link in the . The user will be notified that the has been verified (Figure 35: verified). Figure 35: verified 3. Receive an from the LE manager with username and one-time password. The user needs to click here (Figure 35: verified) to enter the username and the one-time password (Figure 36: Password reset). Figure 36: Password reset 4. Complete the information as shown in the Figure 37: Change password and security question.

31 31 ECHA Accounts Manual Figure 37: Change password and security question 5. Receive a notification that Your password has been changed and needs to click on log in to access ECHA applications (Figure 38: Password has been changed). Figure 38: Password has been changed A new user will be included in the List of users (Figure 39: List of users)

32 32 ECHA Accounts Manual Figure 39: List of users 5.6. How to update user details The LE manager needs to take the following steps to update user details: Step 1. Click on username (Figure 40: List of users - update). Figure 40: List of users - update Step 2. Click on Edit (Figure 41: View account details).

33 33 ECHA Accounts Manual Figure 41: View account details Step 3. Modify required account details including First Name, Last Name and (Figure 42: Edit user details). Figure 42: Edit user details

34 34 ECHA Accounts Manual Step 4. Choose available role and click on to select the role. A user can have more than one role. If a role needs to be removed, the user clicks on the role under the Selected roles and clicks on. Assigning all the roles and removing them can be done with a single click on and. Step 5. Click on Save to complete the changes. If the LE manager or user wishes to modify the (Figure 42: Edit user details), they need to take the following steps: Step 1. Modify the address of a user and click on Save Step 2. A notification appears (Figure 43: updated) Figure 43: updated Step 3. When the address is modified, the user needs to verify the address. On the next login to ECHA applications, they will receive a warning message (Figure 44: not verified). Figure 44: not verified Step 4. Enter the username and password for address update, click Submit (Figure 45: address update).

35 35 ECHA Accounts Manual Figure 45: address update Step 5. Enter the address and click on Send Verification (Figure 46: address not verified). Figure 46: address not verified Step 6. Click Yes. (Figure 47: Non-unique address). This notification appears, if users have more than one account linked to same address. Figure 47: Non-unique address

36 36 ECHA Accounts Manual Step 7. Close the updated notification by clicking on (Figure 48: updated). Figure 48: updated Step 8. Check the inbox for a noreply with the subject Verify your address. Step 9. Click on link in the . Step 10. Click on login (Figure 49: verified). Figure 49: verified Users can modify their own user details by clicking on My account (Figure 50: User details). Figure 50: User details 5.7. How to delete a user A user with a LE manager role can remove users from ECHA account. To delete a user, a LE manager needs to take the following steps: Step 1. Click on (Figure 51: Delete user).

37 37 ECHA Accounts Manual Figure 51: Delete user Step 2. Click Yes to confirm the deletion of the user (Figure 52: Confirm delete user). Figure 52: Confirm delete user The LE manager will get the following message: Successfully deleted user username (Figure 53: Successfully deleted user). Figure 53: Successfully deleted user A deleted username(s) cannot be used again How to export user information A LE Manager can export the users by clicking Export (.csv). The file contains useful information i.e. foreign user s status, creation date, last login, password last changed (Figure 54: Export user information).

38 38 ECHA Accounts Manual Figure 54: Export user information 5.9. How to reset a user password A LE manager can reset a password on behalf of another user. The LE manager needs to take the following steps to reset a password: Step 1. Click on (Figure 55: List of users password reset). Figure 55: List of users password reset Step 2. Receive a message asking for password reset confirmation (Figure 56: Reset user password confirmation).

39 39 ECHA Accounts Manual Figure 56: Reset user password confirmation Step 3. Click on Yes. Step 4. Click on address link and send the to the user (Figure 57: Password reset confirmation). Figure 57: Password reset confirmation How to unlock a user account A user is locked after 10 unsuccessful login attempts. Due to security reasons, an account is locked for 2 hours. During this time, the help functionality cannot be used to recover a password. If the user needs immediate access to ECHA Accounts, they need to contact the LE manager. The LE manager needs to click on (Figure 58: List of users - Unlock).

40 40 ECHA Accounts Manual Figure 58: List of users Unlock If a LE manager is locked and has no other LE manager for the same account, they will need to contact the ECHA Helpdesk to request the unlocking of the account How to remove a user role If the LE manager removes all user roles, users will remain visible. However, when the roles for the user have been removed, they will have no access to an ECHA application. To remove a role, the LE manager needs to take the following steps: Step 1. Click on the users(s) below Username. Step 2. Click on Edit. Step 3. Select the role(s) available under the selected roles column. Step 4. Click on and click on Save. As a result, No records found. is displayed under User roles (Figure 59: List of users no records).

41 41 ECHA Accounts Manual Figure 59: List of users no records What is a foreign user? A user with the LE manager role in company A, can allow a user, linked to company B, to have access to company A to work on its behalf. A foreign user can perform actions on behalf of the company that grants them permission to use an account from their own ECHA account. Granting access to third party (foreign user) users may expose confidential data. It is important that companies agree on the scope of access and how the confidential information is handled. When roles (Figure 1: Roles in ECHA Accounts) are granted to foreign users, they can do the following: In ECHA Accounts: view LE and user details in read-only view In ECHA Accounts: modify or add new contacts to the LE (only if they have any manager roles). In ECHA applications: perform actions based on the level of access (manager or reader roles) assigned to them. The company who grants access to the foreign user has access to submit applications, receive messages in ECHA applications or receive and complete tasks items in case the foreign user is not able to perform actions on their behalf. A foreign user (from company B) working for company A, can modify the contact details but cannot modify the LE or the user details of a company A. For R4BP 3 a foreign user does not replace a case owner who submits an application/notification on behalf of an authorization holder (case owner different from the asset owner). When a case owner submits on behalf of the asset owner both entities have different accounts, and the case owner is responsible to follow-up the status of any communications submitted by authorities.

42 42 ECHA Accounts Manual How to add a foreign user To add a foreign user, the user of company B needs to sign-up in ECHA Accounts as described in chapter 3. How to sign-up for the first-time of this manual. The LE manager of company A will need to log into their ECHA account and click on Add foreign user (Figure 60: List of users foreign user). Figure 60: List of users foreign user The LE manager will need to indicate the Username and Primary Legal Entity UUID (information related to the foreign user and their company) (Figure 61: Add a foreign user). Figure 61: Add a foreign user To add a foreign user, the LE manager assigns the required roles (Figure 62: Add a role to a foreign user). For further details, please see chapter 5.6 How to update user details. A foreign user must always have a role assigned, otherwise they cannot be added.

43 43 ECHA Accounts Manual Figure 62: Add a role to a foreign user The LE manager needs to take the following steps: Step 1. Click on Save. Step 2. Click on Yes (Figure 63: Confirm registration). Figure 63: Confirm registration The LE manager will receive a Successful user registration message (Figure 64: Successful user registration).

44 44 ECHA Accounts Manual Figure 64: Successful user registration Once the foreign user accesses their account, the LE details can be found in the LE tab (Figure 65: My Legal Entities). Figure 65: My Legal Entities How to remove a foreign user To remove a foreign user, the LE manager needs to take the following steps: Step 1. Click on (Figure 66: List of users with foreign user). Figure 66: List of users with foreign user

45 45 ECHA Accounts Manual Step 2. Click on Yes (Figure 67: Remove foreign user). Figure 67: Remove foreign user How to work as a foreign user in ECHA applications A foreign user (company B) can use their personal username to access ECHA applications and work on behalf of a different LE than their own. When the foreign user logs in to an ECHA application, they need to select the company that they wish to work for (Figure 68: Account selection in epic, Figure 69: Account selection in R4BP 3, Figure 70: Account selection in REACH-IT and Figure 71: Account selection in ECHA Cloud services) The foreign user needs to select the correct LE. Figure 68: Account selection in epic Figure 69: Account selection in R4BP 3 Figure 70: Account selection in REACH-IT

46 46 ECHA Accounts Manual Figure 71: Account selection in ECHA Cloud services Even if a foreign user is working on behalf of a company, notifications will still be sent only to the contacts that have been specified. 6. Account recovery Users can administer an ECHA account by themselves; they can: Recover a password. Recover a username. Change password. Users should remember their username and the answer to the security question to be able to recover their password. If a user cannot use the help functionalities, the LE manager for the same LE can help users to gain access to the account How to recover a password Users need to go to the Help section in the ECHA Accounts to recover their password (Figure 72: ECHA Accounts main page).

47 47 ECHA Accounts Manual Figure 72: ECHA Accounts main page To continue the password recovery process, users need to take the following steps: Step 1: Click on Forgot your password (Figure 72: ECHA Accounts main page). The Forgot your password? functionality sends a link to the address related to a username that allows to gain access to an ECHA Account, when a user has forgotten the password. Step 2: Enter the username and address (Figure 73: Recover password). Figure 73: Recover password Step 3. Click on Ok (Figure 74: Lost password request confirmation). Figure 74: Lost password request confirmation

48 48 ECHA Accounts Manual Step 4. Check the inbox for a noreply with the subject Request to recover password (Figure 75: Link to security question). Figure 75: Link to security question Step 5. Click on here (Figure 75: Link to security question). Step 6. Answer the security question and click Submit (Figure 76: Answer security question). Figure 76: Answer security question The answer to the security question is always user-specific. The user account details, including the answer to the security question, are available in My account. If users do not remember the answer to their security question, they need to contact their LE manager. Step 7. Provide a new password (Figure 77: Change password).

49 49 ECHA Accounts Manual Figure 77: Change password Step 8. Users need to click on Finish. Users have to log in to the ECHA Account to confirm the new password How to recover a username To recover a username, users need to take the following steps: Step 1. Click on Forgot your username? (Figure 78: Forgot your username). Figure 78: Forgot your username

50 50 ECHA Accounts Manual Step 2: Enter the address (Figure 79: Recover username). Figure 79: Recover username Step 3: Click on Ok (Figure 80: Recover username confirmation). Figure 80: Recover username confirmation Step 4: Check the inbox for a noreply with the subject Request to recover username with the username(s) linked to the address How to change a password Users need to go to ECHA Accounts to change their password. To change a password, users need to take the following steps: Step 1: Click on Change password (Figure 81: ECHA Accounts - change password).

51 51 ECHA Accounts Manual Figure 81: ECHA Accounts - change password Step 2: Enter the username and current password (Figure 82: Password reset). Figure 82: Password reset Step 3. Click on Submit Step 4: Enter new password and re-type it (Figure 83: Change password).

52 52 ECHA Accounts Manual Figure 83: Change password Step 5. Click on Finish and a message Your password has been changed. appears. An is automatically sent to user s mailbox with subject Password updated (Figure 84: Change password confirmation). Figure 84: Change password confirmation Since ECHA Account passwords expire every three months, it is recommended to renew them on time. If users can not log in to their ECHA account (e.g. Your account has been migrated from the REACH-IT system ), they should contact ECHA:

53 53 ECHA Accounts Manual EUROPEAN CHEMICALS AGENCY ANNANKATU 18, P.O. BOX 400, FI HELSINKI, FINLAND ECHA.EUROPA.EU