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Operators

User Management

The "Users" tab in the cairo.BI system allows for full management of users with access to the system – from adding new accounts to assigning roles, access levels, and permissions. It serves as a central administrative hub, allowing you to control who can access specific reporting data and to what extent.

Users List

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The "User Management" view presents a list of system users along with their permissions and security status. The following information is provided for each user:

  • User – The name, surname, and email address assigned to the account.

  • Role – The level of permissions in the system (e.g., Superuser, User).

  • 2FA – The status of two-factor authentication (Active or Inactive).

  • Profit Preview – An indicator (checkmark) showing if the user is authorized to view margins and financial data.

  • Sources – The systems from which the data originates (e.g., ERP).

  • Created – The date the account was registered in the system.

  • Updated – The date of the last modification to the user's data.

  • Actions – A set of tools for managing a specific record: delete (trash icon), preview (eye icon), and edit.

User Card

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User Card (Details & Permissions)

The "User Card" is a detailed view that allows for full profile editing, account security management, and precise definition of data visibility. The card is divided into an information section and a permissions panel:

Profile Details

Located on the left side of the screen, this section displays basic user information:

  • Initials and Name – A graphical visualization along with the user's full name and assigned role.

  • Email – The address used for logging in and system communication.

  • Profit Preview – A toggle/indicator for margin visibility.

  • 2FA – Current two-factor authentication status.

  • Created / Updated – Registration and last activity dates.

Permission Management

The main table allows you to assign access to specific modules and warehouses:

  • Source – The data source system (e.g., ERP).

  • All Warehouses – A collective checkbox granting access to the entire warehouse structure.

  • Selected Warehouses – A function allowing for the selective choice of specific warehouses (e.g., 03, CE, 02) via a dropdown list.

  • Tab Access (Warehouse, Settlements, Sales, Purchases) – Specific checkboxes that determine if a user has access to the corresponding sections (tabs) in the main system menu.

  • Select All – A button to quickly select all available permissions for a given source.

Additional Actions Menu

Available under the "three dots" icon, these buttons allow for advanced account administration:

  • Reset Password – Forces the user to change their password.

  • Disable / Reset 2FA – Manages the additional layer of account security.

  • Logout from all devices / Forget 2FA – Immediately terminates all active sessions and trusted device settings for the user.

  • Delete – Completely removes the user card from the system.

Adding a new user

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The "Add New User" configuration window allows you to enter identification data and define the user's initial role and access levels. The following fields are completed in the form:

  • Surname and Name – Text fields for user identification.

  • Email – The address used as the login for the platform.

  • Role – A dropdown list to choose the access level: Superuser or User.

  • Password / Repeat Password – Fields to define the access key with an option to preview characters.

  • Profit Preview – A checkbox determining the right to view financial data.

  • Select Source – A dropdown list to indicate the data source system (e.g., ERP).

Data is confirmed with the "Save" button, or discarded using "Cancel".

Superuser

A user with Superuser permissions has full access to all data and system functions. This role can:

  • Add, delete, and edit users.

  • Assign roles, sources, and warehouses.

  • Grant or revoke permissions.

  • Manage system configuration.

Two-Factor Authentication (2FA)

Two-factor authentication (2FA) provides an extra layer of security, requiring not just a password but also a unique code generated in a mobile app during login.

1. Monitoring 2FA Status

Security status can be checked in two views:

  • User Table: The "2FA" column shows if the function is Active (white/gray) or Inactive (light gray).

  • User Card: The "Details" section (left panel) displays the current status (e.g., 2FA: Active).

2. Activation and Configuration

Activation is performed through the profile edit mode:

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  • The 2FA section is located in the "Edit User" window.

  • If the status is Inactive, click the "Show 2FA QR" button to display a code to be scanned in an authenticator app (e.g., Google Authenticator).

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