# 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 [![image.png](https://help.cairo.pl/uploads/images/gallery/2026-03/scaled-1680-/wWdG5XZELjC1725C-image.png)](https://help.cairo.pl/uploads/images/gallery/2026-03/wWdG5XZELjC1725C-image.png) 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 [![image.png](https://help.cairo.pl/uploads/images/gallery/2026-03/scaled-1680-/1kSmtxFSdzjXtBg1-image.png)](https://help.cairo.pl/uploads/images/gallery/2026-03/1kSmtxFSdzjXtBg1-image.png) ### 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 [![image.png](https://help.cairo.pl/uploads/images/gallery/2026-03/scaled-1680-/a2O9F5RckdRcMUVD-image.png)](https://help.cairo.pl/uploads/images/gallery/2026-03/a2O9F5RckdRcMUVD-image.png) 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. It is recommended to grant **Superuser** status only to trusted system administrators. --- ### 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: [![image.png](https://help.cairo.pl/uploads/images/gallery/2026-03/scaled-1680-/GoGHYfPTmit7Nn0D-image.png)](https://help.cairo.pl/uploads/images/gallery/2026-03/GoGHYfPTmit7Nn0D-image.png) - 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). [![image.png](https://help.cairo.pl/uploads/images/gallery/2026-03/scaled-1680-/UGZTReImMj5YmcWq-image.png)](https://help.cairo.pl/uploads/images/gallery/2026-03/UGZTReImMj5YmcWq-image.png) ---