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Operators

User Management

The “Operators”"Users" tab in the cairo.BI system allows for full management of users who havewith access to the platformsystem – from adding new accounts to assigning roles, dataaccess sources,levels, and permissions.
 It serves as a central administrationadministrative panelhub, forallowing controllingyou to control who can access whichspecific reportsreporting data and data.to what extent.

OperatorUsers List

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The main"User screenManagement" displaysview presents a list of all registeredsystem users inalong thewith system.
Eachtheir recordpermissions containsand keysecurity information:status. The following information is provided for each user:

  • SuperuserUser – indicatesThe aname, usersurname, withand fullemail administrativeaddress permissions,assigned to the account.

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

  • 2FA – informationThe onstatus whetherof two-factor authentication (Two-FactorActive Authentication)or is enabled,Inactive).

  • RoleProfit (Roles)Preview – setAn ofindicator permissions(checkmark) assignedshowing if the user is authorized to theview user,margins and financial data.

  • Source (Sources)Sources – systemThe systems from which the user’s data is drawnoriginates (e.g., ERP,ERP).

    B2B)

  • 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 – timestamps of account creationRegistration and last modification.activity dates.

Each

Permission operator has an ➜ icon, which opens the user’s detailed profile.

Operator Profile

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Management

The operatormain profiletable viewallows displaysyou detailedto informationassign aboutaccess theto selectedspecific user,modules including:and warehouses:

  • theSource user’s– emailThe address,data source system (e.g., ERP).

  • SuperuserAll Warehouses status,– A collective checkbox granting access to the entire warehouse structure.

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

  • two-factorTab authenticationAccess (2FA)Warehouse, status,Settlements, Sales, Purchases) – Specific checkboxes that determine if a user has access to the corresponding sections (tabs) in the main system menu.

  • listSelect ofAll – A button to quickly select all available datapermissions sourcesfor anda rolesgiven assigned to each,

  • information about warehouse access (e.g., “Access to all warehouses”).source.

Additional Actions Menu

FromAvailable under the profile"three screen,dots" theicon, followingthese actionsbuttons areallow available:for advanced account administration:

  • EditReset userPassword – modifyForces the user details,to roles,change sources,their or permissions,password.

  • ChangeDisable password/ Reset 2FA – resetManages the user’sadditional password,layer of account security.

  • ResetLogout from all devices / Forget 2FA – removeImmediately terminates all active sessions and trusted device settings for the existing two-factor authentication configuration,user.

  • Delete – permanentlyCompletely removeremoves the user accountcard from the system.

If two-factor authentication is enabled, a “Show QR code” option appears, allowing the user to re-pair their authentication app.

Adding a Newnew Operatoruser

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To add a new user, click the “+ Add user” button in the operator list.
In the form, you can specify:

     

  • user’s email address,

  • password and confirmation,

  • Superuser status,

  • assigned roles,

  • data sources (e.g., ERP, B2B),

  • warehouses the user has access to (all or selected ones).

Roles and Permissions

Roles define which sections of the system a user can access:

  • ROLE_MAGAZYN – access to warehouse reports and analytics,

  • ROLE_ROZRACHUNKI – access to receivables, liabilities, and balance reports,

  • ROLE_SPRZEDAZ – access to sales analytics and reports,

  • ROLE_ZAKUPY – access to purchasing reports,

  • ROLE_ZYSK – access to profit and margin data.

If an operator does not have the ROLE_ZYSK permission, all columns and charts related to profit and % profit will be hidden or displayed as 0.
When this role is enabled, the user gains full visibility into profitability and margin data.

Data Sources

Each operator can have access to different data sources – e.g., ERP systems, B2B modules, and, in the future, other integrated environments.
Administrators can assign one or multiple sources to a user, precisely controlling which data is available to them.

Warehouse Access

When assigning roles and sources, it is also possible to define access to specific warehouses.
Administrators can:

  • grant access to all warehouses, or

  • select specific locations (e.g., [CE] Central, [03] Warehouse 03, [02] Warehouse 02).

This ensures each user sees only the data relevant to their scope of work.

Superuser

A Superuser has full access to all system data and functionalities.
They can:

  • add, delete, and edit operators,

  • assign roles, sources, and warehouse access,

  • manage permissions,

  • configure system settings.

Two-Factor Authentication (2FA)

Two-factor authentication (2FA) enhances login security.
Once enabled, the user must provide a one-time code from an authentication app in addition to their password.

  • 2FA can be activated or reset only during operator editing.

  • When active, the operator profile displays the status “Enabled” and a “Show QR code” button.

  • After resetting or deactivation, the status changes to “Disabled”.

The “Operators” tab in cairo.BI provides full control over user accounts, roles, access levels, and authentication security — ensuring efficient and safe management of your analytics environment.

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