When you add or modify a user you have four different user type options:
Admin
This user has full access to Butterfly and can set up the Butterfly account (name of the instance, default timezone, language, etc.), manage users (add/edit users, add/edit teams, add/edit tags), view all teams data, setup engagement surveys and create custom pulses.
- Manage account fully
All admins have the same privileges.
Manager
This user can view the results for their team(s), deep dive into data using filters, and take action to interact with their teams.
- Be assigned certain teams to manage
- View Mood Tracking only for their managed teams
- Send requests to their managed teams
- Respond to comments
- Follow up with specific users based on their responses
Custom Manager
This user can view the results for their team(s) and we can tailor a unique combination of the permissions usually available to Managers to make sure their dashboard works for them.
- Be assigned certain teams to manage
- View Mood Tracking only for their managed teams
- Send requests to their managed teams (optional)
- Respond to comments (optional)
- Follow up with specific users based on their responses (optional)
User
This user has no Butterfly account; they:
- Receive Mood Tracking
- Receive Feedback requests
- Can be tagged
- Can chat
- Always stay anonymous
Active users can receive engagement surveys, custom pulses, feedback requests, invitations to chat, and notifications (via email or slack) from Butterfly.
Users always remain anonymous to the whole team or instance.
How To: Modify Roles and Permissions
Admin and Owners can easily modify the roles and permissions of new and existing users by utilizing their dashboards.
- Access the Users Page in Your Dashboard
- Go to the 'People' icon on the top right side of your Butterfly dashboard
- Locate the User
- Find the user you’d like to update using the search bar at the top left side of the table
- Update and Save Their New Roles and Permissions
- Select the user by clicking on their name and navigate to the “Roles” tab
- The user's current role will be designated by a check mark
- Select the new desired role by clicking on the box associated with that role
- Navigate to the “Additional Dashboards” tab and select “Save” in the bottom right corner to update the user’s profile