Add System Users (including Roles)

System users allow staff members to access Butterfli based on their assigned role and permissions.

Step 1: Navigate to User Management

1. From the main navigation menu, click Settings.
2. Select User Management.
3. Click Add User in the top right corner.

Step 2: Add a New User

1. In the Add Staff window, enter:

• First & Last Name
• Email Address
• Role (select from the dropdown)

2. Click Create Staff to add the user.

Access will be granted immediately based on the role selected.

Available User Roles

Organization Admin: This role has full administrative access across the system. Permissions include:

• View and edit access throughout the system
• Access to Settings → User Management
• Access to Settings → Notifications
• Access to Capacity Planning ** **

Admin:

This role is intended for staff who need operational access without system-level controls. Permissions include:

• No access to Settings → User Management
• No access to Settings → Notifications
• No access to Capacity Planning

Managing Existing Users

From the User Management page, you can:

• Edit a user’s role
• Delete users who no longer require access All changes take effect immediately after saving.