Butterflai uses a role-based access control system. Every user is assigned one or more roles, and each role defines exactly what the user can see and do across the platform.
Built-in roles
Two roles come pre-configured with every Butterflai account:
Admin - Full access to every feature, setting, and data source. Admins can manage users, roles, integrations, and all platform content. At least one Admin is required per organization.
Member - Limited access designed for day-to-day users. Members can interact with the Knowledge Agent, view dashboards, and use the Document Library, but cannot change settings, manage integrations, or administer users.
Permission categories
Permissions are organized into the following categories:
Category | What it controls |
Knowledge Agent | Access to the AI chat assistant for asking questions about your data. |
Dashboard | Viewing and managing dashboards, widgets, and KPIs. |
Document Library | Uploading, viewing, and managing files and documents. |
Settings | Access to company profile, general settings, and configuration. |
Integrations | Connecting, configuring, and managing third-party data sources. |
Users | Viewing, inviting, approving, and deactivating team members. |
Roles | Creating, editing, and deleting custom roles. |
Employees | Managing employee records and associated data. |
Read vs. Write permissions
Each category supports two permission levels:
Read - View the content or data in that section. For example, Read permission on Dashboards lets a user view dashboards but not create, edit, or delete them.
Write - Create, edit, and delete content in that section. Write permission always includes Read access.
How permissions affect navigation
Users only see navigation items and sections they have at least Read access to. If a user has no permissions for a category, that section is completely hidden from their view. This keeps the interface clean and focused on what is relevant to each team member.
Admin vs. Member at a glance
Category | Admin | Member |
Knowledge Agent | Read + Write | Read + Write |
Dashboard | Read + Write | Read |
Document Library | Read + Write | Read |
Settings | Read + Write | No access |
Integrations | Read + Write | No access |
Users | Read + Write | No access |
Roles | Read + Write | No access |
Employees | Read + Write | Read |