Understand roles and permissions in Butterfly EI

Butterfly EI uses role-based permissions to control what users can do and what survey data they can access. This document explains the roles used by Butterfly EI and how they determine access within the Butterfly EI app.

Foundational roles in Butterfly EI

Butterfly EI uses three foundational roles to define permissions.

• Butterfly Admin: Has administrative permissions to create, edit, and delete surveys and manage users, teams, and roles. This role does not have access to survey results.
• Manager: Can view survey results for their teams and take action on feedback, such as replying to comments and creating follow-ups.
• Viewer: Can view survey results for their teams but cannot take action on feedback, such as replying to comments or creating follow-ups.

Engagedly combines these permissions with additional access levels to provide the roles used within the application.

Roles in Engagedly

The following roles determine a user's access to Butterfly EI:

• Site admin: The Site admin role provides full administrative access to Butterfly EI. Engagedly enables this role during onboarding and configures it for each organization.

A site admin can:

• View historical survey data.
• Access data for all teams.
• View and manage exit surveys.
• Create, edit, and delete surveys.
• Add, edit, and delete users.
• Manage survey configuration.

Site admins have the highest level of access in Butterfly EI.

• Butterfly EI manager: It provides permissions to create and manage surveys within the Butterfly EI app. Their access is limited to their direct reports.

• Manager (User with direct reports): A manager is a user who has direct reports but does not have the Butterfly EI manager role. Their access stays limited to participation and feedback-related actions.

• Participant (User with no direct reports): A participant is a user who has no direct reports and does not have additional Butterfly EI permissions.

Role hierarchy