This guide walks you through the process of requesting a demo and setting up your account with the help of our team.
Requesting a Demo:
Visit the Butterflai Website:
Go to the Butterflai homepage.
Click on the "Request a Demo" button.
Fill Out the Demo Request Form:
Provide your business email address, name, company name, and a brief description of your business needs.
Submit the form.
Confirmation and Contact:
After submitting the form, you will receive a confirmation email.
A Butterflai representative will contact you shortly to schedule the demo and guide you through the registration process.
Setting Up Your Account:
Initial Setup:
During the demo, our representative will help you create your Butterflai account.
You will be guided through the initial setup, including providing necessary business details and customizing your profile.
Configuring User Profiles and Permissions:
Navigate to the "Settings" section.
Select "User Management" to add or remove users.
Assign roles and permissions to ensure each user has the appropriate access level.
Setting Permissions:
Define user roles (e.g., Admin, Manager, Viewer).
Customize permissions for each role to control access to specific features and data.
Save changes and notify users of their roles.
Tips for a Smooth Setup:
Ensure all team members verify their email addresses promptly.
Review and customize user roles to fit your organization’s structure.
Explore the "Settings" section to adjust notification preferences and other configurations.
By following these steps, you will have your Butterflai account set up and ready to leverage its powerful features for your business.