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The ButterCMS users dashboard allows you to manage users in your organization. You can add or invite new members, update their profiles, change their permissions, and delete users, all from one place. Before adding or updating a user, make sure you’ve determined the access they need, including their role, content types (for custom roles), locales (for accounts with localization), and sites (for accounts with multi-site setups).

Accessing the users’ dashboard

To manage users, you must have Admin permissions, either via the default role created when you first set up ButterCMS or via a custom role defined in your organization.
  1. Log in to your ButterCMS account
  2. Click on the Users tab in the main navigation menu
  3. View all team members associated with your account
Users menu in ButterCMS The Users dashboard allows you to access:
ColumnDescription
NameUser’s display name
EmailEmail address used for login
RoleAssigned permission role
StatusActive or pending invitation
Last ActivityWhen the user last logged in
ActionsEdit or delete options

Adding team members

The invitation process

When you follow the steps below to add a user to your organization, they’ll be added in pending status. They’ll also receive an invitation email that includes a link to accept to their invitation, which will expire after a set period (typically 7 days). There are two ways to add a user: through the standard invitation process, or through the bulk invitation flow, which lets you add multiple users at once.

Adding a single user: Standard flow

The standard flow allows you to add your user to your organization, choose their role, update their profile (optional), and set any configuration needed for access to sites or locales.
User limits are configured at the account level. If you hit a limit when inviting a user, contact ButterCMS support to review your account settings.
1

Click the Users tab to launch the users dashboard on your main menu.

2

Click on the Add User button.

3

Enter the email address of the person you are inviting.

For SSO accounts, the user must already be added to your SSO Identity Provider, and the email address entered must match the corporate email address associated with that user in your SSO Identity Provider.
4

Choose the role you would like to assign to the new user.

Once a user has been added to the system, roles can be updated on a per-environment basis; switch to the environment you want to update first before saving the role.
Role selection when adding a user
5

Optional: Select options for enterprise accounts.

ButterCMS does not have environment-level permission restrictions for users at this time; only site-level permissions apply, meaning a user’s access to a specific site affects all environments within that site.
For multi-site accounts or accounts with locales, additional configuration options are available in the user profile.
  1. A checkbox granting the user the multisite admin role permissions.

Understanding the multisite admin role

Checking the is multisite admin box gives a multisite user special permissions far more powerful than the default admin role.Normal admins can manage users and content for only those sites they are assigned to.Multi-site admins can perform those actions for any site, as well as grant the multisite admin role to other users. You can think of them as kind of a super-user.
  1. Checkboxes for the sites you want this new user to have access to
Site access selection for multisite accounts 3. Checkboxes for the locales you want the user to have access to.
Locales are set on a per-environment level. This means, for example, you could have a Production environment with locales A and B, and a Staging environment with locales B and C.Site access selection for multisite accountsThe locales you see reflected in the Users dashboard, and the access granted by checking them, only apply to the environment you are currently logged into. So, for the above example, an admin logged into the Production environment would only see locale checkboxes “A” and “B”.To update the user’s locale access in the Staging environment, the admin would need to switch environments to Staging first, then see the locale checkboxes for “B” and “C”.
Locale permissions selection
6

Click Add User to send an invitation email to the user.

Bulk invitation flow

Multiple users can be added at once via the bulk invitation flow.
It is not recommended to use the invitation flow to invite users in Enterprise accounts with either multi-sites or locales, as users added this way will automatically be added to your default site and locale. To update the user’s access, click on the User in the Users dashboard and update their access.
1

Hover over the Users tab on your main menu.

2

Click on the plus sign.

3

Enter the email addresses of the people you would like to invite and assign a role for each one.

Adding multiple users at once
4

Click Send invite.

Re-sending invitations

You can resend the invitation email for users in a pending status from your User dashboard. Just click the Resend Invitation button.

Troubleshooting invitations

Possible causes:
  • Email went to spam/junk folder
  • Email address was mistyped
  • Corporate email filter blocked it
Solutions:
  1. Ask user to check spam folder
  2. Verify the email address in the Users list
  3. Resend the invitation
  4. Have IT whitelist buttercms.com emails
Possible causes:
  • Invitation link expired
  • User already has a ButterCMS account
  • SSO misconfiguration
Solutions:
  1. Resend a fresh invitation
  2. Check if user needs their other account deleted
  3. Contact ButterCMS support for SSO issues
Solution:
  1. Go to the Users tab
  2. Click on the user’s profile
  3. Change their role or permissions
  4. Click Update User

Editing team members

You must have admin permissions to modify users. Click on any user in your user dashboard to access their profile. You can then update the user, including any biographical information, social profiles, roles, email address, site access, or locale access.

Removing team members

There are two different methods to delete team members, depending on whether your organization is a single-site or multi-site organization.

Single-site organizations

An admin can delete a user from a single-site organization by clicking on the Delete User button in the Users dashboard. Delete button in user list The system will prompt you to indicate which other team member should become the assigned author for any Post or Page content. The dialog looks like this: Author reassignment dialog when removing a user

Multi-site organizations

You cannot delete the account owner until ownership is transferred to another user. For details on account ownership and how to transfer it, see Account Ownership.
An admin can delete a user from a multi-site organization by unchecking all the boxes under the Multisite Websites section of their user profile and clicking Update User. They will then be deleted from ButterCMS after a short delay of less than five minutes. For multi-site accounts, authorship of Posts and Page drafts is automatically transferred to the Account Owner. Remove user from all sites
For SSO accounts, it’s important to understand that deleting an employee from your SSO Identity Provider platform will not automatically delete that user from ButterCMS.When an employee leaves your organization, we recommend:
  1. Remove them from your SSO identity provider (this immediately prevents login)
  2. Then, remove them from ButterCMS to keep your user list clean and accurate

Removing access to specific sites or locales

To remove a user from specific sites, open the user’s profile (by clicking their name in your Users dashboard), uncheck the sites/locales you want to remove access to, then click Update User. Their access permissions will be adjusted after a short delay (less than five minutes).