Blue Butterfly projects are designed for teams. Add a colleague as a collaborator with one of three roles, and they can view, edit, or own the project depending on the role you assign.
This page covers project-level access. For system-level admin (blocking users entirely, allowlisting), see System-Level Access.
Open the collaborator panel
From the Dashboard, settings gear (⚙) → Project Settings → Project Collaborators.
The panel shows your current role (badge in the top-right of Project Settings) and lists everyone with access to the project, their email, the date they were added, and their assigned role.
The three roles
| Role | What they can do |
|---|---|
| Owner | Everything — view, edit, manage collaborators, restore from backup, delete the project |
| Editor | View and edit data, manage templates, run imports and exports, download/restore backups. Cannot manage collaborators or delete the project. |
| Viewer | Read-only. Can view all data and run exports, but cannot edit anything. |
Full permission matrix
| Permission | Owner | Editor | Viewer |
|---|---|---|---|
| View all data | ✓ | ✓ | ✓ |
| Create drillholes | ✓ | ✓ | ✗ |
| Edit drillhole data | ✓ | ✓ | ✗ |
| Delete drillholes | ✓ | ✓ | ✗ |
| Import data | ✓ | ✓ | ✗ |
| Export data | ✓ | ✓ | ✓ |
| Edit templates | ✓ | ✓ | ✗ |
| View project settings | ✓ | ✓ | ✓ |
| Add / remove collaborators | ✓ | ✗ | ✗ |
| Change collaborator roles | ✓ | ✗ | ✗ |
| Download / restore backup | ✓ | ✓ | ✗ |
| Delete project | ✓ | ✗ | ✗ |
Add a collaborator
- In Project Collaborators, type the colleague’s email address
- Pick a role (Owner / Editor / Viewer)
- Click Add Collaborator
They’ll have access the next time they sign in. There’s no acceptance flow — adding a collaborator immediately grants access on their next sign-in. They sign up as normal (if they don’t have an account) using the same email; the project then shows up for them.
Change a role
In the collaborator list, click the role badge next to anyone’s name and pick a new role. The change takes effect immediately.
Remove a collaborator
Click the Remove button next to a collaborator’s name. They lose access at their next session refresh. (Local data they may have downloaded to their browser remains until they sign out, which clears their IndexedDB — see Offline & Sync.)
Roles are per project
Roles are assigned independently for each project. The same person can be:
- Owner of
Project A - Editor of
Project B - Viewer of
Project C
Switching projects via the project selector automatically uses the correct role for that project.
Project information
The Project Settings page also shows read-only project metadata:
- Project name
- Project ID (UUID — useful in support requests)
- Created date/time
- Last updated date/time
Danger Zone — delete a project
Only Owners see this section. Delete Project removes the entire project — all drillholes, tables, records, and collaborator assignments. The dialog requires you to type the project name to confirm. The action cannot be undone.
If you want a copy first, download a Project Backup before deleting.
Tips
- Default new collaborators to Viewer or Editor. Owner should be reserved for people who genuinely need to manage the project — typically the project geologist and one or two backups.
- Use Editor for most working geologists. Editors have everything they need to log and import without the ability to accidentally delete the project.
- Use Viewer for stakeholders and reviewers. Read-only access plus export is what consultants, external reviewers, and senior management usually need.
- Audit collaborators occasionally. Programs come and go. Take a moment each quarter to remove people who no longer need access.