Welcome to ButterflyMX! This guide walks you through everything you need to do first, in order, to get your account and property set up. Bookmark this page so you always know where to start.
💡 Tip: Complete the steps below in order. Each one builds on the last, so skipping ahead may cause confusion (for example, you can't log in before you register your account).
Before You Begin
- Your Client Onboarding Specialist must have added you as an admin for your property.
- Have access to the email address associated with your ButterflyMX account.
Step-by-Step: Set Up Your ButterflyMX Account
Step 1: Register Your Admin Account
Check your inbox for a registration email from registration@butterflymx.com and click Get Started to create your password. This is the very first thing you need to do, you can't access the ButterflyMX OS without it.
Step 1: How to Register Your Admin Account →
Step 2: Log Into the ButterflyMX OS
Once your account is registered, learn how to log in to the ButterflyMX OS from your computer, smartphone, or tablet browser (note: the OS is not accessible from the mobile app).
Step 2: How to Log Into the ButterflyMX OS →
Step 3: Understand Your Admin Role & Permissions
Before you start managing your property, get familiar with what your admin role can and can't do. ButterflyMX has four admin roles: Property Admin, Community Admin, Unit Admin, and Front Desk Attendant, each with different levels of access.
Step 3: Understanding ButterflyMX Admin Role Permissions →
Step 4: Add Additional Admins (If Needed)
If other staff members need admin access to help manage your property, add them next. This article covers how to add, edit, and remove admin accounts.
Step 4: How to Manage Admins in the ButterflyMX OS →
Step 5: Explore ButterflyMX OS Essentials
Once your account and admin team are set up, check out the full library of training guides covering everything from adding residents to managing permissions and Visitor Passes.
Step 5: ButterflyMX OS Essentials →
Next: Get Your Residents Set Up
Once your admin setup is complete, help your residents get the most out of ButterflyMX with these resources:
- Sample Template for Resident Notification of ButterflyMX Installation, use this to announce ButterflyMX to your building
- Get the ButterflyMX app - Resident One-Pager, a shareable overview of app features for your residents
- How to use ButterflyMX - Resident One-Pager
- How to use ButterflyMX Package Room - Resident One-Pager
- Phone Numbers from the Intercom & Front Desk Station by Region
Additional Setup & Reference Guides
These guides aren't required to get started, but they're helpful once your account is up and running.
Access & Hardware
- Key Fobs & Cards Programming Guide
- Vehicle Tags Installation Guide
- Vehicle Tags Programming Guide
- Package Delivery & Drop-off Instructions for Carriers
- Android Tablet Recommendations for the ButterflyMX App
Help Center Tips
Still have questions after completing these steps? Reach out to your ButterflyMX Client Success Manager or the ButterflyMX Support Team.