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TBM Admin

  • Key Terms & Concepts
  • 1.1 Log In
  • 1.2 Understanding the Layout
  • 1.3 Check Your Permissions
  • 2.1 Create a Form (Template)
  • 2.2 Schedule a TBM Send
  • 2.3 View & Edit Scheduled Sends
  • 2.4 Check Participation Status
  • 2.5 Remind Non-Responders (Push Resend)
  • 3.1 Bulk-Add Form Items (Excel)
  • 3.2 Edit, Restore & Delete Forms
  • 3.3 Manage Workers (Regular)
  • 3.4 Manage External Workers (Day Labor)
  • 3.5 Manage Dispatch
  • 4.1 SOS & Emergency Response
  • 4.2 View & Filter Complaints
  • 4.3 Handle Complaints
  • 5.1 Roles & Permissions
  • 5.2 Manage Plants (Sites)
  • 5.3 Default TBM Settings
  • 5.4 Invitations & User Management
  • A. Frequently Asked Questions (FAQ)
  • B. Permission Matrix
  • C. Glossary
  • D. Error Message Reference
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B. Permission Matrix

Feature Admin Manager Notes
View dashboard (Home) O O
Schedule/edit/delete TBM sends O O* *With the TBM permission
Create/edit/delete forms (templates) O O* *With the TBM permission
Resend push notifications O O* Threshold time must pass after the send
Add/remove workers, manage dispatch O O* *With the invite permission
Change permissions (roles) O △ Only levels below their own
Add/edit/delete groups (sites) O X Up to 10
Renew/print external worker access codes O O* *With the access code permission
View/handle complaints O O All users
Add complaints (web) O X
Delete complaints O (except SOS) Own items only SOS cannot be deleted
Permissions & Settings menu O X Admin only

Workers cannot access the admin web (mobile app only). The Manager permissions marked with * are granted and revoked by the Admin in 5.1 Roles & Permissions.

← PreviousA. Frequently Asked Questions (FAQ)Next →C. Glossary
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