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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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1.3 Check Your Permissions

All

Check your permission level with the badge (Admin/Manager/Worker) on the user card at the bottom of the sidebar. The menus you see depend on your permissions.

Menu Admin Manager
Home O O
TBM Management (send history, send scheduling, templates) O X (O if an Admin grants it)
Worker Management (worker list, external worker status) O X (O if an Admin grants it)
Complaint Management O O
Permissions & Settings O X

Warning

“I can’t see a menu” is almost always a permission issue. An Admin adjusts a Manager’s detailed permissions (TBM management, worker invites, and so on) in 5.1 Roles & Permissions. Worker accounts cannot access the Admin web (mobile app only).

← Previous1.2 Understanding the LayoutNext →2.1 Create a Form (Template)
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