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Key Terms

  • Key Terms & Concepts

Getting Started

  • Log In
  • Understanding the Layout
  • Check Your Permissions

Core Features

  • Create a Form (Template)
  • Schedule a TBM Send
  • View & Edit Scheduled Sends
  • Check Participation Status
  • Remind Non-Responders (Push Resend)

More Features

  • Bulk-Add Form Items (Excel)
  • Edit, Restore & Delete Forms
  • Manage Workers (Regular)
  • Manage External Workers (Day Labor)
  • Manage Dispatch

Issue Tracking

  • SOS & Emergency Response
  • View & Filter Complaints
  • Handle Complaints

Admin Only

  • Roles & Permissions
  • Manage Plants (Sites)
  • Default TBM Settings
  • Invitations & User Management

Appendix

  • A. Frequently Asked Questions (FAQ)
  • B. Permission Matrix
  • C. Glossary
  • D. Error Message Reference
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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).

← PreviousUnderstanding the LayoutNext →Create a Form (Template)
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Safetics Inc. · CEO : Heonseop Shin · Business Reg. No. 693-87-01568 · 2F, 43, Bongeunsa-ro 30-gil, Gangnam-gu, Seoul, Republic of Korea · Tel : 82-2-568-7985 · info@safetics.io

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