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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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5.1 Roles & Permissions

Admin

Adjust what Managers and Workers can do with the checkbox table.

Permissions & Settings – Roles & Permissions tab

Permissions & Settings – Roles & Permissions tab

Permission Meaning
Create/edit/send/delete TBM The whole TBM Management menu (send scheduling, history, forms)
Create/edit/delete plants Site management
Invite and edit workers per plant Worker management menu
Create share link + access code Issue access codes for external workers
Receive emergency notifications Receive SOS and work stop notifications
No Web Admin access Worker default — blocks access to the admin web
  1. Open the Permissions & Settings > Roles & Permissions tab.
  2. Adjust the checkboxes in the Manager/Worker columns. (The Admin row always has full control and cannot be edited. There is one Admin per organization.)
  3. Save. The menus and buttons those users see change immediately.
← Previous4.3 Handle ComplaintsNext →5.2 Manage Plants (Sites)
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