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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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3.3 Manage Workers (Regular)

Worker Management > Worker List Manager or higher

Find people in the org chart, add or remove people at a plant, and change permissions.

Worker List – left: org chart tree / right: people table & details

Worker List – left: org chart tree / right: people table & details

Find People

  • Org chart tree on the left: company → plant → people. People not yet assigned to a plant are gathered under “No Group”.
  • Click a person to see their details (name/email/contact/plant/job title/permission/registration date) and TBM participation history.

Add/Remove People at a Plant

  1. Select a plant in the tree. (The Add People and Manage Dispatch buttons are enabled only while a plant is selected)
  2. Click Add People → search in the modal → check several people → add.
  3. To remove someone, click the trash icon in the list → confirm. (They only leave the group; the account is kept)

Change Permissions (Roles)

  1. In the person’s details, click Edit and select a role.
  2. You can only change roles lower than your own. (Admin > Manager > Worker)

Warning

Adding a group (site) is Admin-only. If a Manager clicks Add Group, the message “Only an Admin can add a group (site).” appears. Admins add them in 5.2 Manage Plants (Sites).

← Previous3.2 Edit, Restore & Delete FormsNext →3.4 Manage External Workers (Day Labor)
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