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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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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 & details123

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).

← PreviousEdit, Restore & Delete FormsNext →Manage External Workers (Day Labor)
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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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