Companies and users
Company
A company is any organisation that takes part in the app. There are three kinds:
- TBA is the company that manages the buildings. There is only one.
- Client is the owner of the buildings. It has one or more TBA contracts.
- Provider is the company that does the work under service contracts.
Client
A client has a name, a NIF (tax ID), a registered address and a Tipo (Type): Public administration, Company, Owners' association or Individual. Its Estado (Status) is Active or Inactive.
The client's page shows its users, its TBA contracts and its assets.
Provider
A provider has a name, a NIF and a Tipo:
- Empresa mantenedora (Maintenance company) does the maintenance.
- Organismo de control (Inspection body) is authorised to carry out regulatory inspections (OCA or ECA).
- Suministradora (Utility) is a utility such as the electricity company or the water company.
- Autónomo (Self-employed).
Each provider offers one or more service types. Its Estado is Active, Inactive or Blocked. TBA blocks a provider it no longer wants to work with.
The provider's page shows its users, its service contracts, its inspections, its evaluations and its average lead times: days to the quote, to the approval and to the execution.
Service type
A service type is the trade of a service: lifts, fire protection (P.C.I.), HVAC, cleaning, pest control (D.D.D.)… A service contract covers one service type. A provider offers several. TBA defines the list in Configuración (Settings).
Tenant
A tenant is a company that leases space in a client's asset. It does not log in to the app. It can request a corrective job and be charged for it. See Assets and installations.
User
A user is a person who logs in to the app. A user belongs to one company only. That company makes them a TBA user, a client user or a provider user.
Each client company and each provider company names one user as Contacto principal (Main contact).
Role and permissions
A permission is the right to perform one action on one kind of record, for example Validar documentos (Validate documents). A role is a named set of permissions. A user has one or more roles and, if needed, some extra individual permissions.
See Who does what for the default roles.
Function
The function is the part the person plays in the contracts: Contract manager, Technician, Sales, Billing, Risk prevention, Incident manager, Facility manager or Other. The function grants no permissions.
Facility manager (FM)
The FM is the TBA user responsible for an asset or a service contract. The FM validates every document of that asset or that contract. Only the FM can validate them.
Technician
The technician is the provider user who carries out the maintenance.
API key
An API key lets another system work in the app with the permissions of one role. It never exceeds the permissions of the user who created it. It works until someone revokes it or until its expiry date.