Who does what

Each user belongs to one company: TBA, a client or a provider. Their role decides what they can do. Their company decides which records they see.

The four default roles

Role	For whom	What it can do
TBA Admin	TBA administrators	Everything a TBA Employee does, plus managing users, roles and API keys.
TBA Employee	TBA staff and facility managers	Manage clients, providers, contracts, assets, maintenance jobs and inspections. Validate documents and forward invoices to the client.
Client User	Client staff	See their TBA contracts, their assets, their maintenance jobs and their inspections. Request corrective jobs and approve quotes.
Provider User	Provider staff and technicians	See their service contracts, their maintenance jobs and their inspections. Mark jobs as executed. Upload documents and invoices.

TBA can create more roles in Administración › Roles (Administration › Roles). See Users, roles and settings.

What the client does not see

A client does not see the cost of service contracts or the providers' invoices. That information reveals TBA's margin.

What each party sees

	TBA	Client	Provider
Assets	All	Their own	—
TBA contracts	All	Their own	—
Service contracts	All, with their cost	Those on their assets, without cost	Their own, with their cost
Maintenance jobs	All	Those on their assets	Their own
Inspections	All	Those on their assets	Their own
Invoices	All	—	Their own
Validations	Yes	—	—

A record from another company appears in no list. If someone opens its link, the app answers that the record does not exist.

Your day to day

If you are a TBA facility manager

1. Open Validaciones (Validations) and review the documents awaiting your validation. See Validate documents.
2. Check Inicio (Home) for overdue maintenance jobs and quotes awaiting the client.
3. Forward the validated invoices to the client. See Invoices and forwarding.
4. Watch the inspections that fall due and the correction deadlines. See Track inspections.

If you are a client

1. Open Inicio and decide on the quotes awaiting your approval. See Handle a corrective job.
2. Request a corrective job with Solicitar correctivo (Request corrective) when something fails in your building.
3. Follow the state of your maintenance jobs and inspections.

If you are a provider or technician

1. Open Inicio and look at Para ejecutar esta semana (To execute this week).
2. When you finish a job, click Marcar ejecutado (Mark executed).
3. Upload the job's report and certificate. If TBA rejects a document, upload a new one.
4. Upload your invoices from Facturas (Invoices).

Functions

Besides the role, each user has one or more functions: Contract manager, Technician, Sales, Billing, Risk prevention, Incident manager, Facility manager or Other. The function says what part the person plays in the contracts. The role says what they can do in the app.