Users, roles and settings
Who: TBA Admin. Configuración (Settings) is also open to TBA Employees.
Users
Create a user
- Open Administración › Usuarios (Administration › Users) and click Nuevo usuario (New user). You can also do it from a client's or a provider's page with Añadir usuario (Add user).
- Choose the company and fill in the name, the email, the job title and the functions.
- Choose the role.
- Type an initial password of at least 8 characters and share it with the person.
Change a user's access
- Open the user's page.
- In Roles y permisos (Roles and permissions), click Cambiar (Change).
- Tick their roles and, if needed, some direct permissions.
The page shows the Permisos efectivos (Effective permissions): the sum of the permissions from their roles and their direct permissions.
Other actions
- Establecer contraseña (Set password) sets a new password. Use it when someone forgets theirs.
- Dar de baja (Terminate) closes the user's access with a date and a reason. Their history stays.
Roles
Administración › Roles (Administration › Roles) shows a table of roles and permissions.
- Tick or untick the boxes. The number of unsaved changes appears at the top.
- Click Guardar (Save) to apply them or Descartar (Discard) to undo them.
To create a role, click Nuevo rol (New role) and enter the name, the code and the company type: TBA, Client or Provider. You can delete a role only if no user and no API key uses it.
Default permissions and roles
| Permission | TBA Admin | TBA Employee | Client User | Provider User |
|---|---|---|---|---|
| Gestionar usuarios (Manage users) | ✓ | |||
| Gestionar roles (Manage roles) | ✓ | |||
| Gestionar empresas (Manage companies) | ✓ | ✓ | ||
| Gestionar arrendatarios (Manage tenants) | ✓ | ✓ | ||
| Ver evaluaciones de proveedores (View provider evaluations) | ✓ | ✓ | ||
| Evaluar proveedores (Evaluate providers) | ✓ | ✓ | ||
| Ver contratos TBA (View TBA contracts) | ✓ | ✓ | ✓ | |
| Gestionar contratos TBA (Manage TBA contracts) | ✓ | ✓ | ||
| Ver activos (View assets) | ✓ | ✓ | ✓ | |
| Gestionar activos (Manage assets) | ✓ | ✓ | ||
| Gestionar instalaciones (Manage installations) | ✓ | ✓ | ||
| Ver contratos de servicio (View service contracts) | ✓ | ✓ | ✓ | ✓ |
| Gestionar contratos de servicio (Manage service contracts) | ✓ | ✓ | ||
| Ver costes de contratos de servicio (View service contract costs) | ✓ | ✓ | ✓ | |
| Gestionar planes de mantenimiento (Manage maintenance plans) | ✓ | ✓ | ||
| Ver mantenimientos (View maintenance jobs) | ✓ | ✓ | ✓ | ✓ |
| Solicitar correctivos (Request corrective jobs) | ✓ | ✓ | ✓ | |
| Gestionar mantenimientos (Manage maintenance jobs) | ✓ | ✓ | ||
| Ejecutar mantenimientos (Execute maintenance jobs) | ✓ | ✓ | ✓ | |
| Aprobar presupuestos (Approve quotes) | ✓ | ✓ | ✓ | |
| Subir documentos (Upload documents) | ✓ | ✓ | ✓ | |
| Validar documentos (Validate documents) | ✓ | ✓ | ||
| Ver facturas (View invoices) | ✓ | ✓ | ✓ | |
| Enviar facturas al cliente (Forward invoices to the client) | ✓ | ✓ | ||
| Ver inspecciones (View inspections) | ✓ | ✓ | ✓ | ✓ |
| Gestionar inspecciones (Manage inspections) | ✓ | ✓ |
Costs and invoices
Giving a client Ver costes de contratos de servicio or Ver facturas shows them TBA's margin.
API keys
An API key lets another system use the app.
- Open Administración › Claves de API (Administration › API keys) and click Nueva clave (New key).
- Enter the name, the role and, if you want, the expiry date.
- Click Crear clave (Create key).
- Copy the key. The app shows it only this once.
To cut off access, click Revocar (Revoke). The integrations that use the key stop working at once.
Settings
Administración › Configuración (Administration › Settings) has three blocks:
- The block with TBA's name holds its NIF (tax ID), registered address, phone and email. Click Editar (Edit) to change them.
- Avisos y facturación (Alerts and billing): the sender email for notifications, the default VAT and how many days in advance the alerts arrive for inspections, for contract notice periods and for maintenance jobs.
- Familias de servicio (Service types): the list of service types with their code and their name in Spanish, Catalan and English. Click Nueva familia (New service type) to add one. You can delete a service type only if no provider and no contract uses it.