🔔How to Manage Notification Roles

Managing notification roles in Take5™️Connect allows you to control which users and sites receive specific notifications. Follow these steps to manage your notification roles effectively:

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Step 1: ⚙️ Access Notification Roles

1. In the Take5™️Connect Web Portal, click the cog wheel in the top-right corner.
2. Select Notification Roles from the dropdown menu.
3. This will open the list of notification roles for your account.

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Step 2: ➕ Add a New Notification Role

1. Click on the New Notification Role button.
2. Enter a relevant name for the notification role.
3. Tick the Activate checkbox to enable the notification role (optional, you can configure it fully before activation).
4. Select the notification checkboxes for features you wish to enable for this role.
5. Click Save to save and continue editing or Save & Close to finalize.

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Step 3: ✏️ Edit an Existing Notification Role

1. Click on the Edit button next to the role you want to modify.
2. You can change the role name, activate/deactivate the role, and select/deselect notifications.
3. Click Update or Update & Close once done.

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Step 4: 🌍 Link Sites with a Notification Role

1. Click Edit next to the Notification Role
2. Click on the Sites tab along the top bar, to open the site selection dialog.
3. Click Select Sites, choose the relevant sites, and click Select & Close to link them to the notification role.
4. To unlink a site, click on Unlink next to the site.

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Step 5: 🔗 Link All Sites with a Notification Role

1. Click the List Menu button and select Link All.
2. Confirm the action by clicking Yes.

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Step 6: 🔄 Unlink Sites from a Notification Role

1. To unlink all sites, click List Menu and select Unlink All.
2. To unlink specific sites, select the sites and click List Menu, then Unlink Selected Sites.

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Step 7: 👥 Link Employees with a Notification Role

1. Go to the Employees tab and click Select Employees.
2. Choose the employees and click Select & Close to associate them with the role.

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Step 8: ❌ Unlink Employees from a Notification Role

1. To unlink employees individually, click Unlink next to their name.
2. To unlink multiple employees, select them, click the List Menu, and choose Unlink Selected.

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📞 Need Help?

For further assistance, contact the support team at:

• 📧 Email: support@take5connect.com
• 📞 Phone: 0800 582 535