👷 How to View a List of Your Contractors

Viewing a complete list of contractors in Take5™ Connect allows you to monitor and manage your contractor relationships effectively. This guide will show you how to access and review contractor details in your account. 👇

---

Step 1: 🔑 Log In to the Take5™ Connect Web App

1. Open your web browser and navigate to the Take5™ Connect web app: https://app.take5connect.io.
2. Enter your username and password, then click the Log In button.

---

Step 2: 👷 Navigate to the Contractors Section

1. Once logged in, locate the Contractors tab in the left-hand menu.
2. Click on Contractors to access the list of all contractors associated with your account or organization.

---

Step 3: 📄 Viewing the Contractor List

1. The Contractors page will display a table or list of all contractors linked to your account.
2. Each entry includes key details such as:
   • Contractor Name
   • Contact Information
   • Assigned Sites
   • Compliance Status

---

Step 4: 🔍 Searching and Filtering Contractors

1. Use the Search Bar at the top of the page to quickly find a contractor by name or contact information.

---

Step 5: 👥 Accessing Individual Contractor Details

1. Click on Edit next to the contractor’s name in the list to open their detailed profile.
2. The profile page provides additional information, including:
   • Assigned projects or sites.
   • Documentation and compliance records.
   • Contact details and history.

---

❓ Troubleshooting

• If a contractor does not appear in your list, ensure that they have been added to your account or assigned to your site.
• If filters are not working as expected, clear all filters and refresh the page.

---

📞 Need Help?

If you need further assistance, please contact our support team at:

📧 Email: support@take5connect.com

📞 Phone (NZ): 0800 582 535