👷 How to Manage Your Site Contractors

Effectively managing contractors in Take5™ Connect ensures smooth operations and compliance on your sites. This guide walks you through managing site contractors step by step. 👇

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Step 1: 🔑 Sign 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 Sign In button. ✅

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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 view the list of registered contractors.

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Step 3: 🏗️ Adding a New Contractor

1. Click on the Add Contractor button.
2. Enter the contractor’s name, contact details, and company information.
3. Click Save to add the contractor to your system. ✅

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Step 4: 📌 Updating Contractor Details

1. Locate the contractor in the Contractors section.
2. Click the Edit button to update information such as contact details, role, or assigned sites.
3. Click Update to confirm the changes.

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Step 5: ❌ Removing a Contractor

1. Locate the contractor you want to remove.
2. Click on the Delete button next to their name
3. Confirm the removal to complete the process.

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Step 6: 📍 Managing Contractor Site Assignments

1. Click Edit on a contractor’s profile to view their assigned sites.
2. Click Sites to modify their site allocations.
3. Link or Unlink sites as needed, then confirm.

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❓ Troubleshooting

• If a contractor does not appear in the list, verify they have been added correctly.
• If you cannot assign a contractor to a site, check if the site is active and set up properly.
• Refresh the page if changes do not update immediately.

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📞 Need Help?

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

📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535