👷‍♀️How to Add Employees as Managers of Sites

Assigning employees as site managers in Take5™ Connect ensures they have the appropriate access and control over site-related activities. This guide will walk you through the process 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 Sites Section

1. Once logged in, locate the Sites tab in the left-hand menu.
2. Click on Sites to access the list of sites registered in your account.

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Step 3: 👥 Assigning a Manager to a Site

1. Locate the site you want to assign a manager to.
2. Click on the site name to open the Site Details page.
3. Find the Managers section on the right hand side bar and click Link.
4. Find the employee you want to assign as a manager.
5. The Select & Close to confirm the assignment. ✅

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Step 4: 🔄 Managing Multiple Site Managers

1. To assign multiple managers, repeat Step 3 for additional employees and select multiple employees.
2. Click Save & Close to finalize changes.

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Step 5: 📜 Reviewing and Updating Site Managers

1. Return to the Sites section and select the relevant site.
2. In the Site Managers section, review the assigned managers.
3. To remove or replace a manager, click Unlink next to their name

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❓ Troubleshooting

• If an employee is not appearing in the Managers search bar, ensure they are registered in the Employees section.
• If a manager cannot access a site, verify their permissions in the User Roles & Permissions settings.
• Refresh the page if recent changes do not reflect 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