🧑‍💼 How to Make Someone Your Main Contact in Take5™ Connect

Designating a main contact in Take5™ Connect ensures that the correct person is responsible for key communications and decisions for your site or account. This guide will show you how to make someone your main contact. 👇

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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. ✅

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Step 2: 🧑‍💻 Access the Contacts Section

1. Once logged in, click on the ⚙️then Company Details tab located on the right-hand menu.
2. Click on the Main Contact button.
3. You will be directed to a list of all the contacts associated with your account or site.

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Step 3: 📝 Find the Contact You Want to Make the Main Contact

1. Browse through the list or use the search bar to find the person you wish to designate as the main contact.
2. Once you’ve located the correct contact, click on their name to open their profile.

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Step 4: 🌟 Designate the Contact as Main

1. In the contact’s profile, locate the option labeled Make Main Contact (this option may be in the Settings section or at the top of their profile page).
2. Click the Make Main Contact button to designate them as the main contact for your site or account.

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Step 5: 💾 Save Changes

1. After selecting the main contact, click the Save button to confirm the change.
2. A confirmation message will appear, indicating that the new main contact has been successfully set. 🟢

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❓ Troubleshooting

• If the Make Main Contact option is not visible, ensure you have the necessary administrative permissions.
• If the contact you are trying to assign does not appear, verify that they are associated with your account or site.

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📞 Need Help?

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

📧 Email: support@take5connect.com

📞 Phone (NZ): 0800 582 535