👷 How to Assign Contractors to a Site or Multiple Sites

Assigning contractors to specific sites in Take5™ Connect ensures they have the necessary access and visibility for their work. This guide will walk you through assigning contractors to one or multiple sites. 👇

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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 your list of registered contractors.

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Step 3: 📍 Assigning a Contractor to a Site

1. Locate the contractor you want to assign to a site by using the Search Bar or scrolling through the list.
2. Click on the contractor’s name to open their profile.
3. Find the Sites section on the right-hand side and then click Link in the top left corner.
4. A dropdown menu will appear displaying a list of available sites.
5. Select the site(s) to which you want to assign the contractor. ✅

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Step 4: 🔄 Assigning a Contractor to Multiple Sites

1. Instead of selecting a single site, choose multiple sites from the list by checking the relevant boxes.
2. Click Select & Close to confirm the assignment.
3. The contractor will now be linked to the selected sites and will have access to relevant documents and compliance requirements.

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Step 5: 🔍 Reviewing Site Assignments

1. To check which sites a contractor is assigned to, go back to the Contractors tab.
2. Click on the contractor’s name and review their Sites section.
3. If changes are needed, you can Unlink a site from the contractor

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❓ Troubleshooting

• If a contractor does not appear in the list, ensure they have been added to your account.
• If a site does not appear as an assignment option, verify that it has been set up correctly in Sites & Subsites.
• Refresh the page if 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