📱 How to Access the Admin Menu in the Mobile App

The Admin Menu in the Take5™ Connect mobile app allows administrators to manage employee records and training documents efficiently. Follow this guide to access and utilize the Admin Menu.

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Step 1: 🔧 Open Settings

1. Launch the Take5™ Connect mobile app.
2. Tap the gear icon (⚙️) located in the top-left corner of the Home screen to open the settings menu.

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Step 2: 👥 Access the Admin Menu

1. In the Settings menu, locate the Admin Menu section.
2. Tap on Employees to view a list of your direct employees.

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Step 3: 📄 Manage Employee Records

1. In the Employees list, you can:
   • Call: Tap the phone icon to initiate a call.
   • Message: Tap the message icon to send a message.
   • Email: Tap the email icon to compose an email.
   • Training/Competency Documents: Tap the document icon to view any associated training or competency documents.
2. To add a new document:
   • Tap the Create button in the upper-right corner of the Training/Competency section.
   • Follow the prompts to upload and assign the new document.

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❓ Troubleshooting

• Admin Menu Not Visible: Ensure your user account has the necessary administrative permissions. Contact your super admin if needed.
• Employee Records Missing: Verify that employees have been properly added to your organization in the system. If records are missing, consult your super admin for assistance.

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📞 Need Help?

For further assistance:

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