Staff receiving daily sales reports

DebbieatLDD — Sun, 21 Sep 2025 10:10:32 GMT

We have a ladies Boutique, we have 2 admin, the owner and Exec Assistant. We also have 3 staff (one for weekdays, one for weekends and one for on call). We really don't make enough yet to warrant spending the extra cost of Teams Plus, but we also don't want the staff members to get the daily sales reports. Is there a workaround?

Re: Staff receiving daily sales reports

LukeNieuw — Fri, 06 Dec 2024 13:54:28 GMT

Without upgrading you only have 2 Permission Sets. The Owner and the Team Permissions.

The Owner account would need to set Team Permissions to the very basic and remove any reporting. Here is a breakdown of permission sets: https://squareup.com/help/ca/en/article/5822-employee-permissions

Then only the Owner account will be able to access the rest.

If you have multiple levels of team members that require different access/permissions then you will need to upgrade to Team Plus.

thread Re: Staff receiving daily sales reports in Orders, Menu Items, Catalog & Fulfilment

Staff receiving daily sales reports

Re: Staff receiving daily sales reports