thread Can I create additional accounts for payment terminals in Payments Troubleshooting

Can I create additional accounts for payment terminals

HHYFC — Sun, 21 Sep 2025 10:37:34 GMT

I would like to create accounts to people can receive payments on behalf of my business on their phones / without having access to everything. Is this possible?

Thanks,

Re: Can I create additional accounts for payment terminals

Summer2024 — Thu, 15 May 2025 18:30:30 GMT

Hi, @HHYFC !

Yes, this is possible through Square's Team Management and Team Plus features!

Here's how you can do it:

Basic Setup Process:

Enable Team Management:
- Log into your Square Dashboard
- Go to "Team" in your dashboard
- Set up Team Management (free) or Team Plus (paid, more features)
Create Team Member Accounts:
- Add new team members with their email addresses
- They'll receive an invitation to create their account
- They can download the Square Point of Sale app on their phones
Set Permissions:
- You can customize what each team member can access
- Set specific permissions for:
  - Taking payments
  - Viewing sales reports
  - Processing refunds
  - Accessing customer information

Available Permission Levels:

Basic Permissions (Free):
- Take payments
- Process returns
- View their own sales reports
Advanced Permissions (Team Plus):
- Custom permission sets
- View sales reports
- Issue refunds
- Access specific locations
- View/edit customer information

Important Security Features:

Each team member has their own login
You can track who processed which payments
Team members can't access sensitive business information
You can revoke access at any time
They can only access features you specifically allow

Best Practices:

Start team members with minimal permissions
Use unique email addresses for each team member
Train team members on proper payment handling
Regularly review team member activity
Update permissions as needed

Required Apps:

Your team members will need to download:

Square Point of Sale app (for iOS or Android)
Sign in with their team member account

I hope this helps!

Re: Can I create additional accounts for payment terminals

Saddia80 — Sun, 10 Aug 2025 00:33:33 GMT

Then what do the staff memebers do as they cant see the pay by my phone on the app - a bit confused what they do when they logged in next

Re: Can I create additional accounts for payment terminals

tranguyen — Thu, 21 Aug 2025 14:36:22 GMT

Sorry we missed your post @Saddia80!

If team members are not seeing the option to enable Tap to Pay, there are a couple of thing here:

Ask them to double check that their device is on the compatibility list
Confirm that their permission is setup correctly. You can check this on your Square Dashboard > Staff > Team > Team Permission. If you click into the permission you've set up, you will be able to check and uncheck permission set as needed.

Something to keep in mind when checking permission: try scrolling down to Account & Settings. From here, enable the permission and uncheck everything except "Configure hardware settings". Saved the change and asked your staffs to try again.

I hope this help but if not, let us know and we can look into this more for you!