View only customers permissions not being carried into Transactions. Bug?

nell_a — Sun, 21 Sep 2025 13:13:28 GMT

View only customers permissions not being carried into Transactions. Bug?

I've noticed if a user's Customers permissions is set to view-only rights, he can still edit Customers if he accesses them via Transactions. This is therefore a loophole that requires closing. Please inform your product team.

Thank you

Re: View only customers permissions not being carried into Transactions. Bug?

tranguyen — Fri, 23 Apr 2021 09:31:25 GMT

Hi @nell_a, thanks for flagging this!

I'm testing out a few things on my end and I would like to get a bit more information to make sure I'm not missing anything and so that I can raise this to the appropriate team for it to be resolved as well. Can you let me know:

Is this happening when the Team Member view Transactions on their Dashboard or within the Square Point of Sale app?
Within their permission for Customers, aside from View customers, is there anything else that's ticked for them?
Aside from Customers, are they granted any other permission?

For context, when I test this on my end, I create a team member profile who only has the ability to view all completed sales transactions from all team members and view customers. Under this permission, I wasn't able to see any customer information when viewing Transactions on Dashboard. I was able to add a customer to sale when ringing up a payment on the Square Point of Sale app, but it ask me for a four-digit code if I try to tap the edit button, and all the information were blanked out. As such, I want to double-check with you to be sure I can reproduce this issue and flag it.

thread Re: View only customers permissions not being carried into Transactions. Bug? in Payments Troubleshooting

View only customers permissions not being carried into Transactions. Bug?

Re: View only customers permissions not being carried into Transactions. Bug?