thread How do I add additional people to manage orders from online store? in Archived Discussions (Read Only)

How do I add additional people to manage orders from online store?

ActiveRelease — Tue, 11 Feb 2020 21:58:55 GMT

It appears there is only one account with Square/Weebly that can access orders. We have a separate person that manages the actual printing of our product and shipping. He needs access to know there is an active order, so that he can add the tracking number, and close it out. We want to avoid giving the main account information since there is access to everything. Please help! Thanks!

Re: How do I add additional people to manage orders from online store?

ActiveRelease — Wed, 12 Feb 2020 15:24:43 GMT

I'm glad I can answer my own question! After more digging around, I found that from your dashboard, Team, either Create Team Member or click on a team member, you will want to scroll down to "What can FirstName do with Square? Set up Permissions. This wasn't set automatically as the users already added only had a pin in order to take payment at our physical store. You can only assign "Team Permissions" without upgrading to something else. The user will then receive an invite and then will have access to the Orders tab!

Re: How do I add additional people to manage orders from online store?

isabelle — Thu, 13 Feb 2020 00:45:20 GMT

Thanks @ActiveRelease! 😊

Learn more about Team Management and Permissions here.