thread Can I prevent employees from issuing refunds? in Archived Discussions (Read Only)

Can I prevent employees from issuing refunds?

MattBrown — Thu, 06 Feb 2020 19:43:57 GMT

The title of this post has been edited by a moderator.

Hi -

I have a department requesting to use square out in the field & I want to make sure that they can not perform a withdrawl from the linked bank account by issing a credit or refund. Is this possible?

Thanks - Matt

Re: Can I prevent employees from issuing refunds?

nika — Thu, 06 Feb 2020 19:50:47 GMT

Hey @MattBrown! You sure can enable a permission that would prevent that particular department from issuing refunds.

You'll want to head set up your Team Permissions first from your Dashboard. It sounds like you'll probably be able to use the free version of Team Permissions and create one passcode that can be shared by those in the particular department you're referring to.

When you're creating a permission in your Dashboard, you'll see under the Transactions section that you can uncheck Issue Refunds so that those assigned to that permission will not be able to issue refunds from the POS. That screen looks like this:

This should accomplish what you're looking to do! Please let us know if you have other questions.

Refund, PIN request

Able — Fri, 13 Mar 2020 13:27:59 GMT

OPTIONAL, a PIN (preset) is requested for refund.

This prevents unauthorized, or unwanted/mistaken refunds.

Re: Refund, PIN request

ashc — Fri, 13 Mar 2020 13:42:11 GMT

Hey @Able,

I moved your post to an existing thread on how to set up Team Management to block employees from issuing refunds.

This should help you since you can set a permission to not allow for them.

Re: Refund, PIN request

Able — Fri, 13 Mar 2020 15:20:39 GMT

Thanks ashc

Well, I have a single terminal, and I am the only user, no team. Just, I need a PIN/PASSCODE for refund, to prevent unauthorized refund.

Could you explain step by step.

Thanks