thread How do I hide reports from employees? in Archived Discussions (Read Only)

Is there a way to restrict employees' access to the new Sales Report in the Point of Sale App?

ResetArcade — Fri, 16 Aug 2019 21:46:01 GMT

Is there a way to turn that off? I like the idea, but I don't necessarily want my employees having access to all that information, for various reasons.

Re: Improvements to the Sales Report in the Square Point of Sale App

meredithk — Wed, 14 Aug 2019 23:39:40 GMT

I agrees with @ResetArcade, it is a good idea, but we don't want our employees to necessarily see that information either. Hopefully there is a way to turn it off.

Re: Improvements to the Sales Report in the Square Point of Sale App

Helen — Fri, 16 Aug 2019 00:21:16 GMT

@ResetArcade @meredithk Yes you can restrict your team's access to this report with Team Management features:

From the Team section of your online Square Dashboard > click Permissions > then select a role. (Or click Team Permissions to edit that role.)
Scroll down to Access Shared Point of Sale > uncheck the box next to View Reports.
Click Save to save your changes.

How do I hide reports from employees?

simone0321 — Fri, 06 Mar 2020 14:37:47 GMT

How do I keep reports private from employees?

Re: How do I hide reports from employees?

JustinC — Sat, 07 Mar 2020 20:17:34 GMT

Hi @simone0321 - With Team Management, you can restrict access and visibly into certain areas of the POS, including the Reports tab. Check out the best answer on this thread for steps!

I have a sm biz where we all use Square readers. They’re linked to my biz account and they can see

snflwr — Wed, 12 Aug 2020 02:09:42 GMT

Re: I have a sm biz where we all use Square readers. They’re linked to my biz account and they can s

snflwr — Wed, 12 Aug 2020 02:10:28 GMT

I wNt yo stop the staff from having access to my biz accounts.

Re: I have a sm biz where we all use Square readers. They’re linked to my biz account and they can s

ashc — Thu, 13 Aug 2020 11:33:18 GMT

Hey @snflwr,

Check out our Team Management options here from the Support Center.

Re: I have a sm biz where we all use Square readers. They’re linked to my biz account and they can s

Vstiff — Tue, 26 Jan 2021 20:53:15 GMT

I have been using Square for our campuses to sell books. We also didn't want the volunteers to have access to all the dashboard things. Team member permission was working until I downloaded an updated Square app... This set up is completely different than on the other ipads. Now, I log in to the location using a device code and go to settings, I can change everything without logging the account password. I can add Gift Cards, Open Tickets, Time Tracking... I liked the other way the system was set up. What am I doing wrong?

Re: I have a sm biz where we all use Square readers. They’re linked to my biz account and they can s

sayra — Thu, 28 Jan 2021 00:16:27 GMT

Hey @Vstiff - Sounds like there are some setting configurations we can help with. Take a look at these Custom Permission Sets here for more details on how you can manage your team/pos permissions.

If this doesn't help, I suggest calling our Customer Success Team to walk you through more troubleshooting steps.

Have a great day! 😃