thread Re: How can I restrict sales data from my team but also allow them to see their tips? in Archived Discussions (Read Only)

How can i hide "reports" from employees using the point of sale app?

ttops — Mon, 19 Feb 2018 18:29:13 GMT

How can i hide "reports" from employees using my point of sale app?

Re: How can i hide "reports" from employees using the point of sale app?

RHatch — Sun, 28 Jul 2019 01:02:33 GMT

If you are using Team Management, go to Team / Permissions / Click on the permission set you want. Scroll down until you see "View Reports" and Uncheck it.

Re: How can i hide "reports" from employees using the point of sale app?

ttops — Mon, 19 Feb 2018 21:35:45 GMT

Okay thank you. Im not using it yet but will be shortly.

HELP! How do I keep my employees from seeing all my report numbers?

jacdzg2 — Sun, 18 Aug 2019 15:17:22 GMT

How do I keep my employees from seeing all my report numbers? I have assigned permissions etc... but now sure how to turn them on so they do not nose around all my sales information. How to I set it up so they have to sign in. I own the POS for retail but am still using the old POS site b/c that is what my employees know right now. Can anyone help me?

Re: HELP! How do I keep my employees from seeing all my report numbers?

ashc — Mon, 19 Aug 2019 15:28:07 GMT

Hi @jacdzg2!

I moved your post to an existing thread in our Community about hiding reports from your employees/setting up Team Management.

You can learn more about Getting Started With Team Management here.

Can I limit employees on what they can see in square?

Patrick021 — Fri, 27 Dec 2019 22:12:35 GMT

Can I limit what my employees can see in square?

Re: Can I limit employees on what they can see in square?

Kassi_ — Sun, 29 Dec 2019 18:51:24 GMT

Hi there @Patrick021 -

I have moved your post to a board about this topic. Please check out the Best Answer by @RHatch on how to set up your Team Permissions.

Also, here is an article for more information on Team Permissions.

Re: How can i hide "reports" from employees using the point of sale app?

TwistedRail — Sun, 14 Nov 2021 02:04:04 GMT

So, I do not have view reports checked, but my employees are still able to see all my sales info. This is infuriating and it's the second time it's happened.

Re: How can i hide "reports" from employees using the point of sale app?

Arie — Mon, 15 Nov 2021 01:02:54 GMT

Hey @TwistedRail,

Sorry to hear you're still having trouble with this setting! Have you turned on passcodes on the point of sale you're seeing this issue at? To check, open the Square app and tap More > Settings > Security > ensure that Passcodes are turned on. Please let us know how you go!

How can I restrict sales data from my team but also allow them to see their tips?

TwistersCoffee — Wed, 17 Nov 2021 22:30:51 GMT

I am looking for a way to restrict access to all of my sales data while also allowing them to see their tips. I have a coffee shop and I allow my employees to cash out their card tips daily, so they need to be able to view their tips for the day. However I do not like them being able to see all of the sales data for the business. I Have not been able to find a way to do this. Has anyone encountered this? Thanks!

Re: How can I restrict sales data from my team but also allow them to see their tips?

Goldneye — Thu, 18 Nov 2021 15:04:59 GMT

HI, hopefully these Square Support pages will help. Team Management and Permission Sets.

https://squareup.com/help/us/en/article/5591-get-started-with-employee-management

https://squareup.com/help/us/en/article/6170-delegated-employee-management

https://squareup.com/help/us/en/article/5822-employee-permissions

Re: How can I restrict sales data from my team but also allow them to see their tips?

Bodacious — Fri, 02 Jun 2023 22:29:54 GMT

I have the same problem. I have tried to find an answer with no luck. I came in yesterday and found the girl going through the totals for the day before. Not sure how to suppress that on a shared POS. In addition, one of them hit the transfer now button and sent the funds to my bank at a faster higher rate.

I want to suppress them seeing the totals on the shared POS and not allow a shared POS to determine how the funds are sent to me, i.e., fast transfer, etc. Any ideas?

Re: How can I restrict sales data from my team but also allow them to see their tips?

Candlestore — Sat, 03 Jun 2023 16:24:30 GMT

@Bodacious ;

The answer below that Goldeneye gave in message 11 of 13 on here should have pointed you in the right direction where you could have had this issue fixed yesterday. I also responded to your other post asking this same question which is similar to Goldeneye's answer from 11-2021. Either way these answers if followed should be able to keep employees out of your finances and other sensitive information. Even the Best answer for this feed says to use Team Permissions.

Goldeneye gave you links to the articles and I gave you a link too which ended up being the same one Goldeneye gave you below to assist you in setting these features up on your account.