thread Re: Hide Transaction from employee in Archived Discussions (Read Only)

Hide Transaction from employee

BFB — Mon, 18 Sep 2017 17:48:29 GMT

Hello! I am wondering how to hide transactions from employees either mobile or with a limited role. I have individuals going back and looking through things they should not be...

I have access denied on other areas.

Thanks.

Re: Hide Transaction from employee

RHatch — Mon, 18 Sep 2017 18:18:56 GMT

Transactions is the one thing you can not limit access to. Even with all permissions off they can still view transactions.

Re: Hide Transaction from employee

gabriel4101 — Mon, 18 Sep 2017 18:26:08 GMT

You can show only what you want them to have access to. My employees can take payments and send reciepts only. look under employee settings. each employee has to be give certain permissions

Re: Hide Transaction from employee

nikkichanel — Wed, 09 May 2018 15:10:14 GMT

Did you ever figure this out? I'm having the same issue.

Re: Hide Transaction from employee

EJ_ — Thu, 10 May 2018 19:03:29 GMT

Hi @nikkichanel

There hasn't been any updates around this, as your mobile cashiers will still be able to view payments.

It's important to remember that the transactions they see are only the payments that they've taken themselves, and not the full list of payments taken on your master account.

Can you provide details on how this feature would help you?

Re: Hide Transaction from employee

nikkichanel — Thu, 10 May 2018 19:26:19 GMT

Hi, I have an employee that calculates all of his transactions to see how much we've made. Even though he took the payments, I don't want him to have access to go back and get an exact account of what I made. I don't know what he's using the information for, but I'd rather restrict this feature for his account. I think employers could benefit with this feature because a lot of employees have bad intentions. It's not an employees job to worry about how much the business is earning. I'm sure the employee could still ring up a customer and make a mental note about how much was made, but most likely they'll forget and not get an accurate account of the financials for that day. This particular employee is a family member, which makes me want this feature even more.

Re: Hide Transaction from employee

EJ_ — Mon, 14 May 2018 18:28:21 GMT

Thanks for sharing your business need @nikkichanel

I'll let our Employee Management team know that this is something you'd like to see in the future. Hopefully we can get this prioritized for everyone, as it's come up a few times recently.

Re: Hide Transaction from employee

SWillmers — Sun, 09 Feb 2020 13:52:50 GMT

I have employees who look through transactions as well. They only see the 5 most recent ones but can still do the calculations and figure out daily sales, which is confidential.

Thay can only view the 5 most recent transactions without a passcode so why not limit access altogether?

Re: Hide Transaction from employee

Ash176 — Thu, 19 Nov 2020 16:45:57 GMT

Hi,

Was there an update on this?

This needs to be looked at ASAP. As transactions need to be locked.

Thanks,

Ash

Re: Hide Transaction from employee

ashc — Thu, 19 Nov 2020 18:00:42 GMT

Hi @Ash176,

I'd recommend looking into our Team Management options here.

You can set your employees up with this and set permissions to what they can/can't see.

Re: Hide Transaction from employee

FoxandLion — Sat, 19 Dec 2020 23:56:30 GMT

Hi, I'm having the same issue. I don't understand why it's an option under team permissions to turn off access to transactions but then they can still see them. If you can restrict access to other areas why would this be part of the paid permissions?

Re: Hide Transaction from employee

Tania — Thu, 09 Dec 2021 22:44:17 GMT

Any updates on this feature? I have contact Square support today the answer was:

If the employee behaves like that he should not work for you.

Re: Hide Transaction from employee

Kknj — Sun, 21 Aug 2022 05:42:01 GMT

I totally agree, I restricted the transactions but still there open to look at even the employees are logged in to their names

Re: Hide Transaction from employee

Kknj — Sun, 21 Aug 2022 05:44:27 GMT

Wtf

Re: Hide Transaction from employee

knieuwoudt — Sat, 27 Aug 2022 12:48:46 GMT

Has anything been done about this yet? The question was first asked in 2017. It’s now 2022. Why can’t we hide the complete transactions list in permissions? Come on Square!

Re: Hide Transaction from employee

RobynR — Mon, 29 Aug 2022 15:25:47 GMT

Hey @knieuwoudt,

Thanks for being a member of the Community.

You are able to set up permissions for your team members and disable their ability to view transactions from your Dashboard. It will look like the image below. Team Permissions requires a passcode to take certain actions, but individual team member sales, tips, and other point of sale actions won’t be tracked.

To set permissions for anyone accepting payments as a team member:

From your online Square Dashboard:

Visit Staff > Team > Permissions in your online Square Dashboard.
Select Team Permissions.
Create or generate a random team passcode. Record and share this passcode with your team.
Select the permissions you’d like all team members to have. If a team member tries to access an area you haven’t selected, they’ll need a passcode from a team member with the correct permissions enabled to proceed.
Click Save.

At this point, any team member using the set Team Passcode will be able to accept payments and access areas and functions of the point of sale you’ve selected for Team Permissions. To access restricted areas and functions, you’ll need to enter a passcode with the correct permissions enabled.

Please let me know if this helps.

Re: Hide Transaction from employee

knieuwoudt — Sun, 23 Oct 2022 18:12:51 GMT

My employee can see the last 5 transactions and writes them down because she said she’s “curious”. We live in a small town and I don’t want my numbers discussed by the whole town!!!! Can you please let us know if there is an option to hide every transaction and not leave any visibility whatsoever. I don’t want my numbers visible to anyone but myself.

Re: Hide Transaction from employee

knieuwoudt — Sun, 23 Oct 2022 18:30:10 GMT

We already have a passcode to acces square, then they have to log in with their unique passcode. I did this a while ago, so “transactions” is OFF under permissions, but they can still see the last 5 transactions! Is there another step to follow to hide recent transactions from employees?

Re: Hide Transaction from employee

Kknj — Sun, 23 Oct 2022 21:24:58 GMT

Yes! That’s exactly my thought. Why not just completely get rid of any transactions. The employee can take a picture of it and compile everything and it’s pretty much not “hidden”. It’s pretty stupid. And nothing is being done about it.

Re: Hide Transaction from employee

Kknj — Sun, 23 Oct 2022 21:27:50 GMT

Still shows 5 transactions. So it doesn’t really help!