I am a bookkeeper and manage books for multiple clients who also use Square. One of my clients has added me as an account representative in order to connect their accounts to bookkeeping software (via a Square app). Can I be added to multiple clients' accounts using the same email address or would each require a unique email address? If the same address works, what differentiates the target account at login? Thanks in advance for any insight.
@LedgerMetrics From what I understand, currently your email account can only be tied to one account. There is no way to delineate which master account you would be signing into when you put in your e-mail and password.
I would recommend one of 2 solutions:
1. If you control your domain name and e-mail provider, I would use an e-mail alias that forwards to your main account. I use this to do hiring as I have multiple locations and use the alias to know which provider (indeed/monster) the leads are coming from. I use gsuite and this is super easy to set up and virtually free.
2. Set up free e-mail accounts and I would make the e-mail address some sort of organized nomenclature like ClientName.Square@gm****.com or etc. That would make it easy to keep organized. You could use the same password for each I think without any trouble, not that I would recommend that.
I can see that square keeps it this way because 1 compromised e-mail account could open up a slew of other accounts to security risks. This makes it very simple for the account owners to maintain security and control of the accounts.
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