How to access client's account

[ChaCha10]

Hi
My client added me as an Authorized Representative for his company's Square account. He wants me to go in and set up all the sales options..

I received the email from Square, however, no indication of where/how I get into the account.  I signed up for my own Square account using the email he authorized, thinking that there would be some kind of "connection" there based on the email address... but, nothing shows up in my account.

I can't really find any info on this.... can anyone give me some guidance?!  

[Goldneye]

HI, hopefully this Square Support page will help.  I believe he would need to setup Team Management with Team Permissions.

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

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

[ChaCha10]

Ah that makes sense...thank you.

[sayra]

Hey @ChaCha10. If your client set you up as a Team member, you should have received an email with further steps to create your password. Did you get this email? 

My suggestion is to have your client call us so we can walk them through the setup process and check their permission sets. 

Thank you @Goldneye for providing the above articles, these are always helpful. 

Let me know if you have any other questions. 

[ChaCha10]

Thanks !!! Will do that : )