I want the only user on appointments to be an employee not the owner

We are using free square appointments with just 1 person.

 

I want the one person to accept or decline appointments to be a user that has Team Permissions. how do I get rid of me (the owner) and give access to appointments to the employee?

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Hi @1hbomb

 

You're not able to remove yourself from the Team Member list. The only real workaround would be to edit the name and change it to your employee's name. However- they'd have to login with your email and password- sharing your credentials. 

 

Totally up to you if you're comfortable sharing that information. Are you able to get by with using Team Management instead of Team Plus? You can create a single role with Team Management and share it among multiple users. That might help your situation!

nika
Community Program Manager, Square
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Thanks for the suggestion @nika  but that's not really an option because If I give her my log in she'd have full access.

 

If I change my access to Team Permissions to give to her (which I'm not sure is possible) and make a new user with full access I see a message saying "This enables all permissions except managing transfers and bank accounts. Only the account owner can manage transfers and bank accounts." As the owner I'd obviously need this functionality.

 

 

 

 

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@1hbomb As the Account Owner, you'll still have full access to everything you need (bank and transfer information, reports, etc.). Having a Team Permission set up wouldn't take that away from your Account Owner status. But adding it on would give your employee(s) restricted access so they don't have to use your credentials.

 

What it comes down to is that you can login with your owner email and password, and the additional team permission you choose to set up is one that can be used for either one or multiple employees to have the same permissions at no additional cost.

 

Does that make sense?

nika
Community Program Manager, Square
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@nika I totally understand that. but it doesn't address my issue in any way.

 

My issue is I cannot give anyone other than myself/Account Owner control of the appointments. 

 

I don't need control of the appointments but a Team Member does

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@1hbomb You can have a permission where a team member can manage an entire team's calendars if that's what you're wanting them to have access to. When you create a new permission set, you can scroll to the Appointments section and see the different options.

 

If you need some additional help setting this up, you can always contact our Appointments team!

nika
Community Program Manager, Square
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