Is there a way to restrict employees' access to the new Sales Report in the Point of Sale App?

[ResetArcade]

Is there a way to turn that off? I like the idea, but I don't necessarily want my employees having access to all that information, for various reasons.

[meredithk]

I agrees with @ResetArcade, it is a good idea, but we don't want our employees to necessarily see that information either. Hopefully there is a way to turn it off. 

[Helen · Accepted solution]

@ResetArcade @meredithk Yes you can restrict your team's access to this report with Team Management features: 

1. From the Team section of your online Square Dashboard > click Permissions > then select a role. (Or click Team Permissions to edit that role.)
2. Scroll down to Access Shared Point of Sale > uncheck the box next to View Reports.
3. Click Save to save your changes.

[simone0321]

How do I keep reports private from employees?

[JustinC]

Hi @simone0321 - With Team Management, you can restrict access and visibly into certain areas of the POS, including the Reports tab. Check out the best answer on this thread for steps!

[snflwr]

Hi

[snflwr]

I wNt yo stop the staff from having access to my biz accounts. 

[ashc]

Hey @snflwr,

Check out our Team Management options here from the Support Center.

[Vstiff]

I have been using Square for our campuses to sell books. We also didn't want the volunteers to have access to all the dashboard things.  Team member permission was working until I downloaded an updated Square app... This set up is completely different than on the other ipads. Now, I log in to the location using a device code and go to settings, I can change everything without logging the account password.  I can add Gift Cards, Open Tickets, Time Tracking... I liked the other way the system was set up.  What am I doing wrong?

[sayra]

Hey @Vstiff - Sounds like there are some setting configurations we can help with. Take a look at these Custom Permission Sets here for more details on how you can manage your team/pos permissions. 

If this doesn't help, I suggest calling our Customer Success Team to walk you through more troubleshooting steps. 

Have a great day! 😃