how do I disable my team from seeing the transaction screen

[bbutler222]

I want to be able to authorize any refunds etc. through the transaction screen. I have disabled this function in the team permissions but I am still able to access this screen without any trouble.

How do I disable this screen from my team viewing and potentially refunding sales without my permission?

Thank you!

[Frida]

Hello @bbutler222,

Good to see you posting in the Seller Community again,  welcome back! 😊

While there is no ability to completely remove the refund option from the screen itself, as long as your employees do not have the permission to refund and they are signing in from their own passcode, they will not be able to refund.

You will always see the option from your end because an account owner will always have full permission access no matter what.
 

However, I suggest trying to log in to the POS system with one of your employees passcodes so that you can walk through attempting a refund...it should stop you from doing so with a prompt window that indicates you'd need permission access to proceed. 

Let me know how else I can help! 😁

[bbutler222]

Hi Frida,

Thanks for the info.

When I go to the POS I am not logged in and I am still able to see the transaction screen.

I do not want my team to have access to this screen at all. I've gone into the permissions and have toggled off "Transactions" but it is still accessible. You mentioned I have full access but again I'm not logging in.

Please let me know what I'm missing. There is information on this screen I do not want my team to be privy to.

Thank you so much!

[Kassi_]

Hey @bbutler222, 

I am going to step in for Frida on this one. 

What kind or permissions do you have set up for your employees or their roles? This will be the key to limiting their access to your transactions. 

You can access these permissions through your Dashboard > Team > Permissions.

I will keep an eye out for your reply👀. 

[bbutler222]

Hi Kassi!

Thank you so much for helping me. I have attached a screen shot of the team permission screen on my square dashboard. I have toggled off most of the items yet they can still see the transactions. 

What am I missing?

Thank you for your time!

[Kassi_]

Thank you for sending this over to me, @bbutler222. 

Have you logged out and back into the account after making these changes? Make sure you're signing in as an employee and not your owner account. 

Also, are you wanting employees to not access any transactions? Or just ones they do not take? 

When they are logged in, they can see the transactions they've taken on their device. They won't have access to all transactions across all devices. 

[bbutler222]

Hi Kassi,

Do you mean sign off. Totally out of the system and login back in using my username and password?

There is no reason for them to access the transactions. We are an ice cream store so we all help each customer. If there needs to be a refund or exchange I want to be the one to access those transactions.

I will try and log totally off the system when I'm back in the store. If that doesn't work then what are my options. There is a toggle off for this function and it works on all the other screens so I don't know why it's not working on this one.

I'll get back to you tomorrow. Thank you for all your help!

[Kassi_]

@bbutler222 

Yes, you would completely sign out of the system after making changes in your Dashboard. 

I will keep an eye out for your reply👀. 

[bbutler222]

Good morning! I signed out and back in. Anyone can still access the transaction screen. 
I’m not sure what the purpose of allowing team members to access this screen other than for them to refund a sale, which I would want to do or a manager. 
So I guess there is no way to turn access off to this screen. 
Thanks for all your help! 

[Kassi_]

Thank you for trying that, @ bbutler222- 

I can get this tagged as a Feature Request for our Product team since it's not available in our current set up. 

Have a great day! 

[bbutler222]

Thank you Kassi that would be awesome!

[bbutler222]