Outsource square marketing

I'd like to outsource my Marketing. All of my marketing is done through Square. Is there a way to grant access to square where they can only have access to the marketing and website features?   

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Square Champion

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Hi @DoughHookMeat.  There sure is.

 

From your online dashboard, go to Staff & Payroll > Team > Team > Permissions.  Create a new permission set, but instead of picking a Permission level, click on the Customize button at the top.  You’ll need to turn OFF everything you don’t want them to have access to, and turn on and customize both the Online and Marketing permissions.  Then save this permission set.

 

Now you’ll add a new team member.  Be sure to enter their email address so they can set up a password for their Square account with your business.

 

That should do what you want.  Let me know if you have any other questions.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

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Square Champion

Solution

Hi @DoughHookMeat.  There sure is.

 

From your online dashboard, go to Staff & Payroll > Team > Team > Permissions.  Create a new permission set, but instead of picking a Permission level, click on the Customize button at the top.  You’ll need to turn OFF everything you don’t want them to have access to, and turn on and customize both the Online and Marketing permissions.  Then save this permission set.

 

Now you’ll add a new team member.  Be sure to enter their email address so they can set up a password for their Square account with your business.

 

That should do what you want.  Let me know if you have any other questions.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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