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?
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.
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.
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