Saved Cart cannot be viewed by all logged in employees

When a logged in employee saves a cart and the next day a new employee logs in, they cannot view the saved cart.  Only the employee who saved it can see it under their login.  How do I fix this?

580 Views
Message 1 of 2
Report
1 REPLY 1
Square Community Moderator

Hello there @RossC1 

 

To make open Checks available to all team members you would need to make sure that they are all using the owner login and using Team Management passcode instead of using individual logins. 

 

Here's how to enable Passcodes on Square Point of Sale: 

 

  1. From the navigation menu, tap More.
  2. Tap Settings > Security > Passcodes.
  3. Toggle on Allow Team Passcode. Note: An owner passcode or full access passcode is required to turn this permission on.
  4. By default, your team will only have access to accept payments, while all other actions will require an Owner’s passcode. If you’d like to grant your team members permissions like issuing refunds or viewing reports, tap Edit. You’ll be directed to Permissions in your online Square Dashboard on a mobile browser.
  5. Create a Team Passcode for team members using a shared point of sale > select what you’d like to grant access to.
  6. Tap Save > return to the Square Point of Sale app.

 

At this point, any team member using the Team Passcode will be able to accept payments and access areas and functions of the point of sale you’ve selected for Team Permissions. If a team member needs to access any restricted areas or take a restricted action, you’ll need to enter the owner passcode with the correct permissions enabled.

 

Personal passcodes allow you to require team members to use a passcode for certain actions. On top of that, your team members will be able to log in to the Square app without an email address or password on any device paired to your business location. Note: The permission set you have assigned to a team member is associated with their personal passcode.

 

I hope this information is helpful!

JJ
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
530 Views
Message 2 of 2
Report