Add a person to work on website without giving my password

Hello. Is there a way to add someone to work on my website, I don't want to just give them my password. How can I keep my information private? Thank you

 

 

 

 

 

 

 

** Note: The title of this post has been edited from "add a person to work on website **

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Square Champion

Solution

HI @BusyBeeFlowers 

 

So this information is taken from this post, but here are the steps to get started. 

 

This does require a "Team Plus" subscription or it will not work (https://squareup.com/help/us/en/article/5579-subscribe-to-employee-management

 

  • Go to Staff > Team > Permissions
  • Click the “Create Permissions Set” button
  • Add a Permission Set name
  • By default “Checkout” is selected and some of the options are checked.  You can uncheck some of the options but 4 of them will remain checked. 
  • Click on “Online” on the permissions menu, and set the slider to On.  The word “Active” should appear next to the “Online” setting in the menu
  • Click Continue 
  • On the Choose Access Points page uncheck Shared points of sale and Mobile point of sale. Leave Dashboard checked.  Click Save
  • The new permission level should appear in your list
Dan
CoatingWorx
Square Super Seller
Check out Square support center for additional help.




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Square Champion

Solution

HI @BusyBeeFlowers 

 

So this information is taken from this post, but here are the steps to get started. 

 

This does require a "Team Plus" subscription or it will not work (https://squareup.com/help/us/en/article/5579-subscribe-to-employee-management

 

  • Go to Staff > Team > Permissions
  • Click the “Create Permissions Set” button
  • Add a Permission Set name
  • By default “Checkout” is selected and some of the options are checked.  You can uncheck some of the options but 4 of them will remain checked. 
  • Click on “Online” on the permissions menu, and set the slider to On.  The word “Active” should appear next to the “Online” setting in the menu
  • Click Continue 
  • On the Choose Access Points page uncheck Shared points of sale and Mobile point of sale. Leave Dashboard checked.  Click Save
  • The new permission level should appear in your list
Dan
CoatingWorx
Square Super Seller
Check out Square support center for additional help.




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Square Community Moderator

Hi @Minion  – Thanks so much for hopping in with the helpful steps!

 

This is great info, and I really appreciate you taking the time to share it with the community 🙌

 

 

MayaP
Square Community Moderator
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Square Community Moderator

Hey @BusyBeeFlowers  – Thanks for reaching out! Check out @Minion 's reply for help. Let me know if you need anything else!

MayaP
Square Community Moderator
Sign in and click Mark as Best Answer if my reply answers your question
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