Staff receiving daily sales reports

We have a ladies Boutique, we have 2 admin, the owner and Exec Assistant. We also have 3 staff (one for weekdays, one for weekends and one for on call).  We really don't make enough yet to warrant spending the extra cost of Teams Plus, but we also don't want the staff members to get the daily sales reports. Is there a workaround?

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Square Champion

Solution

Without upgrading you only have 2 Permission Sets. The Owner and the Team Permissions. 

The Owner account would need to set Team Permissions to the very basic and remove any reporting. Here is a breakdown of permission sets: https://squareup.com/help/ca/en/article/5822-employee-permissions 

 

Then only the Owner account will be able to access the rest.

If you have multiple levels of team members that require different access/permissions then you will need to upgrade to Team Plus. 

Luke Nieuwland
Owner/Operator
https://www.whiskyrun.com/
Co-Founder
https://www.lakeeffect.ca/

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Square Champion

Solution

Without upgrading you only have 2 Permission Sets. The Owner and the Team Permissions. 

The Owner account would need to set Team Permissions to the very basic and remove any reporting. Here is a breakdown of permission sets: https://squareup.com/help/ca/en/article/5822-employee-permissions 

 

Then only the Owner account will be able to access the rest.

If you have multiple levels of team members that require different access/permissions then you will need to upgrade to Team Plus. 

Luke Nieuwland
Owner/Operator
https://www.whiskyrun.com/
Co-Founder
https://www.lakeeffect.ca/
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