Give team permissions to add new team members

[timmo]

I am using the Free plan. I want to be able to give team members permissions to add other team members. I can only do this assigning Full Access to Team Permissions. 

Even if I enable the Create, edit and remove team members permission, team members cannot see any existing team members - the list is empty. If they try to add a team member, they cannot see any Permission Sets in the list so cannot proceed.

What's going wrong? Can I do this without full access?

[Summer2024 · Accepted solution]

Hi, @timmo ! 

To answer your question, even though you've enabled the permission “Create, edit, and remove team members”,
your team members still can’t see the team list or assign permission sets because:

Only users with Full Access (the account owner or those explicitly granted all permissions) can:

• View the full list of team members

• Assign permission sets

• Manage roles and permissions properly

When your team member tries to add someone, and sees no available permission sets, that’s because creating or assigning permission sets is restricted unless they have Full Access.

Even if you check the “Create/edit/remove team members” box, Square does not grant access to manage roles or assign permissions unless:

• You're the Account Owner, or

• The team member has been given Full Access

This is Square's way of protecting sensitive administrative functions, like assigning rights that could affect billing, payroll, or sensitive data.

Here is what you can do: 

Assign Full Access Temporarily (With Caution)

You can give temporary Full Access to a trusted team member, let them complete team setup, and then revert their access afterward.

Upgrade to Team Plus (Paid Plan)

Square’s Team Plus plan includes:

• Full team permission management

• The ability to create custom permission sets

• Letting non-owner managers handle staff without giving them full account control

If you’re managing a growing team and want to delegate admin tasks without giving away full system access, this upgrade may be worth it.

I hope this helps!