How can staff members have full access to invoices without accessing the Dashboard?

[scottishguided]

Can a staff member create a "new client' profile, create an invoice and send it without having access to the Dashboard?  

Many thanks in advance 

[The title of this thread has been edited from the original: Staff Invoicing without Dashboard access]

[Breffni · Accepted solution]

Hi @scottishguided 👋 thanks for your post. 

Yes, with Team Permissions you can give your team member full invoice access but not Dashboard access. With invoice access, team members can create, edit and send invoices to customers from the Dashboard or invoices app. You can learn more about the available permission sets here. 

You can enable this permission from your online Square Dashboard:

1. Visit Staff > Team > Permissions in your online Square Dashboard.
2. Select Team Permissions.
3. Create or generate a random team passcode. Record and share this passcode with your team.
4. Select the permissions that you’d like all team members to have. If a team member tries to access an area that you haven’t selected, they’ll need a passcode from a team member with the correct permissions enabled to proceed.
5. Click Save.

If you plan to have multiple employees with different assigned permission sets, you'll need a paid subscription, but if you need just one set, you can use the free version of the software. 

I hope this helps, let me know if you have any questions.