How do I add an authorized representative?

[Nathan2019]

I called customer support regarding a $13,608 payment that has not been deposited into our business account. This payment was made in March.  I am not the owner of the company, but I am his assistant.  I was unable to have anyone look into this issue due to the fact I am not the Owner.  We do not want to add another person to this account. We keep things simple and in his name only.  The gal that answered the phone was corgal and did her job well, I'm disappointed, as I have everything to prove I use this account. I'm just not the owner, and I have a good amount of money sitting in limb, so I need help with. 

Kindly,

[MayaP · Accepted solution]

Hey @Nathan2019, thanks for reaching out. I’m happy to help, but to look into this further you would need to be authorized on the account. Square operates like a bank when it comes to account security, so we can only discuss account-specific information with the account owner or an authorized representative.

Option 1: From a team member profile:

1. Sign in to your Square Dashboard and go to Staff > Team > Team members.
2. Click a team member’s name.
3. Within the Permissions section of their profile, select Edit.
4. Toggle off Authorized representative.
5. Click Save.

Option 2: From business security settings:

1. In your Square Dashboard go to Settings > Account & Settings > My Business > Security.
2. Under Authorized representatives, select a team member’s name.
3. Within the Permissions section of their profile, select Edit.
4. Toggle off Authorized representative.
5. Click Save.

Just to clarify, has the payment not been deposited?

Once you’re added, I’m happy to help!