I've read through several help articles and searched the community, but not finding an answer to my question.
Does an authorized representative have the ability to handle disputes or is that only a permissions setting under teams? If I have to specifically turn that permission on, I would be required to give all of my employees full access, which I don't want/need. I only want my biller or my practice director to have this capability, but I would then be forced to subscribe to Teams Plus since the free version doesn't allow for permission/role customization.
Hey @metalshrink. Here is a link to the Square Help Document on Authorized Representatives vs. Full Access Team Members. A little clarification might be in order, however.
While an Authorized Representative is authorized to speak/deal with Square on your behalf, if that person also needed to go to your dashboard and bring up transactions details, etc, then they would need dashboard access just as any other team member. So, in that case, you would have to upgrade to Teams Plus so that you could add that permission set.
If, however, you were ok with accessing and printing out the information needed so that you could provide it to them Authorized Representative, the just setting them up as an AR would suffice. Hopefully, disputes are not a regular thing for your business and you could save yourself a little money monthly by going this route.
Let me know if you have any other questions.
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