Permissions setup to allow 2 Full-Access Team Members

[XYZ1234]

The title of this thread has been edited by a Square Moderator from the original: "Permissions"

We are a very simple organisation with:

• An account Owner with full access - that's set up.
• A team of 50 who use payment terminals to take transactions ONLY - Teams permission set up
• A Financial Controller with full access (so that he can reconcile reports with our bank statements) - that cannot be set up without getting embroiled with "Advanced Access".

I've given up with Square Support who do not understand this.

I've given up with the online support because it contradicts what the system says.

Any ideas how this can be set up?

[_Violet · Accepted solution]

Hi @XYZ1234 - Thanks for reaching out to the Square Community. My name is Violet and I'm one of the Moderators here. I see this is your first post, so I'd like to officially welcome you! 🎉

As for your permissions question, I understand you'd like the Financial Controller to have full access, in addition to the Account Owner, while the rest of your team members share a permission set with the same level of access as one another. Because more than one person can't be listed as the account owner at the same time, and share the same permission set, you'd have to create a separate permission set for the Financial Controller. Additionally, you'd have two separate permission sets for the Financial Controller and the rest of the team, and this would indeed require an Advanced Access subscription. If you're interested in exploring this setup, you can start a 30-day risk-free trial here.

I hope this information is helpful, but please do let me know if you have any additional questions.