Additional user to my account

[mcdanielmh]

HELP!!! Quick question: I need someone to be able to make charges/invoices for me on my account (book sales) in my absence. I have sent him a Square card reader. How does he access my account? My email address? I have already listed him as an "employee" and provided his e-mail address, cell # and have assigned him a passcode. When he loads the app and goes to sign in, what info will he use to gain access. Thank you!!!

[ashc]

Hey @mcdanielmh! Welcome to the Community.

If you've already set him up as an employee and invited him via email- it would have him sign up under his own email and password!

You can edit what permissions and settings you want him to have from your Online Dashboard under > Team.

I hope this answers your questions for you!

[JennyRhineHall]

I am the owner of our Square account as this is my business.  However, I need my General Manager to access our account via the POS so that she can sign in to see incoming Online Orders when she's at our physical location to fulfill.

I've tried adding her as an Authorized User, but that doesn't help at all in this instance.

I don't think that I need to give my username and password to my employee's working at the store just to see Incoming Order information.  Am I missing something?   How can I add users and increase their capabilities with out giving them full access like me?

[ashc]

Hey @JennyRhineHall and welcome to the Community!

I moved your post to an existing thread where another seller had the same question.

I'd recommend adding this manager as a team member to your account.

This way you can set them up with their own logins and permissions on what you want them to be able to do.

This article goes over our Team Management features and which tier would be best for you.

[JennyRhineHall]

Thank you @ashc for addressing my question, I have added the 3 members of or team to the Team Member field however am still unclear on how they create their own profile or login, as well as monitor what they're able to access, etc.

@mcdanielmh have you resolved this issue?

[pessosices]

@JennyRhineHall 

If you go into your web dashboard, then Team, then Permissions, you can assign roles with different things that they are allowed to do, such as see reports & log in on their own.

You would then assign those roles to individual Team Members by clicking on each person in the Team section.

Hope this helps,

Pesso

[JennyRhineHall]

Thank you @pessosices Pesso, however when I click on each team member in the Team Member section, all that pops up is their name, number, email, and then their Team ID.  No other location to add specific team members to specific roles/permissions to specific members.

I have deleted and re-inputted everyone in case the Team Plus membership on Square wasn't activating for existing names I had in the system.

I have created a subset of Permissions, however there is no way for me to assign specific team members to these different permission categories.  Am I missing something?

[pessosices]

@JennyRhineHall 

When you click on the individual Team Member, a sidebar should show up on the right side of the screen, on your web dashboard.

There should be a place to assign location & choose permission role for that person.

Can you share a screenshot of what you see when you click on an individual person?

[JennyRhineHall]

Thanks @pessosices - something must not be showing up for me.  Take a look at screenshot, I have entered her number and email, just blanked out for privacy sake.  I do not see the additional bar you are mentioning.

[pessosices]

@JennyRhineHall 

Yup, so you see the "What Does ___ Do At Your Business" "Set up time, wage, Permissions, and more"

Click Complete Setup and it'll walk you through it

[JennyRhineHall]

@pessosices

I see, thank you!!!  I'm not utilizing the clock in/out function, so didn't want to totally complete, but have inputted role and we're all good now.  Thank you!

[pessosices]

@JennyRhineHall 

Totally - we don't use clock in/out either-

Glad that worked! Enjoy!

[JennyRhineHall]

@pessosices

Another question for a permission ability.  We have orders coming through our Online Store, as people are purchasing product on our website, and then picking it up.  There is no permission that I can see that is for fulfilling or viewing "Orders" in our system.  Is there a way I can do this?  I have been trying to enable the "Online Store" but the system won't let me unless I grant full access to the account.  All I need this role to be able to do is to sell items from the tasting room and then prepare orders from the online store, for pick up.

Let me know, thank you.

[pessosices]

@JennyRhineHall 

As far as I know, there's no extra steps to allow Team Members to fill Online Orders (at least from the POS app on a smartphone or tablet), as long as they have permission to run regular transactions.

Theoretically they would be able to do it from the Web Dashboard too.

[5724pace]

What is my username and password

[MJD]

Hi there @5724pace, as the Seller Community is a public forum and Square care above and beyond for the safety of your information and privacy, credentials to accounts and any account specific losses or issues cannot be discussed on the Seller Community, I would instead advise you to access Squareup.com/code and call the Square Customer Success team who will be able to assist you with account specific issues safely and privately.

Sorry for the inconvenience!  

[_Violet]

Hi @5724pace - Thanks for reaching out to us here on the Square Seller Community👋😊

You can reset your password to something simple and see if you can easily sign in and out of both the app and your online Square Dashboard. Once you can access your account, you can change your password to something more secure.

To change your password from the Square app:

1. Tap Forgot Password? from the Sign In screen.
2. Enter the email address associated with your Square account > tap Send.

We’ll automatically send you instructions via email to help you reset your password.

If you’d rather reset your password from a computer:

1. Visit squareup.com/password.
2. Type in the email address associated with your Square account and click Send Instructions.

Check your email to find instructions on how to reset your password. If you can’t find the password reset email from us, I recommend checking your spam folder.