Best way to add account user while I'm out of town?

[crocodilelile]

[Post title updated by an admin from "how do I add another phone number to my account so transactions may be processed when I am out of to" to "Best way to add account user while I'm out of town?"]

How do I add another phone # to my account so transactions may be processed when I am out of town?

[VanKalkerFarms · Accepted solution]

You can download the Square POS app to as many smartphones and tablets as you like.  Once you log into the Square POS app on the new device all your data will be synced from Square's Cloud servers and you'll be ready to take payments.  We have our account spread over more than 2 dozen phones and tablets.

[SafeHaven]

Hello, quick follow up question on this topic.  We are very new to square.  I have the account set up and the app downloaded on my phone.  I want to add three other "users" for when we have our fundraising event. Do I need to go out and set up these users from the dashboard first, then have them download the app?

[puka]

Hey @SafeHaven - Would these three other users just be volunteers for that one event? If so, you can set them up with Guest Access. You'll just need to sign into the device and Guest Access will allow them to take payments, but their access to other information within your Dashboard will be limited. If you expect them to be present for future events, you can set them up with Employee Access which will give them their own passcode to sign in with. You can also choose to restrict their access to other information within your Dashboard, but they'll have a wider range of permissions that you can grant them. For more information, check out how to Manage Passcode Access.

[SafeHaven]

Thank you for the tips.  This is very helpful!

[SqueezeDNJ]

Hi There! Question, how do i set up a "guest" who helps us a lot to us our POS in store register so that they can take payments but not see all other info across the system like the dashboard, etc. Thanks for any info or help! 

[VanKalkerFarms]

you can use the mobile staff feature for free.  https://squareup.com/help/us/en/article/6129-get-started-with-mobile-staff