How can I limit instant transfer access???

[NobleMeats1]

Hi!

We use square retail POS and square handhelds at multiple locations.  My team employees need to have access to transactions, but when they access the Transaction screen on the handheld, they also have the option to Instantly Transfer credit card transactions.  Granted this still goes to my account, but at 1.5% additional fees. Is there a permission set to limit access to the Instant Transfer option?

TIA!!!

[londontea]

Hi @NobleMeats1! There is an option to limit access to instant transfer, and here's how you do it: 

1. First, you have to make sure that all of your handhelds have passcodes enabled. You can do this by going to More > Settings > Security, then enabling "Passcodes." You probably do this already, but I know that I sometimes forget to do this when I'm setting up a new mobile device with Square so it's always worth checking. 
2. Next, on the online Square Dashboard go to Team > Permissions, then select the permission level assigned to the employees who you don't want to access transfers. 
3. Lastly, deselect the "Balance" permission and save your changes. The Balance permission is what allows employees access to deposits, including instant transfers. Disabling that should prevent the option from appearing for your employees. 

You can also disable the option for Instant Transfer entirely, though this has to be done on each device that you use with Square. To do this, open the Square app and go to Settings > Account > Transfers. Disable the option for instant transfers there. 

However, I highly recommend updating the permissions because disabling instant transfers still lets employees view your deposit history, which I consider confidential information (but your business may be different).