How do I add volunteers to my account without using yet another app (square team)?

I just want a few volunteers with limited permissions to be able to accept credit card payments at an upcoming event. Having them do all the rigamarole with the square team app is a lot of trouble. Is there any way to avoid this?

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Square Champion
Solution

Hello @SCVQA ! Welcome to the Seller Community!

 

This is definitely doable without having to worry about the Teams app. 

 

I recommend setting up a team passcode and having your volunteers use that for logging in to your device. Here is a help file that will step you through the process.

 

Once you've done that, on your device go to More -> Settings -> Security and enable Team Passcode.

While you're on this screen, I also recommend that you enable "To Back out of a Sale" so that nobody can cancel a card payment and ring it as cash. It's a trick a lot of scammers are trying to pull. 

 

Hope this helps!

 

 

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!

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Square Champion
Solution

Hello @SCVQA ! Welcome to the Seller Community!

 

This is definitely doable without having to worry about the Teams app. 

 

I recommend setting up a team passcode and having your volunteers use that for logging in to your device. Here is a help file that will step you through the process.

 

Once you've done that, on your device go to More -> Settings -> Security and enable Team Passcode.

While you're on this screen, I also recommend that you enable "To Back out of a Sale" so that nobody can cancel a card payment and ring it as cash. It's a trick a lot of scammers are trying to pull. 

 

Hope this helps!

 

 

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!
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Alumni

Hi, @SCVQA ! Welcome to the Square Community! 

 

I would do exactly what @ryanwanner has suggested to achieve this. Please let us know if you have any other questions!

 

Thanks Ryan for your input here!

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Hi Summer2024. Is the only solution that we enter those personal details as per the solution? Is there an option for someone with the Square app installed to input a code to access front end sales lines?

 

Thanks, Russell

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