RESTRICTING EMPLOYEE PERMISSIONS IN TRANSACTIONS

VivoWellness · ‎04-04-2023

I'd like my team to have access to Transactions and to be able to Send a Receipt or view a client's Transaction History. However, I noticed that when the "View all completed sales transactions for all team members" toggle is enabled, my staff is able to see the Total Sales at the top of the screen when they use the feature.

This is one of the nuances with Square that make me hesitant to add more apps and features. I'd like to be able to securely use the many components of this platform knowing that my financial business is protected as a business owner.

Donnie-M · ‎04-05-2023

@VivoWellness Let me ask you a question, what is the specific reason you would not want an employee to see the gross sales? or daily sales?

What do you think will happen if they do know this information? or what impact would it have?

Donnie
Multi-Unit Manager | Founder, Table & Ledger
tableandledger.com

Square AI Champion | Using Square since July, 2017

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