How can a freelancer/agency work with multiple sellers/businesses?

[planiko]

I'm a freelancer working with multiple store owners/businesses.

I'm wondering, does Square have something similar to the Shopify partner dashboard, where you can add and manage multiple client stores from one account?

Until recently, when Square sellers add me to their account as a team member, I was able to switch businesses in the Square dashboard and access the correct store to manage.

I don't know what changed, but when I get an invitation from a new seller now and accept the invitation, I can't find that new store anywhere. 

For the new store owner, it shows that my account is Active. Yet, I can't access his store as I can just access one client store. I'm not even working with this client anymore that Square associates me with.

[Breffni]

Hi @planiko, thanks for your post. 

Square doesn't currently have a function that allows you to manage multiple clients from one platform. 

In this case, you would need access to each account and manage them individually. This is set up through Square Team Management. 

It sounds like that has already been set up for you, but seems that perhaps your access is limited on the account - you'll need the Account Owner to enable Square Online permissions and anything else that you'll need access to. 

If you are planning to work with multiple Square Sellers, you'll need to use different email addresses per account, or have your email address removed from an account once you're finished working on it - your email address can only be associated with one account at a time. 

I hope this helps, let me know if you have any questions! 

[planiko]

Hi @Breffni Thanks for responding.

Yes, you're right, the case is that another account owner invited me with my email address, as always. This worked as expected until 2 months ago, as far as I remember. There is nothing in the Team management section that explains that something changed and that the same email address could be an issue. On the contrary, the email invites me to use my existing Square credentials to access my account.

Now the question is, how do I remove my personal email address from another account? I contacted support and they've told me that I can't. Only the Account Owner can remove a team member or change his email. So we have a situation where Square is using someone's email without his consent and has no option to delete yourself from the platform and unsubscribe from Square emails about some business.

Isn't this a serious security risk for square sellers, too? Is the Account Owner even aware that Square is sending me all transactional emails about their business, sales reports, emails from customers, missed calls from Messages Plus, and whatnot? There's no unsubscribe link in any of these emails. The only option I have is to send everything to spam.

I'm not in contact with this client anymore. Even if I was, I can't force someone to remove me from his account so that I can use my email with another client.

[_Violet]

Hi @planiko - Violet here, following up for @Breffni. It looks like you still need help with this, so I kept the ball rolling on your inquiry.

Unfortunately, from the Seller Community, we cannot access the account you're linked to in order to review your permissions and levels of access, so we can only provide general information here. Here is a list of which permissions can be granted when you are added to a Square account as a Team Member. The Team Member setup is moreso geared towards individuals who will be operating the Point of Sale or Square Dashboard as an employee or manager of a business. We don't have a role specifically for freelancers or developers.

At this time, account owners are unable to edit a team member’s email address for Mobile Point of Sale and/or Dashboard access. However, for team members with access to Shared Point of Sale, account owners can update the associated email addresses if needed. If you need to update a team member’s email address that has access to Mobile Point of Sale and/or Dashboard, you'll need to connect with our Support Team.

Now as far as the emails you've been receiving and your ability to access multiple of these Square accounts from the Dashboard, it's hard to say what could be wrong or what may need to be changed without looking at the setup that has been created for you on each of these accounts. Although, it sounds like you may have been added as an Authorized Representative vs as a Team Member, judging by the types of emails you've been receiving.

I hope this information is helpful but please do let me know if you have any additional questions.