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Add users to Square for Franchises

Who is this article for?
  • Sellers with the Square for Franchises Merchant Super Admin role. Set roles in your Square for Franchises dashboard.
  • Square for Franchises subscribers
  • About Square for Franchises users

    Users are individuals with a role in Square for Franchises of any level, from a Merchant Super Admin to a Store Cashier. You can assign roles with associated permission sets to provide users access to certain features depending on their position and status.

    Roles define what franchise users can access depending on their role and status. Roles include:

    • Merchant Super Admin: Allows users to edit and manage everything in the Square for Franchises dashboard at the store and merchant level.

    • Merchant Marketer: Allows users to manage marketing settings, including managing the customer list, forming different audiences, managing the loyalty program, sending marketing campaigns, and setting promotions.

    • Merchant Operator: Allows users to assign stores for new users to manage.

    • Store Admin: Allows users to edit anything within their assigned stores.

    • Store Operations: Allows users to edit and manage orders, business hours, and delivery and pick-up settings only for their assigned stores.

    • Store Cashier: Allows users to edit and manage orders of their assigned stores.

    Before you begin

    You can edit a user’s role from your Square for Franchises dashboard. 

    To remove a merchant-level admin user, contact Square Support.

    Add a user

    1. Sign in to your Square for Franchises dashboard and select General Settings > Team.

    2. Select Add User.

    3. Fill out the required information for the user, including their email address and their role and selected stores.

    4. Select Invite

    5. The invited user will receive an onboarding email with a link to sign up for GoParrot. After signing up, they will be directed to set up their franchise.

    Edit or remove a user

    1. Sign in to your Square for Franchises dashboard and select General Settings > Team.

    2. Find the user you want to edit or delete and select •••.

    3. To edit the user, select Edit, make any changes, and select Save.

    To delete the user, select Delete > Delete.

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