Manage your Square organization and permissions for Square Multi-Account Suite

About organization management

Square Multi-Account Suite connects separate Square accounts through a Square organization. The operator merchant can view all member merchants and locations in the organization and manage shared settings.

View your organization

To view your organization, sign in to Square Dashboard and go to Settings > Account & Settings > My organization.

Use this page to:

• Review which member merchants have joined the organization.

• See the locations associated with each member merchant.

• Check the status of each member merchant.

Configure organization settings

From the My organization page, select Organization settings: 

• Toggle on Enable central catalog orchestration to be able to sync catalog objects (items, menus, modifiers, and discounts) to member merchants. When enabled:

  • Menu & item orchestration settings: Control whether member merchants can create local menus, create local items, and edit specific fields on shared catalog objects. You can set these restrictions at the organization level.

  • Corporate discount orchestration settings: Manage how members can manage discounts across your organization.

• Feature release settings: Manage whether member merchants can get early access to new features and manage their own updates for new releases.

Set up organization permissions

Within your team list, the Organizations permissions category controls which team members within the operator merchant account can access organization features. The following permissions are available:

• Organization management: View and manage all member merchants and locations, enable and manage central catalog orchestration, enable shared gift cards

• Organization reporting: View and manage organization-level sales and reporting data

• Menu and item management: Assign and manage menus, items, modifiers, services, and discounts across member merchant locations

To set up permissions:

1. Sign in to Square Dashboard and go to Staff > Team > Permissions.

2. Click Create permission set > Customize or select an existing permission set.

3. Enable Organizations.

4. Select the relevant permissions your team member needs.

5. Click Continue > Save.

Related articles

• Customize team member permissions

• Understand Square organization membership for Square Multi-Account Suite

• Manage catalog with Square Multi-Account Suite

• View the gift card reconciliation report with Square Multi-Account Suite

• Manage organization reports with Square Multi-Account Suite

• Manage Bundle Releases and Early Feature Access with Square Multi-Account Suite