Create and edit permission sets
About permission sets
Permissions define what your team members can see or do. Full access permissions grant the highest level of access over your business, including sales reports and team member permissions, which can be shared with managers to use in Square Dashboard or in the Square Dashboard app.
Team Permissions
All Square accounts have access to a single, customisable ‘Team Permissions’ set. This team permission set can be tied to a team passcode, which is a shared passcode that multiple team members assigned to team permissions can use to access a shared point of sale. Team passcode does not support the ability to track sales, time or activity by a team member.
Before you begin
You can create, edit and remove permission sets from your Square Dashboard. You set up your team permissions set when you add your first team member. To create more custom permission sets, you must have at least one team member added. Learn how to add and manage team members.
Team members can only access and manage data for their assigned locations. For example, a team member assigned to Location A will not see or be able to make changes for Location B.
Team members can only update location assignments and sales channels for their own assigned locations.
Team members with limited location access cannot create new option sets for items that span locations outside their access.
When you assign Full Access permissions to a team member, they are also automatically designated as an authorised representative. Learn how to add and manage authorised representatives.
Create a team permissions set
You can create your team permissions sets from your Square Dashboard.
Sign in to Square Dashboard and go to Staff > Team > Permissions.
Select Create permission set.
Select a permission level: Standard, Enhanced, Full.
Customise the set with individual permissions by clicking Customise.
Toggle on Full access to allow all permissions except managing bank accounts.
If you customise your permission set, select access points team members can use with this permission set. To use the team passcode on Square POS, you must enable Shared points of sale access point.
Enter a team passcode or select Generate to create a random passcode.
Select Save.
Edit a permission set
You can edit any permission set from your permissions list in Square Dashboard. Any changes made apply to all team members assigned to the permission set.
Sign in to Square Dashboard and go to Staff > Team > Permissions.
Select an existing permission set to make edits.
When finished, click Continue.
You can also edit your team permissions set from your Square Dashboard in your business settings.
Sign in to Square Dashboard and go to Staff > Team > Permissions.
For Team Permissions, select Edit permissions.
Make any changes and click Save.
Remove a permission set
You can remove a permission set from your Square Dashboard. Remove all active team members from the permission set before deleting it. If a team member is assigned to an inactive permission set, they lose access to Square.
Sign in to Square Dashboard and go to Staff > Team > Permissions.
Select the permission set you want to delete.
Click Delete.
Confirm you want to delete the set by clicking Delete again.