Add and manage authorised representatives

About authorised representatives

Sometimes you may want someone other than the account owner to manage specific tasks or reach out to Square Support. You can grant your team members account access by adding them as an authorised representative.

An authorised representative is a team member or associate who can: 

• Contact Square Support for general guidance (no account-specific details)

• Ask Square Support general questions about Square Loans (excluding offer-specific details)

• Communicate and take action on a Square Loans offer

• Discuss account-specific details with Square Support, like transactions, transfers, fees, customers, and subscriptions

• Ask Square Support to update business information

Before you begin

You can make existing team members authorised representatives and manage your authorised representatives from your business settings in Square Dashboard. 

You can add new team members as authorised representatives from your Square Dashboard or your Square Point of Sale app. You can also make team members authorised representatives when you edit their team member profile. Learn how to add and manage team members.

As a reminder, per Square’s Terms of Service that you agreed to, you are fully responsible for all activity that occurs under your Square account, including any actions taken by persons to whom you have granted access to your Square account.

Add an authorised representative

You can add existing team members as authorised representatives from your business settings.

1. Sign in to your Square Dashboard and click Settings > Account & Settings > My business > Security.

2. Select Assign Authorised Representative, and click Select existing team member.

   1. If you select Add new team member, follow the steps to add a new team member.

3. Select an existing team member and select Assign authorised representative.

Remove an authorised representative

You can remove an authorised representative from your Square Dashboard by either directly editing the team member or through your business security settings and from your Square app.

Square Dashboard

Square POS app

To configure team settings from your Square app, be sure to toggle on Team Management from the Add-ons. To do so, tap ≡ More > Settings > Add-ons > Team Management, then toggle on Use on this device.

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