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Add a Full Access Team Member or Authorised Representative

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 a full access team member or authorised representative.

If you need someone to be able to discuss account-specific details with Square Support and for them to have access to certain Dashboard functions, you can make them both an authorised representative and a full access team member. 

Action Account Owner Authorised Representative  
Contact Square Support for general guidance (no account-specific details) ✔️ ✔️  
Receive updates about Square Shop orders ✔️ -  
Ask questions about Square Loans ✔️ ✔️  
Take action regarding a Square Loan or offer ✔️ -  
Discuss account-specific details with Support: transactions, transfers, fees, customers, subscriptions ✔️ ✔️  
Ask Square Support to update business information ✔️ ✔️  
Add, remove or edit bank account linked for transfers ✔️ -  
Request that Square remove an old bank account if a new account has been added ✔️ -  
Manage and access sales reports ✔️ -  
Receive emailed reports ✔️ -  
Manage team members and permission sets ✔️ -  
Update team member shift availability ✔️ -  
Enable a Team Passcode ✔️ -  
Make appointments for other staff members ✔️ -  
Add authorised representatives ✔️ - -
Perform OAuth for Square APIs ✔️ -  

An Authorised Representative is a team member or associate who has access to some of your account information. Once you add someone as an authorised representative, they can call Square Support on your behalf and:

  • Discuss transactions, transfers and other account-specific details.

  • Ask Square to update your business’s Merchant Category Code (MCC), shipping address and public profile.

  • Request that Square remove an old bank account if a new account has been added.

As a reminder, per Square’s Terms and Conditions 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.

Note: In order to sign in to your Dashboard, authorised representatives must also be assigned a team member permission set with online Square Dashboard Access. There is no cost to adding authorised representatives or team members to your account unless they are assigned a custom Team Management permissions set available to Team Plus subscribers.

Add an Authorised Representative

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