Customise team member permissions for Square for Restaurants
Before you begin
If you have Square for Restaurants Free, you also have Square Team Management with your plan. If you have Square for Restaurants Plus or Premium, you also have Team Plus with your plan.
To create permission sets for team members, make sure you added your team members to your Square account with Square Team Management. Learn more about getting started with Square Team Management.
Creating a permission set allows you to customise the level of access and limit actions your team members can take on both the Square Restaurants POS app and Square Dashboard. Once you customise a permission set, each team member assigned to the permission set has the same level of access.
Multiple sets of team permissions are included with Square for Restaurants Plus; Square for Restaurants Free plan includes one set of team permissions. If using Square for Restaurants Free, you can create a general “Team” staff passcode or apply the “Team Permission” set to individual staff profiles.
You can create permission sets and assign permissions to team members in your Square Dashboard.
Customise team permissions
Not every permission displayed in the permissions list is applicable to Square for Restaurants, and some of the language may appear slightly different in the permissions list — for example, “open tickets” refers to “bills”.
To help you navigate what your team permissions should be set to, review this table with some of the most common team permissions restaurant staff may use. Managers may need access to all permissions. You can make them full access team members which enables all permissions except managing bank accounts.
Permission |
Bartender |
Waiter |
Cashier |
|---|---|---|---|
View all completed sales transactions for all team members |
On |
On |
Off |
Apply restricted discounts and comps to a transaction |
On |
On |
On |
Cancel transactions |
On |
On |
On |
Configure checkout settings |
Off |
Off |
Off |
Delete or void saved items in open tickets |
On |
On |
Off |
Items — for all locations |
Off |
Off |
Off |
Manually adjust taxes during a transaction |
Off |
Off |
Off |
View cash drawers |
Off |
Off |
Off |
Configure device security settings |
Off |
Off |
Off |
Issue refunds |
On |
On |
On |
View all open tickets for all team members |
On |
Off |
Off |
Reopen closed tickets |
On |
On |
On |
Full invoices access |
Off |
Off |
Off |
View, edit, create and delete Customer Directory data |
Off |
Off |
Off |
Settle all transactions awaiting tip |
Off |
Off |
Off |
Add and remove customer cards on file |
On |
On |
On |
Update customer loyalty status |
Off |
Off |
Off |
Transfer funds using instant transfer |
Off |
Off |
Off |
View expected amount in cash drawer |
On |
Off |
Off |
View all sales reporting and transactions on Dashboard |
On |
On |
On |
Create permission sets
From your Square Dashboard, select Staff > Team > Permissions.
Select an existing permission set or click Add Permission set to create a new set from a starting point based on the intended level of access.
Select an access level then click Next.
Enter a name for the permission set, like “Waiter” or “Bartender”.
Select all of the permissions you want to include for the permission set or toggle on Full access to enable all permissions except managing bank accounts.
Select Continue.
Select the access points where team members can use with the permission set.
Select Save.
Next steps
Learn more about team members and Square for Restaurants from one of these Support Centre articles: