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Home>Team Management

Add a Full Access Team Member or Authorized Representative

Grant account access to team members and associates according to your needs by adding them as Full Access Team Members or Authorized Representatives.

Full Access Team Member vs. Authorized Representative

Full Access Team Member

A Full Access Team Member is any team member you grant full team permissions access to your online Square Dashboard and Square Point of Sale app.

Note: The following access is only given to account owners, not full access team members:

  • Add or edit bank accounts for transfers

  • Add Authorized Representatives

  • Oauth for Square APIs

Authorized Representative

An Authorized Representative is a team member or associate whom you’ve designated to have access to some of your account information and transaction details. Once someone has been added to your account as an Authorized Representative, they will be able to call Square Support and take limited actions on your account.

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

An Authorized Representative can:

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

  • Request Square update the business’s Merchant Category Code (MCC), shipping address and public profile.

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

  • Communicate and take action regarding an offer or loan through Square Capital, including agreeing to payment arrangements and making payments.

As a reminder, per Square’s Terms and Conditions that you have 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 the Square Account.

Add a Full Access Team Member

To create a new Full Access Team Member:

  1. Visit Team in your online Square Dashboard.

  2. Select or create a team member profile.

  3. Under Permissions, click Edit or Enable Permissions if this is a new team member.

  4. Select Team Permissions or create a new permission set. Note: When creating a new permission set, you will need to choose a name for the permission set.

  5. Enable Full Access

  6. Enter or generate a passcode and email address for the team member and Save.

Add an Authorized Representative

To add an Authorized Representative:

  1. Sign in to the Account & Settings section of your online Square Dashboard > Authorized Representatives.

  2. Click Create Authorized Representative.

  3. Select an existing Team Member or enter the Authorized Representative’s name, email address and/or mobile phone number. From here, choose the location(s) you’ll want the Authorized Representative to be associated with. Note: The person being added as an Authorized Representative will receive a notification via email or SMS message to their mobile phone, depending on the information entered. Only one piece of contact information is required.

  4. Click Save.

Note: You must include a mobile phone number if you’d like Authorized Representatives to receive their verification code via phone instead of email. Verification codes cannot be sent to landlines.

At this point, you’ll receive an email notification to confirm you have taken this action on your account. There is no further action needed on your part.

Remove Authorized Representative

To remove an Authorized Representative:

  1. Sign in to the Account & Settings section of your online Square Dashboard > Authorized Representatives.

  2. Select the Authorized Representative you’d like to remove.

  3. Click Remove.

Deactivating an Authorized Representative’s profile from the Team tab of your Dashboard will also remove them from your Authorized Representative list.

Learn more about: Team Management

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