Customize team member permissions for Square for Restaurants

Before you begin

You get your first set of permissions, known as Team Permissions, if you have Square for Restaurants Plus or Premium, which comes with an Enhanced Access subscription included with your plan.

To create permission sets for team members, make sure you added your team members to your Square account. Learn more about how to set up your team with Square Staff.

Creating a permission set allows you to customize the level of access and limit actions your team members can take on both the Square Restaurants POS app and your online Square Dashboard. Once you customize 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; the Square for Restaurants Free plan includes one set of team permissions. If using Square for Restaurants Free, you can create a general “Team” employee passcode or apply the “Team Permission” set to individual employee profiles.

You can create permission sets and assign permissions to team members in your Square Dashboard.

Customize 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.

To create permission sets:

1. Sign in to your Square Dashboard and select Staff & payroll > Team > Permissions.

2. 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.

3. Select a permission level then click Next.

4. Enter a name for the permission set, like “Server” or “Host.”

5. 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.

6. Select Continue.

7. Select the access points where team members can use with the permission set.

8. Select Save. 

Next steps

Learn more about team members and Square for Restaurants from one of these Support Centre articles:

• Get started with Square Staff

• Custom permissions

• Add a full access team member or authorized representative