Add a Full-Access Team Member or Authorised Representative
Sometimes, you may want someone other than the account owner to manage specific tasks or contact 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.
Account Owner & Authorised Representative Access
| Account Owner | Authorised Representative | |
|---|---|---|
| Contact Square Support for general guidance – no account-specific details | ✔️ | ✔️ |
| Get help with a Square Shop order, or applying a redemption code | ✔️ | - |
| Discuss account-specific details with Support: transactions, transfers, fees, customers, subscriptions | ✔️ | ✔️ |
| Ask questions about Square Loans | ✔️ | ✔️ |
| Take action on Square loan or offer | ✔️ | - |
| Ask Support to update business information | ✔️ | ✔️ |
| Request that Square remove an old bank account if a new account has been added | ✔️ | - |
| Add, remove or edit bank account linked for transfers | ✔️ | - |
| Manage and access sales reports | ✔️ | – |
| Receive emailed reports | ✔️ | – |
| Manage team members and permission sets | ✔️ | – |
| Update shift availability | ✔️ | – |
| Enable a Team Passcode | ✔️ | – |
| Make appointments for other staff members | ✔️ | – |
| Add Authorised Representatives | ✔️ | - |
| Perform API OAuth | ✔️ | - |
Team members who are not authorised representatives will not have access to account-specific details when contacting Square Support. Granting someone full access does not automatically make them an authorised representative.
An authorised representative is an employee or business associate who has access to some of your account information. Once you add someone as an authorised representative, they can call Square Customer Support on your behalf.
|
What can an authorised representative do?
✔️ Discuss transactions, transfers and other account-specific details with Square Customer Support. Ask Square to update your business’s Merchant Category Code (MCC), delivery address and public profile. Request that Square remove an old bank account if a new account has been added. ✔️ Communicate regarding a Square Loan (excluding taking any action regarding an offer or Loan). |
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 online Square Dashboard, authorised representatives must also be assigned a team member permission set with online Square Dashboard Access.
Add an Authorised Representative
You can add an authorised representative through your online Square Dashboard or from the Square Point of Sale app.
To add an authorised representative from your online Square Dashboard:
Sign in to Settings > Account & Settings in your Square Dashboard and select Business information > Business security.
Click Assign Authorised Representative and either add a new team member or select an existing team member. If you’re creating a team member for the first time, click Add team member.
Select an existing team member or add a new team member by filling out their profile with their name and email address or mobile phone number. Follow the steps to create a team member and on the Access page, toggle on Authorised Representative. Note: the person you add as an authorised representative will receive a notification by email or text message to their mobile phone, depending on the information entered. Only one piece of contact information is required, though.
From here, choose the location(s) the authorised representative can discuss.
Click Save.
To add an authorised representative from the Square Point of Sale app:
Sign in to the app and select Team.
To add a new team member, select the + icon and fill out the team member’s profile details. Toggle on the Authorised representative option > Save.
If choosing an existing team member to be an authorised representative, select a team member name from the list and click the Edit button on their profile. Toggle on the Authorised representative option > Save.
Note: an email address or phone number is required to be added as an authorised representative and only account owners can add authorised representatives to an account. You must include a mobile phone number if you want authorised representatives to receive their verification code by text message instead of email. Verification codes cannot be sent to landlines. You can also update team member information, including their authorised representative access to your account, from their profile within the Team section of your online Square Dashboard.
Both the account owner and the authorised representative will receive an email notification confirming this action was taken on the account.
Learn more about how to create a team member in Support Centre.
Remove Authorised Representative
To remove an authorised representative from your online Square Dashboard:
Sign in to Settings > Account & Settings in your Square Dashboard and select Business information > Business security.
Select the authorised representative you want to deauthorise.
Toggle off the Authorised representative option from the Permissions section of their profile and click Save.
To remove an authorised representative from the Square Point of Sale app:
Sign in to the app and select Team.
Select the team member in question from the list and select the Edit button on their profile.
Toggle off the Authorised representative option > Save.
Deactivating an authorised representative’s profile from the Team tab of your online Square Dashboard will also remove them from your authorised representative list. Only account owners can take this action.