Add and manage authorised representatives
About authorised representatives
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 an authorised representative.
An authorised representative is a team member or associate who can:
Contact Square Support for general guidance (no account-specific details)
Ask Square Support general questions about Square Loans (excluding offer-specific details)
Communicate and take action on a Square Loans offer
Discuss account-specific details with Square Support, like transactions, transfers, fees, customers, and subscriptions
Ask Square Support to update business information
Before you begin
You can make existing team members authorised representatives and manage your authorised representatives from your business settings in Square Dashboard.
You can add new team members as authorised representatives from your Square Dashboard or your Square Point of Sale app. You can also make team members authorised representatives when you edit their team member profile. Learn how to add and manage team members.
Add an authorised representative
You can add existing team members as authorised representatives from your business settings.
Sign in to your Square Dashboard and Settings > Account & Settings > My business > Security.
Select Assign authorised representative > Select existing team members. If you select Add new team member, follow the steps to add a new team member.
Select an existing team member and select Assign authorised representative.
Remove an authorised representative
You can remove an authorised representative from your Square Dashboard by either directly editing the team member or through your business security settings and from your Square app.
Option 1: From a team member profile:
- Sign in to your Square Dashboard, and go to Staff > Team > Team members.
- Click a team member’s name.
- Within the Permissions section of their profile, select Edit.
- Toggle off Authorised representative.
- Click Save.
Option 2: From business security settings:
- In your Square Dashboard, go to Settings > Account & Settings > My Business > Security.
- Under Authorised representatives, select a team member’s name.
- Within the Permissions section of their profile, select Edit.
- Toggle off Authorised representative.
- Click Save.