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Add a Full Access Team Member or Authorised Representative

Sometimes you might 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
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 Support to update business information ✔️ ✔️
Add, remove, or edit bank account linked for transfers ✔️ -
Request that Square remove an old bank account if a new account has been added ✔️ ✔️
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 aren’t authorised representatives won’t have access to account-specific details when contacting Square Support. Granting someone full access doesn’t automatically make them an authorised representative. 

An Authorised Representative is a team member or associate who has access to some of your account information. Once you add someone as an Authorised Representative, they can call Square Support on your behalf and:

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

  • 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 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 agreed to, you’re 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 Dashboard, Authorised Representatives must also be assigned a team member permission set with online Square Dashboard Access. There is no cost to adding Authorised Representatives or Team Members to your account unless they are assigned a custom Team Management permissions set available to Team Plus subscribers.

Add an Authorised Representative

To add an authorised representative from your online Square Dashboard:

  1. Sign in to Settings > Account & Settings in your online Square Dashboard and select Business information > Business security.

  2. The person you add as an authorised representative will receive a notification via email or text message to their mobile phone, depending on the information entered. Only one piece of contact information is required, though.

  3. From here, choose the location(s) the authorised representative can discuss.

  4. Click Save.

To add an authorised representative from the Square Point of Sale app:

  1. Sign in to the app and select Team.

  2. To add a new team member, select the + icon and fill in the team member’s profile details. Toggle on the Authorised representative option > Save.

  3. 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: You must include a mobile phone number if you want authorised representatives to receive their verification code via text message instead of email. Verification codes cannot be sent to landlines.

Remove Authorised Representative

To remove an authorised representative from your online Square Dashboard:

  1. Sign in to Settings > Account & Settings in your online Square Dashboard and select Business information > Business security.

  2. Select the authorised representative you want to deauthorise.

To remove an authorised representative from the Square Point of Sale app:

  1. Sign in to the app and select Team.

  2. Select the team member in question from the list and select the Edit button on their profile. 

  3. 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.

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