Delegated Team Management
With Delegated Team Management, you can give your managers the ability to manage your current and future team members, including permission sets, while limiting their access to sensitive account information like bank account and tax details.
Team members with the Manage Team Members permission enabled can:
View permissions associated with each permission set
Assign new and existing team members to permission sets and locations they’ve been given access to manage
Edit team member information, including job titles, personal information and passcodes
Changes to permissions within roles can only be edited by an Owner or Administrator.
Create a New Permission Set with Manage Team Permission
To create a new employee permission set that allows you to delegate Employee Management:
Visit Staff > Team > Permissions in your online Square Dashboard, select Create Permission Set.
Tick the box next to each permission you’d like to enable for this permission set, including Manage Team Members.
Click Continue > Select the access points that the team member can use their permission set at.
Invite Team Member to Manage Teams at Multiple Locations
To invite a new team member with delegated Team Management access:
From Staff >Team in your online Square Dashboard, select Create New Team Member.
Fill in team member information, including locations this team member will have access to manage.
Select this new permission set to manage team members and Save.
You can also create team members directly from the Square Point of Sale app. To do so:
Tap ≡ More > Settings and select Team.
Note: If Team does not appear in Settings, add it to your point of sale app by tapping ≡ More > Add-ons > Team > Add to Point of Sale.
Tap the ‘+’ icon to pull up the Create team member screen.
Start by entering the team member’s name, email address and phone number.
From here, tap Primary job title to assign the team member a job title or Create job to assign them a newly-created job title.
Tap the back arrow to return to the Create team member screen and input the team member’s Hourly rate. Note: This field is not required to save your team member’s profile information.
Tap Permission set to assign your team member to an existing permission set. Note: Team members will automatically be assigned to Team permissions upon creation. Creating and editing new permission sets is only available on Square Dashboard at this time.
Tap Personal passcode if you’d like to create and assign a custom passcode to the team member > tap Done. Note: An automatically generated passcode will be assigned to new team members, but you will always have the option to assign a custom passcode from this section.
Tap Location to select the appropriate location(s) for the team member and choose to toggle on/off the option to Assign to all current and future locations. Note: The Location section will default to the current location associated with your Square Point of Sale account during the creation of your team member(s).
After returning to the Create team member screen and confirming all information is accurate, tap Save.
Continue to follow the instructions above to create additional team members in-app. Once a team member has been created, they will immediately be able to use Square Point of Sale based on the settings and permissions you’ve enabled for them. Note: You will receive a notification regarding Missing info if there is any required information missing from the team member profile(s) you create.
Update an Existing Team Permission Set to Manage Team Members
From Staff > Team >Permissions in your online Square Dashboard, select an existing permission set to update.
Select Team Management > Continue.
Select the access points at which the team member can use their permission set.
Note: After updating the team permission set, any team members currently assigned to the existing permission set will now have the ability to manage team members at their locations.
Assign Manage Team Permission to Existing Team Member
From Staff >Team in your online Square Dashboard, select an existing team member.
Click on the existing permission set and select the newly created permission set from drop-down menu.
Confirm team member information and select Save.
Accept Invitation to Manage Team Members
Invited team members will receive an invitation via email and will be able to create an account to manage teams.
Select Create My Account from the invitation email.
Enter and confirm email address and password.
Select Create Account.
Learn more about getting started with Team Management.