Set Up Your Team with Square for Retail
Included with your Square for Retail Plus monthly subscription cost is full access to Team Management and Square Shifts Plus. Team Management allows you to create team member profiles for multiple locations and limit the actions your team can take from both the Retail app and online Square Dashboard, while Square Shifts lets you schedule your team’s shifts, track their time, and provide labour cost reporting.
Note: Team Plus and Shifts Plus are not included with Square for Retail Free. If needed, you can still use the free plan for either service with Square for Retail Free or subscribe to the paid versions of either service to access additional features. Learn more about identifying the differences between Square for Retail Free and Square for Retail Plus.
Create a New Team Member Profile
From the Staff > Team >Team Members list in your online Square Dashboard, click Create Team Member.
Enter the member’s name and personal information > Save. Note: An email address or phone number is required to send the team member an invite to set up their account.
Under Compensation, select whether this team member is exempt from overtime. This is only necessary if you are tracking time with Square Shifts. Assign or create a job title and enter their wage.
To allow your team member to log in to the Square app to accept payments, clock in/out using the Square app, and/or access the online Square Dashboard, click Enable Permissions and select or create a permission set from the dropdown menu.
To allow your team member to sign into the Square app and clock in/out using a passcode, enter a custom four-digit passcode or click Generate to create one at random.
Enter the email address they will use to log in. This will send the team member an invitation for them to create a password for their account.
If a team member has been given access to both the Square app and online Square Dashboard, they’ll need a personal passcode and an email address they’ll use to sign in.
Once finished, click Save.
If applicable, this team member will be invited via email or SMS message to create their own login for accessing the online Square Dashboard and/or the Square Point of Sale app on their personal device.
Note: Team Passcodes are not available with the Team Management subscription included in Square for Retail Plus. Team members must sign in/out and clock in/out with their individual four-digit passcode.
Team members can be given point-of-sale permissions, track their time, and power labour reports.
Create a New Team Permission Set
Sign in to Staff > Team in your online Square Dashboard > Permissions.
Click Create Permission Set > enter a permission set name (e.g. Cashier, Manager, Delivery Driver).
Tick the box for every permission you would like to give a team member access to.
Click Continue > Select where you would like to give the team member access:
Shared Points of Sale: Allow this employee to access your Point of Sale using a 4-digit passcode (e.g. multiple employees sharing the same point of sale).
Mobile Point of Sale: Allow this employee to sign in to the Square app using their own email and password on their own device. (e.g. employees taking payments on the go).
Dashboard: Allow this employee to sign in to your online Square Dashboard using their own email and password.
Once created, any team member can be assigned to this permission set from their profile.
Keep in mind, not every permission displayed in the permissions list will be applicable to Square for Retail.
Check out the table below with some of the most common team permissions we’ve seen retail businesses use.
|View all completed sales transactions for all team members||ON||OFF|
|Apply restricted discounts and comps to a transaction||ON||OFF|
|Configure checkout settings||ON||OFF|
|Items – for all locations||OFF||OFF|
|Manually adjust taxes during a transaction||ON||OFF|
|Full invoices access||ON||OFF|
|View, edit, create and delete customer directory data||ON||OFF|
|Update customer loyalty status||ON||OFF|
|Transfer funds using instant transfer||ON||OFF|
|View all sales reporting and transactions on Dashboard||ON||ON|
Once you’ve set up your Team Members and Permission Sets, you can track their time worked using Square Shifts. To enable Square Shifts, you can choose the free or paid tier from the Shifts section of your Dashboard. Learn more about getting started with Shift Management.