Manage your Square organisation and permissions for Square Multi-Account Suite

About organisation management

Square Multi-Account Suite connects separate Square accounts through a Square organisation. The operator merchant can view all member merchants and locations in the organisation and manage shared settings.

View your organisation

To view your organisation, sign in to Square Dashboard and go to Settings > Account & Settings > My organisation.

Use this page to:

• Review which member merchants have joined the organisation.

• See the locations associated with each member merchant.

• Check the status of each member merchant.

Configure organisation settings

From the My organisation page, select Organisation settings: 

• Toggle Enable central catalogue orchestration on to be able to sync catalogue objects (items, menus, modifiers and discounts) to member merchants. When enabled:

  • Menu and item orchestration settings: Control whether member merchants can create local menus, create local items and edit specific fields on shared catalogue objects. You can set these restrictions at the organisation level.

  • Corporate discount orchestration settings: Manage how members can manage discounts across your organisation.

• Feature release settings: Manage whether member merchants can get early access to new features and manage their own updates for new releases.

Set up organisation permissions

Within your team list, the Organisations permissions category controls which team members within the operator merchant account can access organisation features. The following permissions are available:

• Organisation management: View and manage all member merchants and locations, enable and manage central catalogue orchestration, enable shared gift cards

• Organisation reporting: View and manage organisation-level sales and reporting data

• Menu and item management: Assign and manage menus, items, modifiers, services and discounts across member merchant locations

To set up permissions:

1. Sign in to Square Dashboard and go to Staff > Team > Permissions.

2. Click Create permission set > Customise or select an existing permission set.

3. Enable Organisations.

4. Select the relevant permissions your team member needs.

5. Click Continue > Save.

Related articles

• Customise team member permissions

• Understand Square organisation membership for Square Multi-Account Suite

• Manage catalogue with Square Multi-Account Suite

• View the gift card reconciliation report with Square Multi-Account Suite

• Manage organisation reports with Square Multi-Account Suite

• Manage bundle releases and early feature access with Square Multi-Account Suite