With Square’s Employee Permissions you are able to customize each of your employee’s permissions and access to your Square Account. By setting an employee to a particular role, you can customize your employee’s permissions within your Square Account.

As each business is different, you can choose exactly what you would like your employees to be able to access. To help get you started, here is a full breakdown of all our Employee permissions.

Access Shared Point of Sale App

Allows employees to access your Square Point of Sale App using a 4-digit passcode. This is best if you have multiple employees using the same Square Point of Sale App.

Access Sales Transactions Allow employee to view all sales in the Square Point of Sale Transactions tab.
Apply Restricted Discounts and Comps Allow employee to apply restricted discounts and comps with their passcode.
Cancel Transactions Allow employee to cancel transactions.
Change Settings: Offline Payments, Instant Deposit, etc. Allow employee to access and edit account settings from the Settings tab in Square Point of Sale.
Delete or Void Saved Items in Open Tickets Allow employee to delete or void items within existing open tickets.
Edit Items and Manage Inventory Across All Locations Allow employee to create, edit or remove items from the Items tab in your Square Dashboard.
Edit Tax in a Sale Allow employee to add, remove or edit preset tax settings during a sale.
Issue Refunds Allow employee to issue refunds from the Square Point of Sale App.
Manage & Start Cash Drawers Allow employee to start and monitor cash drawer reporting.
Manage All Open Tickets Allow employee to access all open tickets created in your location.
Manage and Create Invoices Allow employee to send, edit and view all invoices from the Square app.
Manage Customers Allow employee to add, edit or remove Customers from your directory.
Settle All Payments Awaiting Tip Allow employees to individually or bulk settle tips in your Square Point of Sale app.
Store and Charge Card on File Allow employee to store card information and process transactions using Card of File.
Enable Offline Mode Allow employee to enable and process payments in Offline Mode.
Updated Customer Loyalty Status Allow employee to adjust a customer’s Loyalty stars.
Use Instant Deposit Allow employee to initiate an Instant Deposit from your Square Point of Sale App.
View Expected Amounts In Cash Drawer Allow employee to see the expected Cash Drawer Amount.
View Reports Allow employee to view all reports in the Reports tab of your Square Point of Sale App.

Access Dashboard

Allows employees to sign into your Square Dashboard using their own email address and password. This is best for employees who need access to your reporting or online store.

Edit Business Profile Allow employee to update your Business information: Receipt information, logo, etc.
Edit Items and Manage Inventory Across All Locations Allow employee to create, edit or delete items and adjust inventory stock levels and alerts.
Issue Refunds Allow employee to issue a refund from the transaction tab of your Square Dashboard.
Manage and Create Invoices Allow employee to send, edit and view all invoices from your Square Dashboard.
Manage and Subscribe to Services Allow your employee to view and manage your subscription services.
Manage Customer’s Cards on File Allow employee to add or delete customer’s payment cards.
Manage Devices Allow employee to create device codes for your account.
Manage Employees Allow employee to create and manage employee profiles, and assign employees to existing roles.
Manage Time Cards Allow employee to clock other employees in/out and edit timecards.
Take Payments with Virtual Terminal Allow employee to process payments using your Virtual Terminal on your Square Dashboard.
Use Customer Insights, Directory and Feedback Allow employee to view all of your customer information.
View Sales Reports and Transactions Allow employee to view all sales and reports in your Square Dashboard.

Access Mobile Point of Sale

Allows employees to use their own email address and password to log into the Square Point of Sale app on their own device. This is best for employees who are using their own devices to process payments on the go.

Access Sales Transactions Allow employee to view all sales in the Square Point of Sale Transactions tab.
Apply Restricted Discounts and Comps Allow employee to apply restricted discounts and comps with their passcode.
Change Settings: Offline Payments, Instant Deposit, etc. Allow employee to access and edit account settings from the Settings tab in Square Point of Sale.
Delete or Void Saved Items in Open Tickets Allow employee to delete or void items within existing open tickets.
Edit Items and Manage Inventory Across All Locations Allow employee to create, edit or remove items from the Items tab in your Square Dashboard.
Edit Tax in a Sale Allow employee to add, remove or edit preset tax settings during a sale.
Issue Refunds Allow employee to issue refunds from the Square Point of Sale App.
Manage & Start Cash Drawers Allow employee to start and monitor cash drawer reporting.
Manage All Open Tickets Allow employee to access all open tickets created in your location.
Manage Customers Allow employee to add, edit or remove Customers from your directory.
Store and Charge Card on File Allow employee to store card information and process transactions using Card of File.
Enable Offline Mode Allow employee to enable and process payments in Offline Mode.
Updated Customer Loyalty Status Allow employee to adjust a customer’s Loyalty stars.
Use Instant Deposit Allow employee to initiate an Instant Deposit from your Square Point of Sale App.

Mobile Staff Permissions

Employees assigned to the Mobile Staff role can sign into the Square Point of Sale app using their own email and password to take payments on your behalf. Their access will be limited to only accept payments by default, but you can enable all employees under this role to:

Issue Refunds Allow employee to issue refunds from the Square Point of Sale App.
Enable Offline Mode Allow employee to enable and process payments in Offline Mode.

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