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Delegated Team Management

With Delegated Team Management, you can give your managers the ability to manage your current and future team members, including roles, 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 role
  • Assign new and existing team members to roles 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 Role With Manage Team Permission

To create a new employee role that allows you to delegate Employee Management:

  1. Visit Team > Permissions in your online Square Dashboard, select Create Role.
  2. Check the box next to each permission you’d like to enable for this role.
  3. Toggle on Access Dashboard and select Manage Team Members.
  4. Select which roles this team member can manage and Save to confirm this new role.

Invite Team Member to Manage Teams at Multiple Locations

To invite a new team member with delegated Team Management access:

  1. From the Team tab of your online Square Dashboard, select Create New Team Member.
  2. Fill in team member information, including locations where this team member will have access to manage.
  3. Select this new role to manage team members and Save.

Update an Existing Team Role to Manage Team Members

  1. From Permissions in your online Square Dashboard, select an existing role to update.
  2. Select Manage Team Members under the Access Dashboard section.
  3. Select which roles this team member can manage and Save to confirm this new role.

Note: After updating the team role, any team members currently assigned to the existing role will now have the ability to manage team members at their locations.

Assign Manage Team Permission to Existing Team Member

  1. From the Team tab of your online Square Dashboard, select an existing team member.
  2. Click on existing role and select the newly created role from dropdown menu.
  3. 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.

  1. Select Create My Account from the invitation email.
  2. Enter and confirm email address and password.
  3. Select Create Account.

Learn more about getting started with Team Management.

Learn more about: Employee Management

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