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Add an Administrator or Authorized Representative

Grant account access to team members and associates according to your needs by adding them as Account Administrators or Authorized Representatives.

Account Administrator vs. Authorized Representative

Account Administrator

An Account Administrator is any team member you grant full team permissions access to your online Square Dashboard and Square Point of Sale app. Add Administrators using Team Management.

Note: The following access is only given to account owners, not Administrators:

  • Add or edit bank accounts for deposits
  • Add Authorized Representatives
  • View deposit history and reports
  • Oauth for Square APIs

Authorized Representative

An Authorized Representative is a team member or associate whom you’ve designated to have access to some of your account information and transaction details. Once someone has been added to your account as an Authorized Representative, they will be able to call Square Support and take limited actions on your account.

Note: In order to sign in to your Dashboard, Authorized Representatives must also be assigned a team member role with online Square Dashboard Access. There is no cost to adding Authorized Representatives or team members to your account unless they are assigned a role using Team Management permissions.

An Authorized Representative can:

  • Discuss transactions, deposits, and other account-specific details.
  • Request Square update the business’s Merchant Category Code (MCC), shipping address, and public profile.
  • Request Square remove an old bank account if a new account has been added.
  • Communicate and take action regarding an offer or loan through Square Capital, including agreeing to payment arrangements and making payments.

As a reminder, per Square’s Terms and Conditions that you have agreed to, you are fully responsible for all activity that occurs under your Square Account, including any actions taken by persons to whom you have granted access to the Square Account.

Add an Account Administrator

To create a new Account Administrator:

  1. Select or create a new team member.
  2. Under Permissions, click Enable Permissions or Edit if permissions are already enabled > under Role, select Administrator.
  3. Click Save.

Add an Authorized Representative

To add an Authorized Representative:

  1. Sign in to the Account & Settings section of your online Square Dashboard > Authorized Representatives.
  2. Click Create New Authorized Representative.
  3. Enter the Authorized Representative’s name, email address, and/or mobile phone number. Note: The person being added as an Authorized Representative will receive a notification via email or SMS message to their mobile phone, depending on the information entered. Only one piece of contact information is required.
  4. Confirm.

Note: You must include a mobile phone number if you’d like Authorized Representatives to receive their verification code via phone instead of email. Verification codes cannot be sent to landlines.

At this point, you’ll receive an email notification to confirm you have taken this action on your account. There is no further action needed on your part.

Remove Authorized Representative

To remove an Authorized Representative:

  1. Sign in to the Account & Settings section of your online Square Dashboard > Authorized Representatives.
  2. Select the Authorized Representative you’d like to remove.
  3. Click Remove.

Deactivating an Authorized Representative’s profile from the Team tab of your Dashboard will also remove them from your Authorized Representative list.

Contact Square as an Authorized Representative

Once added, an Authorized Representative can call Square Customer Support with the account’s Customer Code and our Support team will be there to help.

Learn more about: Team Management

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