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Get Started with Square Team Communication

Square Team Communication adds announcements, messaging, and knowledge sharing tools to the Square Team App.

Set Up

Get started with Team Communication by subscribing in the Team Communication section of your online Square Dashboard or from the Explore tab in the Square Team App on iOS devices.

Create a team member via Square Dashboard

  1. Log in to your Square Dashboard and click Team > Create Team Member.

  2. Enter the team member’s name, email, and phone number. The team member ID is optional.

  3. Enter the team member’s primary job, pay type, and pay details. 

  4. Click Continue.

  5. Choose Team Permissions or Create a new permission set.

  6. Click Save team member.

  7. The team member will receive an invitation email to create a Square account and download the Square Team App.

Learn more about the Square Team App for Employers.

Settings

Team Communication has multiple types of settings you can manage from your online Square Dashboard. Toggle the settings on or off as needed, and click Save to retain your preferences.

Messaging

  • File sharing: Allow team members to share files (like images or PDFs) in conversations.

  • GIF sharing: Allow team members to share GIFs in conversations.

Conversations

Start conversations with employees, make announcements, and send messages to your team.

Send a message

  1. Open the Square Team App and tap Messages > Chats.

  2. Tap compose icon and tap New conversation.

  3. Enter the recipient’s name. Enter multiple names to send a group message.

  4. Compose your message then tap the send icon.

Search a conversation

  1. Open the Square Team App and tap Messages > Chats.

  2. Select an existing conversation.

  3. Tap the search icon.

  4. Type a word in the search bar. 

Note: The screen will automatically scroll to the first instance of the word. If there are multiple uses of the word, use the up or down arrows to view them.

Announcements

Share announcements

  1. Log in to your online Square Dashboard and click Team > Announcements > + Announcement.

  2. Select your target audience.

  3. Compose your message then tap the send icon.

Note: The ability to create and share announcements may change based on permissions. 

Files

Manage files for your business and share files with your team.

Access files

  1. Open the Square Team App and tap More > Files.

  2. Tap a location to view files associated with that location, or tap the search bar to search for a file by its name.

Upload files

  1. Open the Square Team App and tap More > Files.

  2. Tap + Upload to view upload options. Supported file types include PDF, Microsoft Office formats (DOC, PPT, XLS), images, audio, and video. Note: Files can be up to a maximum of 40 MB.


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