Home

Create and Manage Device Profiles

Device profiles allow you and your employees to save and reuse settings across all of your devices from your Square Dashboard. Once you create a device profile, you can assign it to your devices to automatically apply customized settings. Before you create device profiles, learn how to with remote device management.

You'll need to update your Square app and device software to the latest version to avoid any issues on the devices you have linked to profiles.

Note: Currently, only Square Point of Sale and Retail POS devices can be managed with remote device management. Sellers using the Square Restaurants POS app will have different device management features and can manage devices in through Settings > Device Management > Points of sale > POS Devices. Learn more about managing devices with Square for Restaurants.

Device management makes it possible to control many different settings, but some are managed per location, or apply to your entire account. You will need to manage those settings on your device directly or in Square Dashboard.

Pricing

Square Remote Device Management is in beta and is rolling out gradually to all Square customers for free trial testing. You will be able to access remote device management in your Square Dashboard, through Settings > Device Management. Here you’ll find the device hub, which shows you all of your devices. You’ll be able to create Device Profiles and monitor all your devices by selecting one of the tabs in the left-hand panel. Once the beta is over, you will need to pay a fee to continue to access the feature.

Device Profiles

Review the steps below to set up and manage device profiles for Square Point of Sale and Retail POS devices.

Create device profiles

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.
  2. Click Create.
  3. Select a Square Point of Sale or Square for Retail application.
  4. Enter the device profile name.
  5. Click Save to view your new device profile.

Edit device profiles

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.
  2. Select an existing device profile and click Edit. You can also click > Edit profile.
  3. Update the device profile name.
  4. Click Save.

Add and edit assigned devices

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.
  2. Select an existing device profile and click Edit next to Assigned devices to add devices. You can also click > Edit assigned devices.
  3. Check the box next to the device to which you want to assign the device profile.
  4. Click Save.

Permissions-Device Profiles-Dashboard-US

Note: If you check the Create, edit, and delete device profiles box in the permission set, the following settings will also be enabled in device profile settings and are unable to be disabled individually:

  • Checkout
  • Installing Add-ons (+)
  • Cash Management
  • Gift Cards
  • Invoices
  • Loyalty
  • Messages
  • Square Online
  • Open Tickets
  • Payment Links
  • Buyer Subscriptions
  • Team Management
  • Text Message Marketing

Manage Device Profile Settings

Manage device profile settings for devices using the Square Point of Sale or Retail POS app in your Square Dashboard. You can customize the checkout, security, and add-on settings.

Changes you make to the settings automatically update on your device after a transaction completes or when you open and close the app.

To manage settings directly on your device, tap ≡ More > Settings > Checkout and customize the options under General. If you assigned the device to a device profile, any changes you make automatically sync with the Square POS app.

Square Point of Sale and Square for Retail

Manage checkout settings

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.
  2. Select an existing device profile, scroll down and click Manage under Settings.
  3. If you assigned multiple devices to the device profile, click Continue. Editing the device profile affects the settings on all synced devices.
  4. Click Checkout to edit the checkout settings.
  5. Customize the checkout settings listed under General.
  6. Click Save.

Manage security settings

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.
  2. Select an existing device profile, scroll down and click Manage under Settings.
  3. If you assigned multiple devices to the device profile, click Continue. Editing the device profile affects the settings on all synced devices.
  4. Click Security to edit the password security settings.
  5. Click Save.

Manage add-on settings

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.
  2. Select an existing device profile, scroll down and click Manage under Settings.
  3. If you assigned multiple devices to the device profile, click Continue. Editing the device profile affects the settings on all synced devices.
  4. Click any of the Add-ons for which you want to change the settings. Click + to include Add-ons in a device profile not listed in the navigation panel.
  5. Click Save.

Duplicate Device Profiles

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.

  2. Select an existing device profile and click > Duplicate profile.

  3. Enter the device profile name and select a Square Point of Sale application.

  4. Click Save.

Delete Device Profiles

  1. Sign in to your Square Dashboard and click Settings > Device Management > Profiles > Device Profiles.

  2. Select an existing device profile and click > Delete profile. Then, confirm you want to delete the profile. If the device profile is assigned to a device, you need to remove the linked devices first to delete the device profile.

Device Permissions for Employees

To give your team members access to Remote Device Management:

  1. Sign in to your Square Dashboardand click Staff & Payroll > Team > Permissions.

  2. Click Create permissions set or click an existing permission set to update.

  3. Toggle on Account & Settings.

  4. Set up device settings permissions under the Devices section.

  5. Click Continue.

  6. Select the access points your employees can use with the permission set.

  7. Click Save.

Note: If you check the Create, edit, and delete device profiles box in the permission set, the following settings will also be enabled in device profile settings and are unable to be disabled individually:

  • Checkout

  • Installing Add-ons (+)

  • Cash Management

  • Gift Cards

  • Invoices

  • Loyalty

  • Messages

  • Square Online

  • Open Tickets

  • Payment Links

  • Buyer Subscriptions

  • Team Management

  • Text Message Marketing