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Create and Manage Device Profiles

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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 view and add devices and create device codes 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 select Square Point of Sale sellers have access to remote device management. Sellers using the Square Restaurants POS app or Square Retail POS app will have different device management features and can manage devices in Square Dashboard through Settings > Device Management > Points of sale > POS Devices. Learn more about managing devices with Square for Restaurants and shared settings with Square for Retail.

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

To start, Square will be offering remote device management for free with limitations to Square Point of Sale sellers. After that, remote device management and additional features will only be available through a paid monthly subscription.

Device Profiles

Create device profiles

Review the steps below to create device profiles for the Square Point of Sale app.

  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 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.

Manage device permission for employees

  1. Sign in to your Square Dashboard and 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.

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 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

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.

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