Adding an authorized user to your Square account allows you to grant access to specific features and functionalities to other individuals. This can be helpful for managing your business, especially if you have employees or partners who need to access your account.
Steps to Add an Authorized User
- Log in to your Square Dashboard: Visit the Square website and log in using your account credentials.
- Navigate to 'Team': Click on the 'Team' tab located on the left-hand side of the dashboard.
- Select 'Add Team Member': Click on the 'Add Team Member' button, usually located at the top or bottom of the 'Team' page.
- Enter User Information: Provide the requested information for the new authorized user, including their name, email address, and phone number.
- Choose Permissions: Select the specific permissions you want to grant to the authorized user. These may include accessing sales reports, managing inventory, processing payments, or other functions.
- Review and Submit: Carefully review the information you've entered and the permissions you've selected. Once you're satisfied, click 'Submit' to complete the process.
Types of Authorized Users
Square offers different types of authorized users, each with their own set of permissions:
- Employee: An employee can access features related to their specific role, such as processing payments, managing inventory, or viewing sales reports.
- Manager: A manager has broader permissions, including the ability to add and manage other employees, adjust pricing, and access detailed business reports.
- Owner: The owner has full control over the Square account, including the ability to manage all aspects of the business, such as financial settings, permissions, and integrations.
Practical Insights
- Specific Permissions: When setting permissions, consider the specific tasks each authorized user needs to perform and grant them only the necessary access.
- Multiple Users: You can add multiple authorized users with different roles and permissions, allowing you to create a streamlined and efficient workflow.
- Security: Ensure that you use strong passwords and keep your account secure, as unauthorized access can have serious consequences.
