Create Square for Franchises Users
What are Users?
Users is a general term used for individuals with a role in Square for Franchises of any level. From a Merchant Super Admin to a Store Cashier.
User types and level of access
You can use permission sets to provide users access to certain features depending on their position and status.
Role |
Description |
Merchant Super Admin |
Allows users to edit and manage everything in the Square for Franchises dashboard at the store and merchant level. |
Merchant Marketer |
Allows users to manage marketing settings, including managing the customer list, forming different audiences, managing the loyalty program, sending marketing campaigns and setting promotions. |
Merchant Operator |
Allows users to assign stores for new users to manage. |
Store Admin |
Allows users to edit anything within their assigned stores. |
Store Operations |
Allows users to edit and manage orders, business hours and delivery and pick-up settings only for their assigned stores. |
Store Cashier |
Allows users to edit and manage orders of their assigned stores. |
Add a user
Sign in to your Square for Franchises dashboard, click Merchant from the drop-down menu and select Team.
Click Add User.
Fill out the required information for the user, including their email address and their role and access level.
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Click Invite.
The invited user will receive an email identical to the onboarding email when signing up for a Square for Franchises account and will follow the same onboarding process.