Manage Your Team from the Square Point of Sale App

With Team Management and Team Plus, you can now easily create and manage team members directly from your point of sale.

To get started, you’ll want to create a team member. To do so:

1. From the Navigation panel in your Square Point of Sale app, tap Team.

2. Tap the “+” icon to pull up the Create team member screen.

3. Start by entering the team member’s name, date of birth, address, email address or phone number.

4. From here, tap Primary job title to assign the team member a job title or Create job to assign them a newly created job title.

5. Tap the back arrow to return to the Create team member screen and input the team member’s Hourly rate. Note: This field is not required to save your team member’s profile information.

6. Tap Permission set to assign your team member to an existing permission set. Note: Team members will automatically be assigned to Team permissions upon creation. Creating and editing new permission sets is only available on Square Dashboard at this time.

7. Tap Personal passcode if you’d like to create and assign a custom passcode to the team member > tap Done. Note: An automatically generated passcode will be assigned to new team members, but you will always have the option to assign a custom passcode from this section.

8. Tap Location to select the appropriate location(s) for the team member and choose to toggle on/off the option to Assign to all current and future locations. Note: The Location section will default to the current location associated with your Square Point of Sale account during the creation of your team member(s).

9. After returning to the Create team member screen and confirming all information is accurate, tap Save.

Continue to follow the instructions above to create additional team members in-app. Once a team member has been created, they will immediately be able to use Square Point of Sale based on the settings and permissions you’ve enabled for them. Note: You will receive a notification regarding Missing info if there is any required information missing from the team member profile(s) you create.

Edit Existing Team Members

You can also edit information for existing team members in the Square Point of Sale app. To get started:

1. From the Navigation panel in your Square Point of Sale app, tap Team.

2. Tap on the team member in question > tap Edit profile.

3. Edit the information in question. Note: You will not be able to update their contact information once the team member has accepted their invite.

4. Once you’ve finished making changes, tap Save.

Changes made to existing team members should take effect immediately after saving. As a best practice, have the team member(s) confirm that the information is accurate and test out their passcode and permissions (if they were updated) to ensure no issues occur at the point of sale.

FAQs