Manage Team Member Documents

With Square Shifts Plus and Square Team Communication, you can store and manage team member documents including hiring and onboarding materials, certifications, employment records and more. Files can be up to 25 MB in size.

Upload team member documents

1. Sign in to your Square Dashboard and select Staff > Team > Team members.

2. Select a team member.

3. Select Documents > Upload document. 

4. Drag and drop or select a file to upload.

Download a team member document

1. Sign in to your Square Dashboard and select Staff > Team > Team members.

2. Select a team member.

3. Select Documents. 

4. Select a document and select the three dots next to the name of the document.

5. Select Download.

Rename a team member document

1. Sign in to your Square Dashboard and select Staff > Team > Team members.

2. Select a team member.

3. Select Documents. 

4. Select a document and select the three dots next to the name of the document.

5. Select Rename.

6. Enter a new name and select Save.

Delete a team member document

To permanently delete a team member’s information, please contact [email protected]. Make sure to retain any documents you’re required to keep based on applicable employment law.

1. Sign in to your Square Dashboard and select Staff > Team > Team members 

2. Select a team member.

3. Select Documents. 

4. Select a document and select the three dots next to the name of the document.

5. Select Delete.

Permissions for team member documents

Team member documents are visible to the account owner, full access team members and team members with the following Team Management permissions:

• View team member documents: allow team member to view documents in team members’ profiles.

• Manage team member documents: allow team member to view, upload, download, rename and delete documents in team members’ profiles.

Learn more about permissions you can assign to your team members.