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Manage team member documents

Who is this article for?
  • Sellers with the team management permission to manage team members. Set permissions in Square Dashboard.
  • Square Shifts Plus and Square Team Communication subscribers
  • About team member documents

    With Square Shifts Plus and Square Team Communication, you can store and manage team member documents. Once uploaded, your team members can view these documents in the Square Team app.

    Team member documents may include hiring and onboarding materials, certifications, employment records and more.

    Before you begin

    Files can be up to 25 MB in size.

    You can manage documents from your Square Dashboard.

    Upload a document

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

    2. Select a team member.

    3. Select Documents > Uploaddocument.

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

    Download a document

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

    2. Select a team member.

    3. Select Documents.

    4. Select a document and select by the name of the document.

    5. Select Download.

    Delete a document

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

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

    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.

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