Create and edit permission sets
About team permission sets
Permissions define what your team members can see or do within your Square Point of Sale, the Square Team app, and your Square Dashboard.
Full access permissions grants the highest level of access over your business, including sales reports and team member permissions. Only the business owner has a higher level of access, so we recommend only entrusting this level of access to your most trusted individuals.
All Square accounts have access to a single, customizable team permission set. This team permissions set is tied to a team passcode, which is a shared passcode for all team members assigned to team permissions to access a shared point of sale. Team passcode does not support the ability to track sales, time, or activity by team member. Custom permission sets do not have a unique passcode.
More permission sets are available with subscriptions. If you have Square Shifts or Square for Retail Plus, you have access to two permission sets included as part of your subscription. If you subscribe to Advanced Access, Square for Restaurants Plus, or Square Appointments Premium, you have unlimited custom permissions you can create for different levels of access for your team. Learn how to manage your subscriptions.
Before you begin
You can create, edit, and remove permission sets from your Square Dashboard.
You set up your team permissions set when you add your first team member. To create more custom permission sets, you must have at least one team member added. Learn how to add and manage team members.
Create a team permissions set
You can create your team permissions set from your Square Dashboard.
Sign in to your Square Dashboard, and select Staff & payroll > Team > Permissions.
Select Create permission set.
Select a permission level: Standard, Enhanced, Full.
Customize the set with individual permissions by clicking Customize.
Toggle on Full access to allow all permissions except managing bank accounts.
If you customize your permission set, select access points team members can use with this permission set.
Enter a team passcode or select Generate to create a random passcode.
Select Save.
Create a custom permission set
You can create custom permission sets from your Square Dashboard.
Sign in to your Square Dashboard, and select Staff & payroll > Team > Permissions.
Select Create permission set and enter a permission set name.
Select a permission level: Standard, Enhanced, Full.
Customize the set with individual permissions by clicking Customize.
Toggle on Full access to allow all permissions except managing bank accounts.
If you customize your permission set, select access points team members can use with this permission set.
Select Save.
Edit a permission set
You can edit any permission set from your permissions list in Square Dashboard. Any changes made apply to all team members assigned to the permission set.
Sign in to your Square Dashboard, and select Staff & payroll > Team > Permissions.
Select an existing permission set to make edits.
When finished, click Continue.
You can also edit your team permissions set from your Square Dashboard in your business settings.
Sign in to your Square Dashboard, and select Settings > Account & Settings > Business information > Business security.
For Team Permissions, select Edit permissions.
Make any changes and select Save.
Remove a permission set
You can remove a permission set from your Square Dashboard. Remove all active team members from the permission set before deleting it. If a team member is assigned to an inactive permission set, they lose access to Square.
Sign in to your Square Dashboard, and select Staff & payroll > Team > Permissions.
Select the permission set you want to delete.
Select Delete.
Confirm you want to delete the set by selecting Delete again.