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katie1324

Allow employees to view limited sales reporting but nothing further

I am having some trouble in Square with team members using our POS system having the ability to view our annual sales reports and other sensitive information. 
 
We are looking for a solution where our team members have access to limiting sales reporting (up to 90 days) but not anything past that. 
 
I have found this article that mentions it is possible, however; cannot find how to do it in the Permissions section of Square. 
 
Any information with us would be greatly appreciated.
 
Thanks!
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Admin

Re: Allow employees to view limited sales reporting but nothing further

Hey @Katie1234 -

 

With Team permissions, you can now set granular restrictions that limits employees' visibility into certain reports (like Sales or Cash drawer reports) but there's not a setting that restricts viewing for a certain time frame. 

 

If you want to learn more on the Permissions available with Team Management,  check out this article!

 

 

 

 

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katie1324

Re: Allow employees to view limited sales reporting but nothing further

Thanks Justin!

 

It's vital for our staff to see our daily sales reporting for cash out and tip purposes, but they do not need to see past this. Does Square have any plans to allow restrictions to certain time frames of sales reports? For example, team members to view 1D and 1W reports, but not 1M, 3M, and 1Y reports. 

 

I feel like I can't be the only Square user who feels this way?

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Admin

Re: Allow employees to view limited sales reporting but nothing further

@katie1324 Stepping in for @JustinC here!
 

There's not a functionality for what you're looking for exactly at this time but I'd be happy to pass it forward as a feature request to our Product Team!

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