Hi Seller Community!
When running a business — especially if it’s across multiple locations, devices and job functions — it’ll be important to make sure you can manage your team easily and effectively. Square Team Management has the tools to help you do just that. It’s a comprehensive team software solution that helps you schedule and manage your team — wherever you are.
In this post, we will run through some basics of what Team Management includes, the different plans and walk you through how to set up Team Permissions.
Have questions for us? Feel free to reply below and we’ll do our best!
Is it free to use Team Management?
Team Management has a free plan and a paid Team Plus plan. If you opt for the paid Team Plus plan, you will also be able to try the software for free for 30-day! Team Plus has a monthly subscription cost of €25+VAT per location.
If you are using Square for Restaurant Plus, Square for Retail Plus or Square Appointment for Team, then Team Management Plus is already included in your subscription, with no additional charge!
What’s the difference between the free plan and the paid plan?
The paid plan gives you access to more advanced features like creating more than one set of permissions, track sales by team member, calculating labour costs vs sales reports, and more.
To compare the plans in detail and see which one is more suitable for your business needs, check out this article in our Support Centre.
What’s the difference between adding a Team Member and an Authorised Representative?
Having a staff member added as a Team Member means they will be granted access to perform a specific task for your business — either through the Square Dashboard or on the Square App — but does not mean they can contact Square Support to discuss account details.
A staff member can be added as an Authorised Representative — someone who, aside from you (the account owner) can contact Square Support to discuss account-specific details or manage specific tasks — without having access to the Square account or the app in any way.
For a Team Member to discuss account specific details AND access certain Dashboard or Square Point of Sale functions, they will need to be both an Authorised Representative and a Team Member. This is a handy guide that highlights all the features and differences between a Team Member and an Authorised Representative, and how you can add them.
How can I set my team up on Team Management?
Our team has created the video below to walk you through, step by step, how to create permission sets, customising your permission and adding your team members. Watch and follow along - you will be up and running in no time!
Have questions for us? Feel free to reply below and we’ll do our best!
Tra
Community Manager, Square
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