Creating log-ins can be done by the General Manager or Admin.
- Log into the web dashboard at https://squareup.com/dashboard/
- Once you are logged into the dashboard click on the teams icon section on the left
- This will take you to the team members page, to add a new person click the “+ Team member” option in the top right
- On the next screen enter First name and Last name. Phone number or email not needed. Set their “Primary job title” based on their position.
- For Site Supervisor -- select “Site Supervisor”
- For Retail Lead -- select “Retail”
- Select “None” for “Pay type”
- Select “Continue”
You will get a scary message along the top saying that they won’t have access to their timecard. Just ignore the message and click continue again. - Set Permissions based on their position.
- For Site Supervisor -- select “Site Supervisor”
- For Retail Lead -- select “Retail”
- Select the “Location” they will need access.
- Under “Credentials”, enter a 4-digit personal passcode or select “Generate” for an auto-generated passcode
- Save Team Member