Creating User Log-in

Written by Matt Young

Last published at: May 7th, 2025

Creating log-ins can be done by the General Manager or Admin.

  1. Log into the web dashboard at https://squareup.com/dashboard/
  2. Once you are logged into the dashboard click on the teams icon section on the left
  3. This will take you to the team members page, to add a new person click the “+ Team member” option in the top right
  4. 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”
  5. Select “None” for “Pay type”
  6. 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.
  7. Set Permissions based on their position.
    1. For Site Supervisor -- select “Site Supervisor”
    2. For Retail Lead -- select “Retail”
  8. Select the “Location” they will need access.

  9. Under “Credentials”, enter a 4-digit personal passcode or select “Generate” for an auto-generated passcode
  10. Save Team Member