I need help setting up team members

cdesfusa · ‎11-27-2019

I am the administrator owner of our Square account and have added team members so that they can process payments on their phones. I have sent them email invites per the dashboard. What happens next? Do they create their own account from the invite? And if so, how does it link to my account? How am I assured they are set up and ready to sell?

JustinC · ‎11-28-2019

@cdesfusa Seems like you're halfway there!

Since the employee invite will have the name of your biz mentioned, you'll know their employee profile is tagged to the right account. Next, have them open the invite to create a password and enter shipping info to get their free reader.

After they're finished setting up, have them sign in from the POS app on their mobile device and take a test payment of $1 - you'll see it in Transactions on the Dashboard which indicates their profile is properly set up and ready sell.

Justin
Community Moderator, Square
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