Visit Staff > Team > Permissions in your Square Dashboard.Įnter a name for the permission set, such as “Server” or “Host”. Team members can have multiple wages (with job titles), but only one permission set. Once you create a job title, team members can choose their job title at the beginning of their shift when they clock in from the Square for Restaurants POS app - allowing you to track multiple labor costs using Square Shifts.Īssigning a permission set will determine your team member’s permissions. What’s the difference between job title and permission set?Ī Job Title refers to the name of a position with a corresponding wage. If using Restaurants Free, either create a general “Team” employee passcode, or apply the “Team Permission” set to individual employee profiles. Team permissions are included within Restaurants Plus only. Note: A passcode is required to sign into both Square for Restaurants Free and Restaurants Plus. Once you customize a permission set, each team member is assigned to the permission set will have the same level of access. Team Permission SetsĬreating a permission group allows you to customize the level of access and limit actions your team members can take on both the Square for Restaurants app and online Square Dashboard. Read more about job titles and shifts with Square. To set permissions and limit account access, assign them a permission set from the Permissions section of your online Square Dashboard. ![]() Note: A team member’s job title is not associated with any particular set of permissions and is only used to associate time worked with the correct job. Once you save your settings, the new job title(s) will reflect in the Restaurants app when your team member clocks in. If they perform more than one job, click Add Job, then enter a job title and wage. Under Compensation, enter a job title and wage. Head to Staff > Team > Team Members in your online Square Dashboard and select a team member. To set up multiple job titles for a team member: For example, let’s say one of your team members works as a server Saturday and Sunday, but works as a bartender Tuesday, Thursday, Friday - multiple job titles allows your team members to select a specific role when they clock in at the beginning of their shift from the Restaurants POS app. If a team member has multiple titles at your restaurant, you can track their time and hourly wage separately. Team members will also have the option to download the Square Team app to clock in/out, view their hours worked via shifts, view their pay for the week, and view/edit their team profile - all from their own iPhones or Android devices, at no additional charge. If applicable, this team member will be invited via email to create their own login for accessing online Square Dashboard and/or the Square Point of Sale app on their personal device. If a team member has been given access to both the Square app and online Square Dashboard, they’ll need a Personal Passcode and an email address they’ll use to sign in. This will send the team member an email inviting them to create a password for their account. If your team member’s permission set allows them to access the Square Dashboard or the Square app on their own device, enter the email address they will use to log in. To allow your team member to sign into the Square app and clock in/out using a passcode, enter a custom 4-digit passcode or click Generate to create one at random. To allow your team member to log in to the Square app to accept payments, clock in/out using the Square app, and/or access the online Square Dashboard, click Enable Permissions and select or create a permission set from the dropdown menu. Assign or create a job title and enter their wage. This is only necessary if you are tracking shifts with Square. Under Compensation, select whether this team member is exempt from overtime. Create a New Team Member Profileįrom Staff > Team > Team Members list in your online Square Dashboard, click Create Team Member.Įnter the member’s name and personal information > Save. Review the full comparison of features between Square POS, the Square for Restaurants Free Plan and Plus Plan. ![]() ![]() Note: Team Management is now included in the Square for Restaurants Plus plan. If you are new to Team Management, check out our getting started guide. With Team Management, you can maintain staff shifts, control team permissions, and access advanced reporting tools. Multiple Job Titles Team Permission Sets Shifts
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