How to provide access to Square

Learn how to provide access to your Square account, so we can set up and maintain your bank feed in Xero.

Full-Access gives your team member full-team permissions for your online Square Dashboard and Square Point of Sale app. These team members will be granted all permissions except adding or editing bank accounts for transfers, adding Authorized Representatives, and performing OAuth for Square APIs – only the account owner can perform these tasks.

How to Add Full-Access Team Member Permissions to an Existing Team Member

Use this method if you already have a team member in your Square account whose permissions you’d like to change.

1. In your online Square Dashboard click the Team button
2. Select a current team member profile
3. Under Permissions click Edit
4. Select Team Permissions
5. Enable Full Access
6. Create or generate a passcode, enter the team member’s email address and click Save

How to Add A New Team Member With Full-Access Permissions

Use these instructions if you are adding a new team member to Square and granting them Full Access permissions.

1. In your online Square Dashboard click the Team button
2. Click Create Team Member
3. Enter the team member’s name, email, and phone number, ID is optional
4. Under Permissions click Enable Permissions
5. Select Team Permissions
6. Enable Full Access
7. Create or generate a passcode, enter the team member’s email address and click Save