x

How do I add employees to the dashboard?

Hi, I have added team members with their emails but they are not receiving an email to register so they can access the dashboard and other tools. How do I go about this? 

5,951 Views
Message 1 of 17
Report
1 Best Answer
Square Community Moderator

Best Answer

Hi there, @msmoore2 👋 Thanks for reaching out to us here on the Seller Community! We are happy to have you.join us.

 

I've gone ahead and merged your post into an existing thread of Sellers who were also looking for information regarding setting employee permissions and granted login access. Here is a helpful Best Answer to get you started.

 

In regards to re-sending permission invite emails, you can select the specific Team Member from your Online Dashboard. Once selected, click on Edit Permissions - this will open the following window. You will see an option to resend an invite here:

 

Let me know if this gets you where you need to be!

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

View Best Answer >

5,911 Views
Message 2 of 17
Report
16 REPLIES 16
Square Community Moderator

Best Answer

Hi there, @msmoore2 👋 Thanks for reaching out to us here on the Seller Community! We are happy to have you.join us.

 

I've gone ahead and merged your post into an existing thread of Sellers who were also looking for information regarding setting employee permissions and granted login access. Here is a helpful Best Answer to get you started.

 

In regards to re-sending permission invite emails, you can select the specific Team Member from your Online Dashboard. Once selected, click on Edit Permissions - this will open the following window. You will see an option to resend an invite here:

 

Let me know if this gets you where you need to be!

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
5,912 Views
Message 2 of 17
Report

Hi, this option does not show on my screen.

5,903 Views
Message 3 of 17
Report
Square Community Moderator

Would you mind clarifying, @mcmoore2? What screen are you looking at? Are you using the Online Dashboard or are you on a mobile device or app?

 

The more info and context you provide, the more of a tailored answer we can provide.

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
5,902 Views
Message 4 of 17
Report

I am looking on the online dashboard under team permissions.

5,898 Views
Message 5 of 17
Report
Square Community Moderator

Would you mind sharing a screenshot of what you're seeing, @msmoore2?

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
5,896 Views
Message 6 of 17
Report

Screen Shot 2020-09-22 at 11.00.41 AM.png

5,895 Views
Message 7 of 17
Report
Square Community Moderator

Got it! This screen you are viewing is the Edit Permissions tab in lieu of the Team Members tab.

 

You will need to select the following:

  • Team from the left-hand side main navigation bar
  • Team Members from the next left-hand choices
  • Select specific Team Member you would like to edi
  • Edit Permissions

That should get you where you need to be! 

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
5,889 Views
Message 8 of 17
Report

took out personal info

5,888 Views
Message 9 of 17
Report
Square Community Moderator

Thanks for that, @msmoore2. Have you given your employees a specific job title in the Team Member edit window? This will open up Permission Settings to be accessed. See below:

 

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
5,887 Views
Message 10 of 17
Report

Thank You so much for your help, I got it!

5,588 Views
Message 11 of 17
Report
Square Community Moderator

Great to hear, @msmoore2! Glad you got this one solved! Feel free to reach out if anything else comes up! 😎

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
5,588 Views
Message 12 of 17
Report

No, this didn't work. When I open my team member's info there is no option to "Edit Permissions."

4,982 Views
Message 13 of 17
Report

I have been trying to resend an invite to an employee under Permissions but do not get an option to "Resend Invitation".  I have a screenshot but do not have permission to upload images.

5,403 Views
Message 14 of 17
Report
Admin

@Arcnadius I'm assuming you're the Account Owner, yes? Only the Account Owner can send the invitation. Maybe try switching to a different browser if you haven't yet already... like Chrome. Let us know if it's still not showing!

nika
Beta Community Manager, Square
Join the Beta Community
Evaluate | Influence | Engage


5,392 Views
Message 15 of 17
Report

I had this problem using Chrome

 

4,981 Views
Message 16 of 17
Report
Alumni

@KRNAACPSCLOCTY

 

Are you trying to resend an employee invite? If so, here are screenshots. 

 

Screen Shot 2021-07-16 at 4.33.21 PM.png

 

Once you click edit, you'll see this window: 

 

 

Justin
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
4,839 Views
Message 17 of 17
Report