how do team members log in?

Kalindi · ‎09-04-2020

I've added my bookkeeper, given her a passcode, how does she log in to my account?

Alex_ · ‎09-06-2020

Hi @Kalindi,

Thank you for posting in the Seller Community. Welcome.

Is this bookkeeper planning on logging in through a computer or by using your app?

Alex_
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Kalindi · ‎09-06-2020

My bookkeeper works with Quickbooks on her computer mostly. I doubt she would use the app. I generated her but she hadn’t been given a way to create login creds for my business. Am I supposed to share my password with her???

AshleyK · ‎09-08-2020

@Kalindi you will need to give her mobile point of sale access where she will set up her own password (that way you can protect your account information).

Check out this article which will break down how to best set up permissions for your bookkeeper. 🙂

AshleyK
Community Moderator, Square
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