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New account - same email

We had to open a new account because we lost access to our old one after key employee turnover. The problem is that user email addresses (company domain) are linked to the old account and we can't figure out how to get them to default to the new one. When users accept a payment (generally over the phone so no swipe or card present) there is no way to tell which account they are actually running the payment under. My hope is we are just missing a toggle somewhere or the users can manually remove themselves from the old account. What are our options?

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@FHBMZALE Are you using your customer saved payment on file to run a sale?

 

The account owner e-mail will have to be a new e-mail, and this is a good example of always have access and never let 1 employee control everything.  As far as customers, you will have to basically rebuild all of the customer base as it will be seen as 2 different business.  If you are still able to run under the old account, then you haven't truly lost access to it, only to the account owner e-mail portion.  If you are running a new account, in no way should you use anything associated with the old account.  Log in new on everything.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
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Square Champion

Best Answer

@FHBMZALE Are you using your customer saved payment on file to run a sale?

 

The account owner e-mail will have to be a new e-mail, and this is a good example of always have access and never let 1 employee control everything.  As far as customers, you will have to basically rebuild all of the customer base as it will be seen as 2 different business.  If you are still able to run under the old account, then you haven't truly lost access to it, only to the account owner e-mail portion.  If you are running a new account, in no way should you use anything associated with the old account.  Log in new on everything.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
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