Add and manage authorized representatives
About authorized representatives
Sometimes you may want someone other than the account owner to manage specific tasks or reach out to Square Support. You can grant your team members account access by adding them as an authorized representative.
An authorized representative is a team member or associate who can:
Contact Square Support for general guidance (no account-specific details)
Ask Square Support general questions about Square Loans (excluding offer-specific details)
Discuss account-specific details with Square Support, like transactions, transfers, fees, customers, and subscriptions
Ask Square Support to update business information
Only the Account Owner can take action on a Square Loan, including applying, cancelling, requesting servicing support and more.
Before you begin
You can manage team members as authorized representatives from your Square Dashboard or your point of sale app. Learn how to add and manage team members.
If you are using Modes on your Square POS app, add the Team Member add-on first. Learn how to Manage your Square point of sale add-ons.
Add an authorized representative
There are two ways to add authorized representatives from your Square Dashboard:
Option 1: From a team member profile:
- Sign in to Square Dashboard and go to Staff > Team > Team members.
- Select a team member’s name.
- Click (•••) > Edit Permissions.
- Under ‘Assign permissions,’ toggle on Authorized representative.
- Click Save.
Option 2: From business security settings:
- Sign in to Square Dashboard and go to Settings > Account & Settings > My business > Security.
- Under Authorized Representatives, click Assign authorized representative and choose to:
- Add new team member: Follow the steps to add a new team member.
- Select existing team members: Select an existing team member and select Assign authorized representative.
- Changes will automatically save.
If you are using Modes, add the Team Member add-on first. See how to manage add-ons here.
- Open your Square app, and tap ≡ More > Team.
- Tap a team member’s name and tap the edit icon.
- Toggle on Authorized representative.
- Tap Save.
Remove an authorized representative
You can remove an authorized representative from your Square Dashboard by either directly editing the team member or through your business security settings and from your Square app.
Option 1: From a team member profile:
- Sign in to your Square Dashboard, and go to Staff > Team > Team members.
- Click a team member’s name.
- Within the Permissions section of their profile, select Edit.
- Toggle off Authorized representative.
- Click Save.
Option 2: From business security settings:
- In your Square Dashboard, go to Settings > Account & Settings > My Business > Security.
- Under Authorized representatives, select a team member’s name.
- Within the Permissions section of their profile, select Edit.
- Toggle off Authorized representative.
- Click Save.