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Manage User Roles and Permissions
Manage User Roles and Permissions

Learn how to manage give or restrict access to your users

Square Takeoff avatar
Written by Square Takeoff
Updated over 4 months ago

Roles Overview

Each user is given a role that carries permission levels. The default roles in Square are "Administrator" and "User". The main difference between these rolls is that the Administrator Role has all permission granted and the User Role has restricted permissions. The User Roll permissions limit access to the following: billing, licensing, adding template, editing templates, reordering templates, and deleting templates.


Creating Custom Roles

Step 1: Go to User Management

Step 2: Select Roles

Step 3: Provide your role with a new description

Step 4: Select the module you would like to edit and adjust the provided permissions. You will only be able to select from the available boxes, any greyed out boxes are intentionally non editable.

Step 5: Save your new role


Applying Roles to Users

Step 1: Select User Management > User

Step 2: Select Edit on the user you would like to adjust

Step 3: Select the Role Name drop down and choose from your roles

Step 4: Select Save


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