How to Add an Authorized Representative | Square

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Adding an Authorized Representative means you can approve someone—like a trusted employee, business partner, or accountant—to contact Square Support on your behalf. You can add and manage your Authorized Representatives from your Square Dashboard.

To learn more about setting up Authorized Representatives, go to http://www.square.com/help and search Authorized Representative.

TRANSCRIPT

Sometimes you need someone other than the account holder to reach out to Square Support. Add an Authorized Representative to your account and designate someone to contact us on your behalf. Add a trusted employee, your accountant, or your business partner. An Authorized Representative can discuss your transaction details, make changes to your profile, and remove an old bank account.

Have someone in mind? Great! Log in to your Square account and go to Account and Settings. Click Authorized Representatives. Then create one.

Add an existing employee via the drop-down menu at the top or add a new person by filling out the form. Pro tip: Security authentication codes are sent via text message, so make sure your representative’s number is a mobile phone. Otherwise, Square may not be able to verify their identity.

Next, specify the locations the representative can discuss by clicking Locations. Click Save. And Save again. A legal disclaimer will pop up. If everything is good to go, click Confirm. Now you have an Authorized Representative.

When they call our team, they’ll be asked to verify their identity using the authentication code sent to their email or mobile phone number.

If you need to remove an Authorized Representative, simply go back to the list, find the name of the person you’d like to deauthorize. And remove!

To learn more about Authorized Representatives, visit square.com/help and search keyword: Authorized Representative

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