Allow Orda Team to Access Your Catalog

Need Help with Catalog Management? We are here to help!

Sometimes customers need help to create, edit, update or manage their catalog and items. For this Square and Orda can help you easily by adding us a trusted team member with limited access to your dashboard without compromising your data.

1. Square Dashboard for Team Members

1. Launch and authenticate to your Square Dashboard at link

2. Then Select from the menu > Staff & payroll > Team 

3. You now should see all team members with access to your dashboard

4. On the left side bar, select "Permissions" to see the list of access team members

2. Add Orda Team Support Team to limited access

1. Click the "Create permissions set" to add a new access rule

2. For the permission set name use "Orda Support - Catalog Only"

3. Enable only the Items option so Orda can update your catalog, see the screen below

4. Then click Next to go to the access page

5. Click Next again and make sure the new permission set it ready to be used

3. Create a new team member with limited access to your catalog

Now we can add the Orda Support <sales@getorda.com> team and select the right access permissions

1. In the Team Members tab click on the "+ Add Team Member" 

2. In the "Set up team member" dialog, fill in the Orda Team information, 

3. When you are asked for the email use sales@getorda.com

4. When you are asked for the permission set use the permission set we've just created