Use Case: When a user reaches for access to their Square Dashboard, or Square account.
Ticket Sample:
Questions/Steps:
- Please check with the store to confirm whether they have an active Square account and have previously used a device, or if this will be their first time.
- If store does not have an account, request for the following information:
Required details (include in escalation and ticket):- Location name
- Follett location number
- Location address
- Location phone number
- Event date
- Manager name + email (Square dashboard access)
- Location logo (attach; retrieve from Quad)
- Note: Manager receives dashboard access; for additional managers later, log another FSC ticket.
Escalate to approvals (Side Conversation email): Tracy (tniven@follett.com) + Melek (mleylani@follett.com) + Neil (nepatel@follett.com)*- * NOTE: Do NOT include Neil Patel for new account requests. You can include Andrew Schooler (aschooler@follett.com)
- If the store has an active Square account, obtain the employee’s ID, email address, first and last name, and access level. Then, add them as a team member in Square.