Handling sensitve information on conference calls

If you a seller/caller tells you he/she is going to put you on speaker or someone else is going to join the call what should you do?

• Hang up

• Give the new person joining the call recording disclaimer

• continue with the call as if nothing happened

• Get consent from the account owner to continue with the call

If an employee (not an auth rep nor the owner) calls in and asks if he/she can call the owner to join in a 3 way call what should you do?

• Inform them that since they called in you need to continue with the owner on a different call

• Continue as if nothing happened

• Hang up the call

• Provide the owner the disclaimer stated on the "US/CA Verify sellers SFK

If you need to discuss P1 info on a conference call when the one who called in was not the account owner how should you proceed once you get consent from the account owner to continue?

• hang up the call

• Continue with the call since the disclaimer has been provided and you got consent from the owner

• Tell the account owner he/she has to call in directly

• continue the call just the the employee and tell the account owner he/she can leave the call

If you need to discuss P0 info on a conference call when the one who called in was not the account owner how should you proceed once you get consent from the account owner to continue?

• Hang up the call

• Tell the account owner you cannot continue on a conference call and ask him/her to call in directly to continue

• Continue with the call as normal

• Continue with the call just with the employee/auth rep

Can i disable a 2fa for a seller on a 3 way call with an employee?

• YES

• NO

Can i delete a bank account for a seller on a 3 way call with and employee?

• YES

• NO

Can i tell a seller how to subscribe for payroll on a 3 way call with an employee

• YES

• NO

If an employee calls the account owner to give you consent for helping them get his Square register working can you continue just with the employee?

• YES

• NO

Can i provide an employee (not an auth rep) info on how square for payroll works?

• YES (without providing hints for an account)

• NO (we cannot assist anyone but the owner or an auth rep with that info)

If you are on a 3 way call and you need to disclose P1 info but the seller did not accepted to give consent to continue discussing sensitive info what should you do?

• Tell the seller you will need to hang up the call

• ask the seller to tell the other parties involved to leave the call if he wants to continue

• Tell the seller to call back later

• Hang up the call without giving the disclaimer to any of the parties involved