Manage employee roles and access permissions

Clover uses roles and permissions to grant employees, managers, and admins access to different areas of your system.

• Role. A set of one or more permissions assigned to a user, for example, an employee, manager, or admin.
• Permissions. A set of actions or functions assigned to a role. 

In addition to the predefined roles and permissions that come with your system, you can add permissions to existing roles and create custom roles with unique permissions.

Assign employees a role

On the dashboard

1. Log in to your Clover dashboard.
2. Select Employees from the left side menu.
3. Select > Roles. The Employee roles page appears.
4. Select the role to edit and select Edit to add or remove an employee.
5. Select Save. After you assign employees to a role, you can change that role at any time.

On a Clover device

1. Open the Employees app.
2. Select the employee you want to edit.
3. Select Edit at the top right.
4. Select the Role dropdown menu and select an employee role.
5. Select Save.

Once you assign employees to a role, you can change that role at any time.

Set role permissions

On the dashboard

1. Log in to your Clover dashboard.
2. Select the menu with the 3 vertical dots and select Permissions.
3. Review the list of permissions.
   • The first column shows features. Select View app permissions to see additional access permissions you can add or remove for each feature.
   • The second column shows which roles already have these access permissions.
4. Select Edit (pencil icon) next to the feature you want to edit the permissions for.
5. In the Roles search box, search for the role you want to include this access permission.
6. When you see the role, select the box next to it.
7. (Optional) To remove a permission from a role, clear the checkbox for that role in the search results.
8. Select Save.

On a Clover device

1. Open the Employees app.
2. Select the Permissions tab.
3. Select the checkboxes to enable/disable permissions for each employee role.
4. Apps with more permissions have a dropdown menu. Select the dropdown menu to see all the permissions within that app.

Create a new role

There are three default roles: Admin, Manager, and Employee. You can create more in the Employees app.

On the dashboard

1. Log in to your Clover dashboard.
2. Select the menu with the 3 vertical dots and select Roles.
3. Select Add New Role.
4. Enter the name of the new role.
5. Select a default role: Admin, Manager, or Employee.
6. Select Add. After you create a role, you can assign employees to it or delete it at any time.

On a Clover device

1. Open the Employees app.
2. Select Roles.
3. Select the add button in the bottom right.
4. Enter the name of the new role.
5. Select a default role: Admin, Manager, or Employee.
6. Select Add Role. After you create a role, you can assign employees to it or delete it at any time.