Manage Employee Roles and Access Permissions 

Clover uses roles and permissions to control access for employees, managers, and administrators. 

• Role: A set of permissions assigned to a user (e.g., Employee, Manager, Admin). 

• Permissions: Specific actions or functions granted to a role. 

In addition to the default roles, you can customize permissions and create new roles tailored to your business needs. 

Assign Employees a Role #

On the Web Dashboard: 

1. Log in to your Clover Dashboard from a browser. 

2. Select Employees from the left-hand menu. 

3. Choose one of the following:  

• Edit an existing employee: Click their name, then click Edit to update contact details and role. 

• Add a new employee: Click the + Add Employee button. 

4. You can change an employee’s role at any time. 

On a Clover Device: 

1. Open the Employees app. 

2. Select the employee you want to edit. 

3. Tap Edit in the top right corner. 

4. Use the Role dropdown to assign a role. 

5. Tap Save. 

Edit Employee Permissions #

On the Web Dashboard: 

1. Log in to your Clover Dashboard. 

2. Go to Settings → View All Settings. 

3. Under the Employee section, click Employee Permissions. 

4. Click the pen icon to adjust which roles have access to specific permissions. 

5. Use the Employee Roles section to view employees by role and assign roles in bulk.