🔧 Account Management

Setting Up Employees on Clover POS — Roles, PINs, and Permissions

📍 kloversupport.com ⚡ Powered by OpenClaw AI 🕐 2 min read

Clover's employee management system lets you control exactly what each staff member can do on the POS. Proper employee setup prevents unauthorized refunds, voids, and access to sensitive business reports.

🔢 Step-by-Step Instructions

  1. Log into dashboard.clover.com with Admin credentials. Navigate to Employees > Add Employee.
  2. Enter the employee's name, email address, and assign a role: Employee (restricted), Manager (elevated), or Admin (full access).
  3. Under Permissions, customize which actions the employee can perform: process refunds, apply discounts, open the cash drawer, adjust tips, access reports, and more.
  4. Set a 4-digit PIN for the employee. This PIN is used to log into the Clover device at the start of each shift.
  5. Click Save. The employee appears in the employee list on all Clover devices immediately after syncing.
  6. To edit or deactivate an employee: return to Employees, select their name, and modify as needed. Deactivate rather than delete to preserve the audit trail.
📌 Important Note: Each employee login on the Clover device creates a separate activity log, enabling you to audit exactly who performed each transaction, refund, or discount.

Frequently Asked Questions

Clover does not impose a hard limit on employee count, though some subscription plans may affect access to advanced employee management features.
Log into dashboard.clover.com, navigate to Employees, select the employee, and update the PIN field. The new PIN is active on all devices immediately.
Yes. Under employee permissions, you can restrict access to the Reporting app and sales summaries for non-manager roles.

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