Setting Up and Managing POS User Permissions

User permissions ensure that each employee has the appropriate level of access to perform their role within the restaurant. Whether it's a server taking orders or a manager handling refunds, permission groups help define what each user can do in the POS system.

1. Navigate to Location > Teams > Permissions in your dashboard

2. Click “Add Permission Group”

3. Name the group (e.g., “Bartenders,” “Managers”)

4. Add employees to the group:

   • Select from existing employees or add new ones

5. Assign permissions:

   • Permissions are grouped by feature (e.g., POS, Checks, Floor Plans)

   • Use checkboxes to enable specific actions for that group (e.g., Refund, Void)

6. Click “Save”

• Use the kebab menu (⋮) next to each group to edit or delete it

• Permissions are preset within the system. If changes are needed, please contact our Support team to submit a request. 

Q: Are email and phone numbers required for all employees?
A: Email is required for PIN resets and internal tracking. Phone number is optional. 

Q: Do employees receive an email to verify their account?
A: No. Emails will only be set to reset an employee's PIN if needed. 

Q: Can PIN codes be customized?
A: Yes. PINs must be at least four digits.

Q: Can users be added directly from the POS device?
A: No. Users must be added through the Dashboard.

Q: Can new permissions be added?
A: Not at this time. All permissions are preset. Any new permission requests must be submitted to the Clover Hospitality team as a feature request.

Q: Can permission group names be customized?
A: Yes. You can name groups however you'd like, but the permission types themselves are fixed.

Q: Do users and permissions apply across all locations?
A: No. Users and permissions are location-specific and do not carry over to other locations. Each location must have its own set of users and permission groups configured.