Important:
Access to your merchant's Clover system requires that the Agent is added as an employee with an 'Admin' role / privileges. Some features and settings remain only available to the Clover account Owner.
5 Steps:
Step 1: Have the merchant login to the Clover portal and navigate to the Employees Section
From the Clover dashboard, locate and click on the 'Employees' option in the left-hand menu. This will take you to the employee management page.
Notes: Ensure the the person logged in has the necessary administrative privileges to access and modify employee information, typically Admin or Owner. This process can also be done on a Clover device by tapping the home screen button and opening the Employees App.
Step 2: Add yourself as an Admin level New Employee
On the Employees page, click the '+ Add employee' button, typically located in the top right corner. This action will open a form where you can enter the new employee's details.
Notes: The button might be labeled differently depending on the Clover version, but it will generally indicate adding a new employee.
Step 3: Enter Your Details
Fill out the required fields in the 'New employee' form. This includes your full name, email address, and role. Ensure the email address is valid as it's needed for Clover Dashboard access.
Notes: Double-check the accuracy of the entered information to avoid issues with employee access and payroll.
Step 4: Set Your Employee Role and Passcode
Select the 'Admin' from the 'Role' dropdown menu to allow you to remotely access the merchant account . Enter the four (or 6) digit passcode if you will need access to the merchant's Clover devices.
Notes: The passcode must be numeric and should not include letters or special characters.
Step 5: Save your work
Click the 'Save' button to add yourself to the system. You will now see the merchant listed when you login to the Clover portal using your email address.
Notes: If you have issues seeing the new merchant listed, verify your email address was entered properly. Mistakes can only be corrected by deleting the employee and reentering the info again. If the merchant entered your info while you were already logged into your Clover portal, a screen refresh will be necessary.