Employee verification is a control set in place to provide the necessary review/approval through customer signature prior to authorizing a purchase. You can set the minimum purchase value before an employee verification is required to a lower amount if you do not want to require employee verification through signature.
To set the minimum purchase value before an employee verification is required on Clover, you need to adjust permissions within the Employees app or the Clover web dashboard. This threshold is usually tied to specific high-risk actions, like issuing refunds or applying discounts over a certain amount, rather than a general purchase value requiring a manager PIN.
Steps to adjust employee permissions:
- Log in to your Clover account from a web browser (clover.com).
- Select the Employees app from the main menu.
- Go to Roles & Permissions (or simply select the specific employee you wish to modify).
- Select the Edit (pencil) icon next to the relevant employee role (e.g., "Employee", "Manager", "Cashier").
- Review the list of permissions.
- Look for settings related to refunds, discounts, or voided transactions. You can specify whether an employee with that role can perform these actions without additional verification or set a limit (e.g., allow refunds up to $X without manager approval).
- Adjust the limits and verification requirements as needed for your business operations.
- Select Save to apply the new settings.
Any changes made on the web dashboard will automatically sync to your Clover POS device(s).
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