Clover Go Multiple Users or Multiple Accounts FAQs

Multiple User FAQs

What do I do if I am not the user the app is “Welcoming Back”?

Tap on Not “UserName” and then select your account from the drop down.

What do I do if my name is not in the drop down?

Tap New User at the bottom to activate on this device.

What do I do if it asks me for an email and password and I already activated on this device?

Tap Returning User and select your account from the drop down.

How do I switch users from within the app?

You need to logout and change the user at the Welcome screen.

How can I allow my sales team to take payments on my behalf?  Can I add them as users on my account?

Login to your Web Dashboard at www.clover.com and select the Employees app.  Full Name (can be first name only) and email address are required fields.  The Nickname is what will appear on the receipts as the “cashier” name.  Also, you must select the appropriate role (Admin, Manager, Employee) for each of your employees.  All other fields are optional.  Each employee added will receive an email from Clover with a link to verify their email and create a password.  They will need to do that before they can activate the app.  However, you will need to provide them with the instructions they need to download the app.  You will also need to provide them with a card reader.

When setting up my Employees, what is the difference in functionality within the Clover Go app for the 3 available roles and can I assign a custom role?

An Employee assigned an “Admin” role will be able to see transactions executed by all users, perform refunds on any transaction, and perform administrative functions such as setting up carbon copy receipts.  An Employee assigned the role of “Employee” will be able to access only their own transactions but will not be able to perform refunds on any of their own transaction.  An Employee assigned the role of “Manager” will be able to access only their own transaction and will be able to perform refunds against their own transaction.  Clover Go does not support any custom roles at this time.  Also, an Admin can modify carbon copy receipt settings, and both an Admin and Manager can delete open orders.

How can I order additional card readers to provide to my employees?

Contact your Business Consultant or access the Settings Drawer of your app, go to the Help and Support section and call the Customer Service number you see there for assistance.

Am I limited to the number of Employees that I can add under a single account?

No, we do not restrict the number of employees that you can add to your account.

Can any of my employees add other employees to my account?

Only those employees that you create as Admin employees will be able to add other employees to your account, if you grant them that right.

Am I able to change my PIN or that of my employees?

Yes, you can do that any time via your Web Dashboard at www.clover.com.  Access the Employee app; find the employee whose PIN you want to change and click the pencil icon to the right of their name to edit.

Can my employees issue refunds?

Yes, but only if you give them the permissions to do so.  An employee assigned a “Manager” role will have the ability to issue refunds on their own transactions but cannot issue refunds for other employees. An employee assigned to an “Employee” role cannot issue refunds, not even for their own transactions.  But, an employee assigned to an “Admin” role, can see all transactions and refund any transaction executed by any Employee under the account.

I do not want my employees to be able to select check and/or cash as an option.  Can I suppress that?

Yes.  The Admin can go to their Web Dashboard at Clover.com, access the setup app select “Payments” and select or deselect “check” and “cash” as tender types.  Please note:  not all tender types apply to Clover Go-only users at this time.

I created a new role and changed assignments for my employees.  Why aren’t these changes updating in my Clover Go app?

We are working to build out role based functionality for Clover Go, but at this time the app does not support custom roles or permissions.

Multiple Account FAQs

I have multiple accounts. How do I switch to the one I want to process on?

Open the Settings Drawer and tap “Switch Merchant” to the right of the Business Name and select the one you want from the list.  A popup will give you the choice of setting that account as the Primary Merchant or changing just for this session. Pick one and follow the prompts. The app will then switch to that merchant account.

I have multiple accounts and switched to the one I want to process for.  Will this be the account I continue to process for until I change it?

If you picked to change just for this session the change will only be applicable for the duration of the session.  When you log out (or your session times out), it will revert back to your Primary Merchant Account.

What is a Primary Merchant Account?

If a user is assigned to multiple accounts, there may be a unique PIN for each.  In order not to require that a user remember multiple PINs, we will assign the user a “Primary Merchant Account”, which will be the Merchant ID whose PIN will allow entry into the app as well as the Merchant ID that processing defaults to upon login.  Once in the app, the user can easily switch between any of the accounts assigned to them under the same email address with this one login.

Am I able to change the Primary Merchant Account?

Yes, you can change the Primary Merchant Account in the Switch Merchant screen at any time.  When Primary Merchant Account is changed, the PIN assigned to that account in Clover.com is now the PIN used to log in to the app

I just added a new merchant account but I don’t see it in the choices to switch to in the app. Where is it?

The app only automatically updates new accounts to the list every seven days. However, you can update the list at any time by swiping down.

I have multiple accounts, but they are under different email addresses.  Will I be able to switch between them in the app?

No.  You have to log in separately for each account that is under a different email address.  Only accounts under the same email address are tied together by a single login.

I have 5 merchant accounts, but why do I only see 4 of them when I tap the merchant name in my Settings drawer?

Try logging out, dismissing the app and then logging back in.  Input your existing credentials (email address and password) and see if the list of available accounts refreshes to include the missing account.  If that does not work, you can contact Customer Support at the toll free support number provided when you log in to the app then tap “Help and Support”.

I have hundreds of merchant accounts. How do I quickly find the one I want?

Tap the magnifying glass icon and enter a name to search for.

Feedback