In Clover Sport, Roles allow you to manage what functions your Employees have access to on ther device and what modules Administrators have access to in Clover Sport Manager. This article will define each of the role permissions.
Venue
Permissions under Venue limit access to the navigation bar for Administrators. To simplify, if you don't want an admin role to have access to a section in manager.bypassmobile.com then you must uncheck that permission.
| Permission | Definition |
| Dashboard | Landing page for Clover Sport Manager with important information and reports in real-time |
| Orders | Access to Order information and refunds |
| Kiosk | Access to enable Kiosk for locations |
| Menu Manager | Access to Menu Manager to create Menus, Items, and Modifiers |
| Locations | Access to create and modify locations |
| Events | Access to create and modify events |
| Standsheets | Access to create and modify standsheets |
| Cashroom | Access to create cash drops and till adjustments (Only for event-based operators) |
| Bookings | Access to creating premium bookings |
| Accounts | Access to creating premium accounts |
| Stock Items | Access to create and modify stock items |
| Recipes | Access to create and modify recipes |
| Status | Access to inventory status page |
| Purchasing and Receiving | Access to create and modify purchase orders |
| Transfers | Access to inventory transfers |
| Audits | Access to the inventory audits page |
| Inventory Movements | Access to inventory movements page |
| Employees | Access to create and modify employees |
| Time Clock | Access to manage time cards and breaks (Not applicable for 7shifts users) |
| Administrators | Access to create and modify administrators |
| Roles | Access to create and modify roles and role permissions |
| Vendors | Access to create and modify vendors |
| Reports | Access to view and download reports |
| Bucks | Access to search, create and allocate Bucks cards |
| General Settings | Access to venue wide general settings |
| Devices | Access to devices overview page |
| Loyalty Providers | Access to add and remove loyalty providers |
| Labor Settings | Access to add or remove integration to third party labor apps |
| Promotions | Access to create and modify promotions and promotion accounts |
| Event Templates | Access to create and modify event templates |
| Event Types | Access to create and modify event types |
| Suppliers | Access to create and modify suppliers |
| Warehouses | Access to create and modify warehouses |
| Services Locations | Access to create and modify sections, tables, and suites |
| Payment Configuration | Access to create and modify custom tenders, payment accounts, stored value settings, etc |
| House Accounts | Access to create and modify house accounts |
| Order Adjustments | Access to create and modify surcharges, discounts, gratuities, and taxes |
| Categorization | Access to create and modify standsheet, inventory, menu, reporting, print, and location organizations and categorization |
POS (Point of Sale)
POS permissions define the actions within Access (Station Duo device) and Anywhere (Flex device) an Employee will be able to perform without being prompted to enter a pin.
| Permission | Definition |
| POS Kiosk Permissions | When toggled off, it turns "enter and exit kiosk" permissions off entirely. Employee will be prompted for a pin to both enter and exit kiosk. |
|
Enter Kiosk |
Enables the ability to enter the kiosk without prompting for a pin number |
|
Exit Kiosk |
Whether this feature is toggled on or off, you will be prompted to enter a pin in order to exit kiosk (customer facing menu). |
| POS Order Actions | When toggled off, all of the permissions in this section are turned off. |
|
Void Orders |
Enables the use of the Void Order feature so that an employee can void an order. |
| Refund Orders |
Enables the use of the Refund Order feature so that an employee can refund an entire order to the customer. Note: On the Flex device, you will only be able to refund by line item, not an entire order. |
| Void Line Items | Enables the Void button below a line item so that an employee can void a single line item from an order. |
| Refund Line Items |
Enables the Refund button below a line item so that an employee can refund a single line item from an order. |
| Clear Cart | Enables the Clear Items feature so that after adding items to the cart, the employee can clear the entire cart to start the order over or start a new order. |
| Toggle Offline | Enables the Offline/Online mode toggle so that if there are network issues, the employee can toggle the device offline and continue to take orders. |
| Transfer Orders | Enables a user to change the Order Taker on a Tab. Often this feature is used in a Premium Suites workflow to reassign a preorder to the employee that will serve that suite for the event. |
| View All Orders | Enables the View All Orders button on the Orders screen for all order takers at the location (stand) |
| Return Items |
Enables the Return button on the Item Details screen Note: This feature makes the price of the item negative at checkout and leaves your inventory at a deduction of -1. |
| POS Order Adjustments | When toggled off, all of the permissions in this section are turned off. |
| Apply Configured Discounts | Enables the add and remove discount buttons that appear after adding a discount in order for the employee to apply a preconfigured discount to an order |
| Apply Custom Discounts | Enables the Custom Discount button when applying a discount so that an employee can add a discount in real time of any percentage or dollar amount |
| Apply Gratuity | Enables the Add and Remove Gratuity buttons on the Order Details screen in order to add or remove preconfigured gratuity to an order |
| Edit Tips | Enables the Edit Tips feature inside of the Order Details screen in order to edit the tips on a completed order |
| Remove Tax | Enables the Remove Tax checkbox in the Item Details screen in order to remove tax from an order |
| POS Functions | When toggled off, all of the permissions in this section are turned off. |
| Kick Cash Drawer | Enables the Open Cash Drawer button controls so that an employee can open the cash drawer without a cash sale being made |
| Override Cash Drawer Controls |
If the USB cash drawer is disconnected and this permission is turned off, a pop up will appear on the terminal to prompt for a manager pin. Note: This feature affects locations that have cash drawer controls enabled in location settings. Cash drawer controls should ONLY be turned on for USB connected cash drawers, not RJ11 cash drawers. |
| Run Reports |
Enables the Run Reports feature in Stand Manager to be able to view the following reports from the terminal:
|
| Edit Standsheets | Enables the Standsheets feature in Stand Manager to be able to enter start counts, transfers, waste, gratis, and end counts |
| Edit Till | Enables Tills link under Stand Manager to be able to input cash drops from the terminal, view cash drop history, and open the cash drawer |
| Edit Terminal Settings | Allows the user to access Terminal Settings to be able to change the location, default location, and event the employee is logged into. It also allows you to edit the terminal name, view the Serial ID of the device, and view the software the device is running on. You may also restrict access to make sales when the cash drawer is open, enable cloud fulfillment, and connect to a single-ethernet from the Terminal Settings page. |
| Edit Devices Page | Allows the user to access the devices page which is where you can view and add external devices to your Station Duo such as: printers, scanners, swipers, cash drawers, RFID readers, customer facing displays, weight scales, and kitchen display systems. |
| Manage Server Station | Allows employee to access and use Server Station on the terminal. Server station is used so that multiple order takers can use the same terminal and indicate which suite, table, or section they are starting an order for. Server station only appears on the terminal when this permission is turned on and the location type is restaurant or commissary. |
| Print My Sales Report | Enables the Print Order Taker Sales Report on the Order Index. This allows the employee that is signed into the terminal to print their own sales report that includes the total credit tip amount. |
| Enter Remote Mode | Allows employee to enter the Remote icon on the Access home screen |
| Sync External Payments | Enables the Sync External Payments button on the order details screen (which opens up the Clover Transactions app) |