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Management Functions

Welcome to the feedback forum for Clover Management Functions. Please share your ideas for how we can update our Clover management software to help merchants run their business simply and easily. Specifically, this forum should only include ideas surrounding built in management functions (feedback on business management apps should be included in the Apps/App Marketplace forum). We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Clover Dashboard Functionality: Share your thoughts on how the Clover Dashboard as a whole can function more effectively. 

2. Restaurant Menus and Clover Dining: Share your thoughts on all functions that specifically have to do with Clover Dining such as Clover’s built-in menu creation feature.

3. E-Commerce Management/Clover Online Ordering: Please include all your feedback and suggestions for enhancing Clovers e-commerce management software including Clover Online Ordering.

4. Inventory/Order Management: Please include all your feedback and suggestions for enhancing Clovers inventory management software.

5. Receipt Management: Provide ideas related to order receipts here including kitchen receipts, customer receipts and merchant copies. Tell us how Clover can enhance the processing of, information on, and appearance of various types of receipts.

6. Employee Management: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

7. Software Plans: Here you can provide feedback on Clover’s software plans. Please specify which plan your idea is featuring (Table Service Restaurants, Counter Service Restaurants, Register, Essentials, Payments).

8. Other Management Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.


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83 results found

  1. Two-Factor Authentication should be an optional system wide configuration setting for all users associated with a merchant account. This will enable the Owner admin to enforce a secure login policy for all users.

    Two-Factor Authentication is currently an optional configuration for each user profile. Therefore, a secure login policy via Two-Factor Authentication cannot be enforced as it requires that the individual user enable it for their profile. It also cannot be verified, as only the individual user has access to their profile.

    31 votes

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  2. The new Dispute tab is great! we no longer need to go on business track directly to supply the evidence, instead we can do it straight on clover.

    However please add it under permission so that we can give access to our dispute team to respond the the chargeback. Currently we had to give our full admin login to them in order to have access to that tab, you can imagine the issue having to give the full login to them without any restrictions to other reports and info on the dash.

    21 votes

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  3. Right now, the owner only has access to the multi-location dashboard and wants to give access to the multi-location dashboard to management without giving their conditionals to their employees. My suggestion is to make it so that others can access the multi-location dashboard and not just the owner.

    8 votes

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  4. Employees keep disabling online orders and NEVER turning it back on. Please implement a feature where employees can ONLY pause online orders for a set duration.

    Thanks

    2 votes

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  5. Manager access to employees app on the employee permissions tab. Very frustrating since I have to be there to add employees to the system

    3 votes

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  6. The merchant would like to be able to setup tills and track them to be able to determine if the employee is over or under at the end of his/her shift. The employees should not be able to view how much cash their suppose to have, this information should only be accessible to the owner/admin/ upper management

    6 votes

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  7. Currently, employees must have permission access to both the cash log and the register > open cash drawer. Previously, we were able to setup permissions so that employees can open the cash drawer without providing permission access to the cash log.

    2 votes

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  8. When a manager refunds an item or sale, say for instance a cash sale, the manager then shows a negative cash amount on the manager number, but the server still shows the cash amount. If the manager does multiple refunds for different servers, it become hard to figure out in the instances where the servers hold their own banks.

    Turning on refunds in the permissions for servers in not a good option.

    1 vote

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  9. please add an option to include the ability for another email address (different than the owner's email address) for Multi location , this will be useful for Sales agent that assist multiple MID

    4 votes

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  10. As a bar with no table service, I use the Register app, and there needs to be an option to transfer open tabs between employees at shift change.

    8 votes

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  11. Merchant stated that he wants to be able to update his employee phone number himself for the 2FA.

    2 votes

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  12. option to transfer server after transaction is completed. this is for tip purposes in the event that it was rang under wrong server/cashier.

    7 votes

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  13. Management needs to have access to add/edit employees from their specific location. As a franchisor I need this feature so my franchisees don’t have access to each other’s store info/reporting. Please let me know if this feature can be added to my account.

    1 vote

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  14. Ability to change server after sale. For instances a ticket was rang under wrong person for tips. It gets complicated to keep track of this when you have hundreds of tips to multiple people

    2 votes

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  15. Please add manager permission for managers to be able to add a NEW employee into the system. This seems basic for a restaurant program. Managers are the ones that do new employee onboarding not the owner or admin

    7 votes

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  16. I'd like to see the ability to have each employee have their own cash log. Each employee would start the day with a set amount and any cash transactions performed while logged in as that employee add/subtract to their total. At the end of the day, Clover would give a final total of tips to be paid out from that employee's individual cash total.

    2 votes

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  17. Currently, the billing & statements options are only viewable by owner & admin roles. We have created roles for our finance team that gives them access to reporting only & nothing else, but there is no option to give them access to statements without making them an admin.

    1 vote

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  18. My daughter and I share the bookkeeping job. When she is here, she has trouble signing in at times as it sends the security code to my phone. If I am not near my phone she is out of luck. Can we have two cell phones to receive from so she can pick hers. Thank you

    1 vote

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  19. I think it would be useful to have the option to "Remove Taxes From Order" permission assigned to groups of users instead of all users.

    1 vote

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  20. Ability to change the server for an order done in the register app, and to get the time that each server assisted the order that was change, to be able to split the tip properly without the need to erase the open form a server and re-open it in the new server.

    3 votes

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