Set up POS access around the work each person does. CleverPays helps configure user roles and reporting so managers can give the team useful tools without sharing every function across the business.
Individual access helps distinguish who performed an action and makes it easier to change permissions when someone joins, changes roles or leaves.
We review the user options available in the selected POS and how managers will maintain them.
Rated 4.9 on Google
“Paddock gas station has seen incredible improvements since implementing the Pay@Pump solution from CleverPays. Our customers now enjoy the convenience of quick and secure payments right at the pump, and it’s boosted our efficiency and we saved a ton of money on our monthly payment processing costs.”
EricOwner, Paddock
Cashiers, servers, supervisors and owners may need different functions. Decide who can issue refunds, change prices, view reports or manage users before the system goes live. The setup should reflect real responsibilities rather than giving everyone the same access for convenience.
Time tracking, scheduling, tips and payroll connections may involve different features or applications. We assess the tools your business needs and identify which provider handles each part. A POS staff account should not be mistaken for a complete HR or payroll system.
Explore POS Integrations
Reports can help managers understand activity recorded by the POS. We review which information is available, who needs it and how it should be interpreted alongside the work people actually do.
Explore Reporting
A cashier needs to practise different tasks from a manager. We agree the handover around those roles and include the process for maintaining access after launch.
That depends on the software and account structure. We review the desired roles and site differences before configuring access.
Identify the reports and connections needed to understand sales, payment activity and deposits.
Explore Reporting
Select a program your staff can explain, operate and reconcile at the checkout.
Explore Gift Cards and Loyalty
Check how payment can connect to the systems your business already relies on.
Explore POS IntegrationsTell us about your team, the POS you use and which actions need clearer control.
