Steps to add Otter as a User for Clover Integration

Kala Haley
Kala Haley
  • Updated

How to add Otter as a User for Clover Integration:

1 To add Otter as a user within Clover, begin by navigating to Employees, found on the left side of your Clover Web Dashboard. 
2 Select “Add New Employee”
3

Complete these employee fields, then click “Save”

  • First name: Otter Integrations
  • Email address: integrations@tryotter.com
  • Role: Admin (This is to make sure we have total access to all the tools we need to make the integration successful. We will not make any changes to your Clover account without your consent)
4

That’s it! Once confirmed Otter Integrations has been added as a new employee, please reach back out to your onboarding specialist! 

 

Employees Permissions Requirements

Otter will need full access to the following sections on your Clover Dashboard: 

  1. Access Inventory App
  2. More Tools Tab
  3. Access Setup app
  4. Access Reporting 
  5. Access Printers
  6. Access Closeouts & Discounts

To configure these permissions for Otter, please navigate to the “Employees” Tab & Select “Permissions”

 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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