Developer account roles

Role types

The OWNER role is assigned to the owner of the main developer account. The OWNER role has complete control of the account, and it is the only role that can accept the Clover developer agreement.

Members added to the account can be assigned to one of three roles by default:

  • ADMIN
  • TECHNICAL
  • BUSINESS

The other default roles are more limited in the actions they can perform. This gives the OWNER the ability to delegate tasks to appropriate members and ensure that specific actions are only taken by those people.

Managing default permissions

To review the default permissions assigned to each role:

  1. On the Developer Dashboard, click Developer Settings > Permissions on the side-nav.
  2. On the Permissions page, you can review the list of permissions assigned to each role.
  3. For any role, you can adjust the default permissions by selecting and clearing check boxes as needed. Your changes are saved automatically.

Creating a custom role

If the three default roles do not meet all your requirements, you can create additional roles to better match members with the permissions needed to perform their tasks. The following describes the steps of creating a new role.

  1. Log on to the Developer Dashboard with the OWNER account credentials.
  2. Click Developer Settings > Roles on the side-nav.
  3. Click the Roles page, click Add Role.
  4. On the Add New Role modal that appears, enter a name for your custom role and assign the default role that closely matches your new custom role. For example, for a new Customer Support role, you can select the BUSINESS role because its default permissions are similar to those needed for the new role.
  5. Click Save. The new custom role is list in the Roles table.
  6. Click Permissions on the side-nav.
  7. On the Permissions page, you can review the list of permissions assigned to the new custom role.
  8. You can adjust the default permissions by selecting and clearing check boxes as needed. Your changes are saved automatically.

Managing accounts assigned to roles

To see the member accounts assigned to the different role types:

  1. On the Developer Dashboard, click Developer Settings > Roles on the side-nav.
  2. On the Roles page, you can review the list of members that have been assigned to each role.
  3. For any custom roles in the list, you can edit the role title or delete the role after removing all members from that role.

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