The User Teams feature enables administrators and practice managers to group users into customizable teams. These teams can be used across Shepherd to assign tasks, streamline workflows, and improve flexibility in staff management. Instead of assigning responsibilities to individual users, you can now assign them to teams—ensuring whoever is available first handles the action item.
📍 Where to Configure User Teams
Navigate to:
Admin > Users > User Teams Tab
A new “User Teams” tab is available next to the existing User Roles tab. This is the central place to create, manage, and assign users to teams.
🛠️ User Teams Page Features
Configuration Table Columns
Column | Description |
User Teams | The name of the team (sortable alphabetically by default). |
Description | Optional notes about the team's role or focus. |
Assigned Users | Number of users in the team. Click to expand and view individual names. |
Status | Indicates if the team is Active or Archived (sortable & filterable). |
Actions | Edit (pencil icon) or Archive (box icon) the team. |
Search and Filters
Free-text Search Field at the top of the page (standard behavior).
Search Funnel on Assigned Users: Multi-select filter to find teams based on user assignments.
Activity Log
Every event or change related to user teams is recorded in the Activity Log for transparency and tracking.
➕ Creating a New User Team
Click the "Add New" action button to open a modal window. This modal includes:
Name
Description
Assigned Users (Multi-select field; includes existing profiles + "All Users")
Default: Blank
Supports: Null/None value if no users are yet defined
Optional assignment: User team can be created without any users to support future flexibility
A team can be created empty (e.g., when roles/users are not yet defined).
✏️ Editing a User Team
Click the edit pencil icon under Actions to re-open the modal. All fields are editable, including user assignments.
🔄 User Can Belong to Multiple Teams
There are no restrictions—a user can be a member of multiple user teams simultaneously.
👥 User Teams in the User Management Interface
Admin > Users (Main Table)
A new column titled "User Team" is added next to User Role.
Displays all teams assigned to the user (multi-line or dropdown if many).
Supports sorting and funnel filtering by user team name.
Admin > Users > User Profile
New field: User Teams (Optional)
Allows multi-select from available team names
Null / None selection allowed if no teams are configured
📋 Interactions with Other Features
Tasks
Creation / Editing Modal:
New selection toggle: Assign to User or User Team
Search field placeholder: “Select User(s) or User Team(s)”
Supports mixed assignments (individual users + teams)
Task Table View:
Assigned user teams displayed similar to users
If multiple users/teams exceed display limits, collapsible summary is shown
“Assigned to Me” Filter:
Displays tasks assigned directly to the user or via team membership
⚙️ Admin > Products > Automatic Tasks
Assign Task To field now supports User Team selection (single selection logic maintained)
📨 Message Center > Text Messaging
Field Update:
Assigned Users & Teams: Supports assignment to one or more user teams
Red Dot Notifications:
Any member of a tagged/assigned user team sees the red dot (same as individual assignment)
🛡️ Permissions
No new user permissions are required.
User (Edit) permission grants access to create/edit user teams.
🤖 OpenAPI Capabilities
You can access and assign User Teams through the OpenAPI, making it easier to coordinate workflows across task automation, team-based assignments, and internal integrations.
Endpoints:
GET /pav2/open-api-user-teamsPOST /pav2/open-api-tasks/write(supportsassignedUserTeamsfield)
✅ Conclusion
The new User Teams feature enhances your ability to organize staff, delegate tasks efficiently, and integrate teams across workflows. Whether you're a practice manager building your team from scratch or optimizing existing workflows, this tool adds flexibility and scale to your operations.