Users are anyone who will use Shepherd. Whether it’s the practice manager, head physician, a kennel tech, or someone at the front desk, everyone who uses Shepherd will need to have their own profile.

Each user will also need at least one role. If you haven’t made a role or would like more information about what a role is, head over to our role guide.

To get to this section, first click ‘Admin’ and then ‘Users.’

Note: if you’re unable to see either of these buttons, it’s likely because the role you’re assigned doesn’t have the appropriate permissions. If you feel like you should be able to access these, talk to your supervisor.

Once you’re on the ‘Users’ page, you’ll be able to do a few things:

Search for a User

To search for a user, use the search bar at the top of the screen. You can search for a user by:

  • First name

  • Last name

  • Email

Sort Users

If you want to sort the list of users, click the arrows next to ‘First Name,’ ‘Last Name,’ or ‘Email Address.’ Results will sort alphabetically (or reverse-alphabetically).

Add a New User

If you want to add a new user, click the ‘Add New’ button on the right side of the screen. From there, you’ll be taken to the ‘New User Information’ screen and will be able to fill out the following fields:

  • First Name

  • Last Name

  • Initials: populate for doctors in patient SOAPs and on the Dashboard

  • PIN : automatically generated and unique to each user

  • Roles: need at least one and can have more than one

  • Remote Access: allows a user to access Shepherd outside of your practice

  • Track Production: if a user receives a commission for certain treatment

  • Is Doctor: allows certain permissions within Shepherd (like writing prescriptions)

View User Information

To view a user’s information, click the eye icon on the right side of the screen under ‘Actions.’ Depending on your permissions, you’ll be able to see:

  • Their email, initials, license number, and signature

  • If they have remote access

  • Are a doctor or a production user

Edit User Information

To edit a user’s information, you can either click on the pencil icon on the right side of the screen under ‘Actions,’ or you can click on the row with their information in it.

Once you’ve opened the ‘Edit User Information’ screen, you’ll be able to edit:

  • First Name

  • Last Name

  • Prefix

  • Suffix

  • Initials: populate for doctors in patient SOAPs and on the Dashboard

  • PIN : automatically generated and unique to each user

  • Roles: need at least one and can have more than one

  • Remote Access: allows a user to access Shepherd outside of your practice

  • License Number (if a doctor)

You’ll also be able to:

  • Send a password email reset

  • Change their password

  • Reset their PIN

  • Deactivate them

  • Lock their profile

Activate/Deactivate a User

While you can activate or deactivate a user through the ‘Edit User Information’ section, you can also do so by clicking the green checkbox on the right side of the screen under ‘Actions.’

Tip: if you need to find a deactivated user, be sure to enable the ‘Show Inactive’ toggle to the right of the search bar.

(Un)Lock a User

A user gets locked out of their account when they enter their name/password too many times. You'll know you're locked out when you see a notification in the Shepherd's login screen, just above your email.

If this occurs, this section is where you unlock a user so they're able to log in again. From Admin > Users

  1. Locate the locked out user

  2. Click the red lock icon on the right side of the screen (closeup below)

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