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 select ‘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, selectF 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, select 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
Automatic Sign Out: allows each user to have different sign out times
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, select the 'Preview User' 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
Doctor and a production user information
Edit User Information
To edit a user’s information, you can either select the 'Edit' icon on the right side of the screen under ‘Actions,’ or you can select 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
(De)Activate a User
While you can activate or deactivate a user through the ‘Edit User Information’ section, you can also do so by selecting the green checkbox on the right side of the screen under ‘Actions.’
Tip: if you need to find a deactivated user, be sure to filter the Status column to 'Inactive'.
(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
Locate the locked out user
Select the red lock icon on the right side of the screen
