What's a Role?
A role is a set of permissions that permits/prohibits users from accessing certain pieces of Shepherd (like locking/unlocking a SOAP, generating records, etc.). Each user will also need at least one role, so if you’re starting from scratch, make a role or two first before adding different users in.
Because we want to give you as much control over how your team uses Shepherd, there are almost 40 permissions to choose from when making a specific role. And since users can have more than one role, you can make roles as specific (i.e. ‘Generate EOD Report') or as general (‘Kennel Tech’) as you want.
To get to this section: first click ‘Admin’ > ‘Users’ > Roles tab.
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 ‘Roles’ tab, you’ll be able to do a few things:
If you want more detail about each permission, check out our 'User Roles, Explained' guide.
Add a New Role
If you want to create a new role, click the ‘Add New’ button on the right side of the screen.
When you create a new role, you’re able to:
Give it name
Add a description
Select any combination of permissions
While you can activate or deactivate a role when you edit a role, 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 role, be sure to enable the ‘Show Inactive’ toggle to the right of the search bar.
Edit a Role
To edit a role, you can either click on the row with the role’s information or click the pencil icon on the right side of the screen under ‘Actions.’
When you edit a role, you’re able to change:
What permissions are allowed
Whether or not it’s active or inactive
Search for a Role
To search for a role, use the search bar at the top of the screen. You can search for a user by:
If you want to sort the list of roles, click the arrows next to ‘Name’ or Description.’ Results will sort alphabetically (or reverse-alphabetically).