Granting remote access allows certain users to access Shepherd from anywhere. It's totally up to you who you give remote access to, but we'd recommend only giving this permission to senior and high level staff members.

Note: logging in with remote access looks a bit different than logging in without it. We cover that in the last section of this guide.

Granting Remote Access

The first step to remote access is granting it. This is done:

  • When creating a user

  • By editing an existing user

Granting Remote Access When Creating a User

If you're creating a user from scratch and want to give them remote access, you'll need to start by creating a user. To create a new user:

  1. Click 'Admin'

  2. Select 'Users' from the dropdown

  3. Click the 'Add New' button in the upper right corner of the screen

This will bring you to the 'New User Information' screen where you'll be able to add the user's:

  • First name

  • Last name

  • Initials

  • Roles

Note: there's also a field for PIN, but that's auto-generated.

You'll also be able to select whether the user:

  • Has remote access

  • Is a production user

  • Is a doctor

To enable remote access for the new user, click the checkbox for 'Remote Access.'

Once that's selected, some extra fields will appear:

  • Email: the email the user will use to log into Shepherd remotely

  • Confirmation email: this should be the same as the email above

  • Password: the password you create for the user (note: this can be updated by the user once they log in)

  • Confirm password: this should be the same as the password above

There will also be a checkbox that appears called 'Send Login Details to User.' This will send the password and PIN to the new user's email.

The new fields that appear when 'Remote Access' is checked are in pink boxes.

Granting Remote Access to Existing Users

If there's a user that doesn't have remote access that you'd like to give remote access to, you can grant that by editing their user information. To get there:

  1. Click 'Admin'

  2. Select 'Users'

  3. Search for the user you want to grant remote access to

  4. Click on their name to edit their user information

  5. Check the 'Remote Access' box at the bottom of the 'Edit User Information' section

Once that's selected, some extra fields will appear:

  • Email: the email the user will use to log into Shepherd remotely

  • Confirmation email: this should be the same as the email above

  • Password: the password you create for the user (note: this can be updated by the user once they log in)

  • Confirm password: this should be the same as the password above

The new fields that appear when 'Remote Access' is checked are in pink boxes.

Once that information is filled out, you can pass the login information to the user.

Logging In with Remote Access

While users with remote access can log in normally when they're in your practice, the process looks a bit different when they're elsewhere.

To log in with your remote credentials:

  1. Enter the email attached to your remote access user profile (this will be different than the standard practice email used for the whole practice's log in)

  2. Enter the password attached to your remote access profile

  3. Click 'Log In'

  4. Enter the PIN attached to your remote access profile

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