Purpose
Remote access allows approved users to log in to Shepherd from outside the practice. You can choose which team members receive this permission, and we recommend granting it only to senior or high level staff.
The login process for remote users is slightly different than standard in-practice login. This is covered in the final section of this guide.
Granting Remote Access
You can grant remote access when creating a new user or by editing an existing user.
Granting Remote Access When Creating a User
Navigate to Admin → Users.
Select Users.
Click Add New in the upper right corner.
On the New User Information screen, enter the user’s:
Roles
User Teams
First name
Last name
Initials
PIN (auto-generated by Shepherd)
You can also set whether the user:
Has remote access
Is a production user
Is a doctor
To enable remote access, check Remote Access.
When enabled, additional fields appear:
Email the user will use for remote login
Confirm Email
Password
Confirm Password
Select Send Login Details to User to deliver the PIN and password by email.
Granting Remote Access to Existing Users
Navigate to Admin → Users.
Select Users.
Search for and select the user who needs remote access.
In the Edit User Information section, check Remote Access.
This will display the required fields:
Email
Confirmation Email
Password
Confirm Password
After saving, share the login information with the user.
Logging In with Remote Access
Users with remote access can log in normally when inside the practice.
From outside the clinic, they must use their remote credentials.
To log in remotely
Enter the email assigned to the remote access profile.
Enter the password for that profile.
Select Log In.
Enter the PIN associated with the remote access profile.