The main difference between a PIN and a password in Shepherd is that every user has a PIN, but not every user has a password.

We've made Shepherd work so that you only need a practice password (for your devices at the clinic) or if you're a remote user. So resetting a PIN is more often the issue.

Resetting a PIN

Note: To reset a pin, you'll need to have admin access, as well as the correct user permissions assigned to your role. If you're unable to access admin or the 'users' section, contact your clinic manager/admin.

Resetting a PIN is done through the locked user's account settings. To access a user and see/edit their account information:

  1. Select 'Admin'

  2. Select 'Users'

  3. Search for the locked user

  4. Select their name. This will open the locked user's account settings.

  5. Select the 'Reset PIN' button in the Actions section.

  6. This will trigger a popup. Select 'Reset'

  7. The new PIN will display in the popup. Take note of it.

Note: The PINs are randomly generated by Shepherd and cannot be customized.

Resetting a Password

To reset a user's password:

  1. Follow the steps above to get to the locked user's account.

  2. Select either 'Send Password Reset Email' or 'Change Password' from the Actions section

    1. 'Send Password Reset Email': allows the user to choose their updated password through the account

    2. 'Change Password': triggers a popup to manually update the password within Shepherd

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