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Reset a PIN or Password

Let's be real: who hasn't forgotten their password?

Updated over a year ago

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 clinic login (main practice password) for your devices at the clinic or if you're a remote user you will have your own password for access outside of the clinic.

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 the Admin or Users section, contact your clinic manager/admin.

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

  1. Navigate to Admin -> Users

  2. Search for the user and select their name

  3. Select the Reset PIN button in the Actions menu and confirm by selecting Reset

  4. The new PIN will be displayed in the popup

    1. Write down the new PIN to give to the team member as this will not be shown again after saving

      1. Note: PINs are automatically generated for security and are unique to each user

Resetting a Password

To reset a user's password:

  1. Navigate to Admin -> Users

  2. Search for the user and select their name

  3. Select either Send Password Reset Email or Change Password from the Actions menu

    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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