The users and roles area of the Group Platform is designed to allow for quick overview and management of users and roles, for both a clinic and Group level, from a single access point for Group users. You can quickly access this area by selecting the 'Users' option within the left-sided navigation menu.

If you would like more information about users and user roles in Shepherd, head over to our user and user role guides.

The Group Platform Users area provides a comprehensive overview of all user accounts - for both Group and clinic levels. A search bar is provided for easy identification of specific user accounts. All user settings that are available on a clinic level, are available from the Group level, making user management seamless.

Additionally, an 'Assigned Clinics' field is provided to quickly designate which clinic(s) each user will have accessibility to.

User roles and assigned permissions can be easily managed for both Group and clinic levels from the Group Platform. From here, you can assign Group and Clinic roles to individual users.

To access roles, select the 'Roles' tab to the right of the default 'Users' tab near the top of the page.

Group roles control the accessibility and permissions of a user account within the Group Platform. A Group role assignment should be reserved for only user accounts who need advanced permissions to preview, create, or edit from a Group level and access the Group Platform.

Three default Group roles are provided - Group Admin, Group Owner, Group Employee.

The Group Owner role permissions cannot be modified and have full access to all Group Platform settings. We recommend reserving this role for only user accounts who need full uninhibited access to all Group settings.

Clinic roles control the accessibility and permissions of a user account at the clinic level. A clinic role assignment should typically align with the accessibility a user would need to perform their routine clinic responsibilities. Some clinic settings may be visible for a user role, but be restricted due to advanced Group settings preventing editing at a clinic level.

Four default clinic roles are provided - Admin, Clinic Login, Employee, Practice Owner.

The Practice Owner role permissions cannot be modified and have full access to all clinic settings. The Clinic Login is designed as an initial clinic login account and does not have full accessibility like a normal user account would.