Accessing Shepherd
Each device in your clinic will log in using the Clinic Login. Once logged in, each team member will enter their unique PIN to access Shepherd. This will make sure that each team member is logged in with the correct access level based on user role permissions and that activity throughout Shepherd will be tracked.
REMEMBER to Lock Screen when done using a device!
This will ensure that all timestamps are under the correct team member.
Take a Look
Clinic Login
This allows for all devices within your clinic to be logged into one account rather than linked to individual team members. We recommend saving the clinic login email and password on all devices.
Remote access is granted by default with the Clinic Login.
Creating the Clinic Login
Navigate to Admin -> Users
Select + Add New
Select the Clinic Login checkbox
Enter the clinic email and password. We recommend using a generic clinic email address for this login (ex. info@clinicname.com or help@practicename.com)
Select Save and you're done!
Users
Each team member will have their own login and PIN allowing for customized access based on role permissions.
User Roles
A role is a set of permissions that determines what functions and features a team member has access to. Because we want to give you control over how your team uses Shepherd, there are almost 40 permissions to choose from when creating a role. For more detail, check out our permissions guide.
User Remote Access
To make the lives of veterinary team members just a little bit easier, remote access enables users to log into Shepherd from any device with an internet connection, even when you're not in the building.
User License Type
There are three different license within Shepherd. Your monthly subscription cost is based on the number of Doctor Licenses with no additional charges for Employee Licenses. There is an additional monthly charge for Relief Doctor Licenses.
Doctor: allows the user to be assigned to schedule provider, assigned to SOAPs, enter license numbers, signatures, etc.
Employee: all non-doctor users will be listed as an employee
Relief Doctor: similar to the Doctor license but with certain limitations (ex. They will not be able to be assigned to scheduled Providers)
Creating a New User
Navigate to Admin -> Users
Select + Add New
Select a User Role
Enter the team member's First and Last Name
Note: you can change the initials if you have two team members with the same initials
If applicable, select Remote Access and enter the team member's email and create a password
Note: the team member may change their password after they log in
Record the User PIN to provide to the team member
Important: the PIN will not display again after selecting Save. Make sure you write this down! The User PIN can be reset if needed.
Choose a Sign-Out Period appropriate for the team member's role
Select the appropriate License Type
Select Save and the user is created!
Unlocking a User
A user is locked out when they enter their email/password incorrectly too many times. They will receive a notification on the Shepherd login screen letting them know.
Any user with current access to the clinic account and appropriate permissions can unlock the account:
Navigate to Admin -> Users
Click the Edit icon under the Actions column for the affected user
Select Unlock
Deactivating a User
If needed, users can be deactivated within Shepherd. Deactivating a user will automatically revoke remote access.
Navigate to Admin -> Users
Click the Edit icon under the Actions column for the user you wish to deactivate
Select Deactivate