Users & Permissions
Add staff accounts, assign roles and permissions, manage PINs and passwords, and control who has access to your clinic.
10 articles
- Clinic Login and UsersReview how to log into Shepherd and create users to determine access levels.
- User Role PermissionsA breakdown of user role permissions and the capabilities they give to each user/role.
- PINs and Passwords in ShepherdLearn how Shepherd uses PINs for in-clinic access and passwords for remote login, plus how to securely reset and manage both.
- User TeamsUser Teams let administrators and practice managers group staff into customizable teams for task assignment and workflow management across Shepherd.
- Doctor's Signature and License NumberDoctors and relief doctors can save a license number and signature in their profile, which will auto-populate on Rabies Certificates.
- Remote UsersUsers with remote access can log in to Shepherd from outside the practice. Admins can enable this permission when creating or editing a user profile.
- User Production and CommissionTracking user production and commission, if needed, based on the administration of products and services.
- Managing Relief Doctors in ShepherdManage relief doctors in Shepherd using the Relief Doctor license
- Unlocking a Locked User AccountGuide to unlocking locked Shepherd user accounts, including admin steps and support options if no authorized user is available.
- Clinic Login IP RestrictionsLearn how to restrict Shepherd login access by IP, receive alerts for unauthorized attempts, and manage approved IPs securely.