Logging Into Shepherd and User Setup
Setting up and using different user roles to limit access to functions or features.
6 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.
Reset a PIN or PasswordLet's be real: who hasn't forgotten their password?
User Production and CommissionTracking user production and commission, if needed, based on the administration of products and services.
Doctor's Signature and License NumberIf you're a doctor, you'll need to have a signature attached to your profile. Here's how to do it.
User TeamsUser Teams feature enhances your ability to organize staff, delegate tasks efficiently, and integrate teams across workflows.