# ◾ How to Create a New Case Cabinet [**Case Cabinets**](/doc/structure-of-case-manager-frvSDKOjaj) help **organize** Cases and can be structured as **parent and child groups**. 1. Click the **Cases** icon on the Dashboard screen. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/9ecc40fc-256f-43c6-9c53-86fb4a57426f/76909871.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=3bb19c70236ac4b6ed473023dbbc73b886fedb32b0cad14abbf95fff52730130&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  The **Case Manager** screen appears with the **Cabinets** and **Cases** panels. 2. Click the **+New** button in the **Cabinet** panel.   The **Cabinet Settings** pop-up window appears. 3. Enter the desired name of the Cabinet in the **Cabinet name** field. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4038cf01-a187-4776-a456-2ea6524445aa/76909872.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=c3c993e31619a8db4ee18e8901b80535a7245a2573dcdafcc4efe329d42a071a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::warning ***IMPORTANT:*** Information is automatically saved only if a Cabinet name is added. Without a Cabinet name entered, the Cabinet will not be saved. ::: 4\. Select a parent Cabinet, if desired, from the **Place in** the drop-down menu. 5\. By default, the **Cases** tab is open where Cases can be added to the Cabinet. Start typing the Case title desired to be added in the *Add* *Case* field. All Cases matching the character combination typed in the field will be listed in a drop-down. 6\. Select the desired Case and click it to add. 7\. Click the **Share** tab to determine access to the Cabinet. :::warning The user creating the Cabinet is automatically added to the **Can Read and Write** panel, while "Everyone" is added to the **Can Read Only** panel. ::: 8\. Start typing the user or group desired to be added into the *Add...* field of the relevant panel. 9\. Select the desired hit from the drop-down list generated by the system based on match to the typed-up search. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/23f36688-dea3-4fdf-8f0d-f4ab38d5bd6f/139657219.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=f73e8758f213c7070304d12f7edc41fc4660b84766452e55906bf4a2afb333f9&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 10\. To **remove a member**, click the **X** in its field. 11\. To **remove all members**, click the red **trash bin** icon in the bottom right corner of the panel. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/dd06e6b4-4687-4ae4-98b1-bbac2e5f85dc/76909876.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=b22819c55083c9276e02614090b98af2316cb19af94b794c77e3ac26db919413&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =717x159") :::warning If a user has *Read-Only access to a Cabinet, it is indicated with a padlock icon index* at the Cabinet node in the **Cabinets** panel on the **Cases** **&** **Cabinets** screen. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d273ee8a-bbe1-4528-81b2-2ecc63c86502/76909873.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=b1090b61421402a350833fb0a3b23442e91bf79302c34d45172d6f833ab91710&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) If a user has **no access** to the Cabinet, the Cabinet is listed grayed and is indicated with a **none icon-index** at the Cabinet node. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/112e2e47-d0bd-4841-9b8e-23e69bd53e22/76909878.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=3b84933006ef5a03868a83c3afec90d68b90a2b2621b91dbad7651c251bb89b2&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/51863385-2805-4107-8854-30063702d6e1/76909879.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=41164b9352f3acbec829dfedfb55a1b74998b11fe1e690a639260651d2e2d89a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::warning Providing **read-and-write access** to a Case Cabinet allows users to **edit the Cabinet** shared with them. However, it **does not automatically grant access to the included Cases**. Read and write access to the Cases needs to be granted on the Case Level (see the [Share tab of Edit Case](/doc/share-tab-of-edit-case-ervqTcxaiI)). ::: ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/261597ea-773f-4362-878c-40713a5b7fd3/135168300.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=9cce5d07cb871f2ff9c0df4fc7b888aed425c995241a1a7225dc131c27198ee8&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) :::info Once access has been granted to a Case, the affected user can access it **even if they do not have access to the Cabinet** containing it. :::             ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b33f8941-48e7-43e1-ab13-30c367ae7de3/76909889.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T121500Z&X-Amz-Expires=86400&X-Amz-Signature=59d3f9765288297a459ea29f5744331f11bd0c23266bae7d8acd281a084165b7&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject) 12\. Close the window when finished. Any change will be saved automatically. :::tip For further information, visit our [Case Manager](/doc/case-manager-QdAIr4bLwJ) and [Cases - How to](/doc/cases-how-to-S8rL7UJ2ib) pages or watch our [Case Manager Training Videos](/doc/case-manager-training-videos-r2kVtDydfr). ::: --- **Documents** - [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB) - [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY) - [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt) - [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT) - [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV) - [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg) - [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0) - [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ) - [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC) - [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9) - [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC) - [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS) - [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)