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Only system administrators can access all of the options available on the Cases and Servers page. Portal administrators and portal users can access the options for the cases for which they are case administrators.
For portal administrators, when organization security is enabled, the list of available items depends on membership in a provider or client organization. To understand how organizations are managed in the application, see Organizations. For a summary of how organization security affects portal access for each Ringtail user category, see Portal security table.
Use the following procedure to access the Cases and Servers page.
●On the Portal Home page, under Portal Management, click Cases and Servers.
Step 1: Add and configure servers.
Step 2: Add and configure file repositories.
Step 3: Add and configure cases.