Set up Business and Consumer Portal
task australia Updated Sep 10, 2026 2 min read customize-business-portals.md
set up the Business and Consumer Portal to match your organization's requirements, including branding, menus, home pages, widgets, and search sources.
Before you begin
Role required: sp_admin
Procedure
-
Navigate to All > Service Portal > Service Portal Configuration.
Some of the components that you can customize include:
- Branding: Configure the portal branding to give your Business Portal and Consumer Portal their own look and feel. The Coral theme is available for the Business and Consumer portals.
- Menus: Update the base system menu or add a new one. For details, see Configure the portal header menu.
- Home page: Update the default home page by updating the widget configuration or assign a custom home page. For details, see Assign a homepage to the portal.
- Widgets: Use configurable portal widgets to define the content in your portal. For details, see Configurable Portal widget library.
- Header: Update the header configuration according to your need. For details, see Configure the Portal Polaris Header widget for your portal
- Footer: Customize information at the bottom of the page. For details, see Configure the Portal Polaris Footer widget.
- Taxonomy: Configure a taxonomy on Business and Consumer Portal to define topics relevant to your users.
- List pages: Browse, search & filter through records of cases, products, orders, and others. For details, see Add and configure the Portal Data List widget
- Roles: Configure page security by role to either set up pages to be public (no login required) or to filter them by user role.
- Search sources: Configure a search source for the portal to describe the behavior and source of searchable data. For details, see Define a search source.
- Knowledge base: Configure a knowledge base for the portal to view the associated knowledge articles. For details, see Configure knowledge bases for a portal.
- Catalog: Configure a catalog for Business and Consumer portals. For details, see Configure a catalog in Service Portal.
Related topics
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---
title: Set up Business and Consumer Portal
description: set up the Business and Consumer Portal to match your organization's requirements, including branding, menus, home pages, widgets, and search sources.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/customize-business-portals.html
release: australia
product: Customer Self-service and Omnichannel Engagement
classification: customer-self-service-and-omnichannel-engagement
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure Business and Consumer Portal, Configure portals, Set up self-service, Configure, Customer Service Management]
---
# Set up Business and Consumer Portal
set up the Business and Consumer Portal to match your organization's requirements, including branding, menus, home pages, widgets, and search sources.
## Before you begin
Role required: sp\_admin
## Procedure
1. Navigate to **All** > **Service Portal** > **Service Portal Configuration**.
Some of the components that you can customize include:
- Branding: [Configure the portal branding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/c_BrandingEditor.md) to give your Business Portal and Consumer Portal their own look and feel. The Coral theme is available for the Business and Consumer portals.
- Menus: Update the base system menu or add a new one. For details, see [Configure the portal header menu](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/configure-header-menu.md).
- Home page: Update the default home page by updating the widget configuration or assign a custom home page. For details, see [Assign a homepage to the portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/assign-portal-homepage.md).
- Widgets: Use configurable portal widgets to define the content in your portal. For details, see [Configurable Portal widget library](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configurable-portal-widgets-library.md).
- Header: Update the header configuration according to your need. For details, see [Configure the Portal Polaris Header widget for your portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/portal-config-portal-polaris-header.md)
- Footer: Customize information at the bottom of the page. For details, see [Configure the Portal Polaris Footer widget](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/config-portal-footer-widget.md).
- Taxonomy: [Configure a taxonomy on Business and Consumer Portal to define topics relevant to your users](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/configure_taxonomy_business-portal.md).
- List pages: Browse, search & filter through records of cases, products, orders, and others. For details, see [Add and configure the Portal Data List widget](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/config-data-list-widget-inst-optns.md)
- Roles: [Configure page security by role](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/configure-page-security.md) to either set up pages to be public \(no login required\) or to filter them by user role.
- Search sources: Configure a search source for the portal to describe the behavior and source of searchable data. For details, see [Define a search source](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/add-table-search-source.md).
- Knowledge base: Configure a knowledge base for the portal to view the associated knowledge articles. For details, see [Configure knowledge bases for a portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/enable-search-on-all-kb.md).
- Catalog: Configure a catalog for Business and Consumer portals. For details, see [Configure a catalog in Service Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/associate-portal-catalog.md).
**Related topics**
[Set up Configurable Portal widgets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/csm-configurable-portal-widget.md)
[Business Portal user roles](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/r_BusinessPortalUserRoles.md)
[Evaluate the performance of a portal page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/analyze-page-performance.md)
| title | Set up Business and Consumer Portal |
| description | set up the Business and Consumer Portal to match your organization's requirements, including branding, menus, home pages, widgets, and search sources. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/customize-business-portals.html |
| release | australia |
| product | Customer Self-service and Omnichannel Engagement |
| classification | customer-self-service-and-omnichannel-engagement |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Configure Business and Consumer PortalConfigure portalsSet up self-serviceConfigureCustomer Service Management |