Configure Core Business Suite

concept brazil Updated Sep 10, 2026 2 min read configure-cbs.md
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Configure Core Business Suite to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Source‑to‑Pay, and Workplace Services.

  • Install Implementation agent
    Install the Implementation Agent to enable a modular Admin Home dashboard for instance configuration. The Implementation Agent supports the Core Business Suite guided setup, which provides a unified experience for installing and configuring Core Business Suite applications.
  • Activate AI Search
    Activate AI Search to enable conversational search capabilities in ServiceNow Otto for Core Business Suite (CBS).
  • Manage ServiceNow Otto panel
    Enable the ServiceNow Otto panel to provide generative AI assistance through a conversational interface in ServiceNow Otto for Core Business Suite (CBS).
  • Install Core Business Suite
    Install Core Business Suite to configure employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.
  • Enable Core Business Suite Foundation business units
    If you’re using any standard business unit included in Core Business Suite Foundation, update the system properties to enable the Core Business Suite business units for installation.
  • Assign the CBS admin role
    Assign the CBS Admin role to grant users full administrative access to configure Core Business Suite.
  • CBS requester role enhancements
    Assigning the CBS requester role has been simplified with two approaches — automated assignment for all employees and manual setup by an administrator — giving organizations more flexibility across business units.
  • Install Core Business Suite applications
    Install Core Business Suite applications to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Workplace Services, and Source‑to‑Pay.
  • Reapply the default configurations
    If the default configurations aren’t applied for Core Business Suite or its business units, reapply the default configurations by running a script.
  • Assign the CBS Requestor role
    Assign the CBS requestor role to enable users to access services and submit requests through Employee Center.
  • Set assignment rules in CBS
    Configure assignment rules for each business unit in Core Business Suite to control how tasks are automatically assigned to groups or users based on defined conditions.
  • Configure instance options for Help topics widget
    Configure the instance options for the Help topics widget on the CBS employee portal according to your organizational requirement.
  • Core Business Suite setup on Product Hub
    Core Business Suite (CBS) is available in three subscription tiers. Depending on your subscription, you can set up your application on the Product Hub.
  • Employee Slate configuration for CBS
    Core Business Suite provides two setup options for configuring Employee Slate as the default employee support portal. You can select any one according to your organizational requirement.
  • Configure Core Business Suite using guided setup
    Configure Core Business Suite business units using guided setup in the Configuration Console.
  • Configure Core Business Suite using Otto
    Configure Core Business Suite using a conversational interface provided by Now Assist.
  • Groups in Core Business Suite module
    Groups enable you to organize people for tasks and projects across Core Business Suite. Assign team members to access, create, and manage shared settings for one or more business units.
  • Knowledge Base in Core Business Suite
    The Knowledge module in Core Business Suite enables you to adjust settings for the default knowledge bases. It enables importing articles to support cross-functional knowledge sharing across business units in Core Business Suite.

Parent Topic:Core Business Suite

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