Configure Core Business Suite
concept brazil Updated Sep 10, 2026 2 min read configure-cbs.md
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
Keywords configure
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--- title: Configure Core Business Suite description: Configure Core Business Suite to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Source‑to‑Pay, and Workplace Services. locale: en-US canonical_url: https://www.servicenow.com/docs/r/core-business-suite/configure-cbs.html release: brazil topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 2 keywords: [configure] breadcrumb: [Core Business Suite] --- # Configure Core Business Suite 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/inst-implement-agent.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/activate-ai-search.md)** Activate AI Search to enable conversational search capabilities in ServiceNow Otto for Core Business Suite \(CBS\). - **[Manage ServiceNow Otto panel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/enable-now-assist-panel.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/set-up-cbs.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/activate-cbs-bu-version.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/cbs-admin-role.md)** Assign the CBS Admin role to grant users full administrative access to configure Core Business Suite. - **[CBS requester role enhancements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/cbs-requester-role-enhancements.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/install-cbs-apps.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/reset-default-configurations.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/assign-cbs-requestor-role.md)** Assign the CBS requestor role to enable users to access services and submit requests through Employee Center. - **[Set assignment rules in CBS](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/set-assignment-rules-cbs.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/instance-option-helpt.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/cbs-product-hub-overview.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/employee-slate-config-cbs.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/config-cbs-using-guided-setup.md)** Configure Core Business Suite business units using guided setup in the Configuration Console. - **[Configure Core Business Suite using Otto](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/configure-cbs-using-now-assist.md)** Configure Core Business Suite using a conversational interface provided by Now Assist. - **[Groups in Core Business Suite module](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/groups-cbs.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/kb-cbs.md)** 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/core-business-suite/cbs-landing.md)
| title | Configure Core Business Suite |
| description | Configure Core Business Suite to support employee and supplier requests across Human Resources, Finance, Health and Safety, Legal, Source‑to‑Pay, and Workplace Services. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/core-business-suite/configure-cbs.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| keywords | configure |
| breadcrumb | Core Business Suite |