Configuring Retail
Plan and configure your implementation of Retail.
Configuration overview
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Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.
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Configure related party configurations
Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.
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Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.
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Add members to a retail organization
Add members to your organization to enable them to view and complete tasks within your retail organization.
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Configure your organizational structure
Configure the structure of your retail organization within Retail Core.
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Set up your retail support team
Set up your retail support team by creating a group then assigning the sn_retail.support_agent role to members of that group.
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Add and configure the Retail KPI widget
Add a Retail KPI widget to your portal and modify its data, appearance, and behavior. You can use the Retail KPI widget to display report data in card format on your portal.
---
title: Configuring Retail
description: Plan and configure your implementation of Retail.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/retail-industry/rahi-retail-operations-configuring.html
release: brazil
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Retail]
---
# Configuring Retail
Plan and configure your implementation of Retail.
## Configuration overview
1. [Activate plugins](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-operations-install.md)
2. [Assign roles to Retail users](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-assign-roles-users.md)
Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.
3. [Configure related party configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-configure-titles-labels.md)
Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.
4. [Create a retail organization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-create-retail-organization.md)
Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.
5. [Add members to a retail organization](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-add-members-to-organization.md)
Add members to your organization to enable them to view and complete tasks within your retail organization.
6. [Configure your organizational structure](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-configure-organizational-structure.md)
Configure the structure of your retail organization within Retail Core.
7. [Set up your retail support team](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-retail-setup-support-team.md)
Set up your retail support team by creating a group then assigning the sn\_retail.support\_agent role to members of that group.
8. [Add and configure the Retail KPI widget](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/retail-industry/rahi-portal-configure-retail-kpi-widget.md)
Add a Retail KPI widget to your portal and modify its data, appearance, and behavior. You can use the Retail KPI widget to display report data in card format on your portal.
| title | Configuring Retail |
| description | Plan and configure your implementation of Retail. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/retail-industry/rahi-retail-operations-configuring.html |
| release | brazil |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Retail |