Configure a taxonomy on Business and Consumer Portal to define topics relevant to your users

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure and manage the taxonomy on the Business and Consumer portal to meet your needs.

    Antes de Iniciar

    Role required: sp_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Add or edit taxonomy and child topics to the Business and Consumer portal. Taxonomy enables you to define topics which are relevant to your users.

    For example, topics relevant to an e-commerce site can be orders, returns, payments, and others. Your users can find the relevant topic and then use available articles and catalog items of that topic.

    Procedimento

    1. Navigate to All > Service Portal > Portals.
    2. Search and select *business portal or *consumer portal in the Title column on the Service Portals page.
    3. Select Business Portal or Consumer Portal.
      If a message appears about the application scope, select here to be able to edit the record.
    4. In Related Lists, select Taxonomy.
    5. Select Edit.
    6. On the Edit Members page, move the required taxonomy from Collection to the Taxonomy List.
      You can also create a taxonomy. For more information, see Create taxonomy.
      Nota:
      Only one taxonomy can be associated with a portal.
    7. Select Save.

    O que Fazer Depois

    Create and associate topics to the new taxonomy and associate catalog items and knowledge articles to the topics created. For details, see Associate connected content to a topic.