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

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

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

    Before you begin

    Role required: admin or sp_admin

    About this task

    Add or edit taxonomy and child topics to the business 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.

    Procedure

    1. Navigate to All > Service Portal > Portals.
    2. Search and select *business portal in the Title column on the Service Portals page.
    3. Select Business 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.
      Note:
      Only one taxonomy can be associated with a portal.
    7. Select Save.

    What to do next

    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.