---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Setup the Business Portal

# Setup the Business Portal {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Customize the business portal to meet your needs.

## Before you begin

Role required: admin

## Procedure

Navigate to AllService PortalService Portal Configuration.  
Some of the components that you can customize include:

* Branding: [Configure the portal branding](https://www.servicenow.com/docs/access?context=c_BrandingEditor&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US) to give your business portal its own look and feel. The Coral theme is the default theme for the business portal.
* Menus: Update the base system menu or add a new one. For details, see [Configure the portal header menu](https://www.servicenow.com/docs/access?context=configure-header-menu&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).
* Home page: Update the default home page by updating the widget configuration or assign a custom home page. For details, see [Assign a homepage to the portal](https://www.servicenow.com/docs/access?context=assign-portal-homepage&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).
* Widgets: Use configurable portal widgets to define the content in your portal. For details, see [Configurable Portal widget library](https://servicenow-prod.fluidtopics.net/_8~o4P5Suik1k~RQySn~ww "The Configurable Portal widget library is a collection of prebuilt and reusable widgets that enables you to configure the portal homepage.").
* Header: Update the header configuration according to your need. For details, see [Configure the Portal Polaris Header widget for your portal](https://servicenow-prod.fluidtopics.net/~f~uIV6WyKt3hoPLUgliHA "Associate the Portal Polaris Header widget as your header for the selected theme on your portal.")
* Footer: Customize information at the bottom of the page. For details, see [Configure the Portal Polaris Footer widget](https://servicenow-prod.fluidtopics.net/7wnIrF45HSYA7Z_y4IUBtg "Configure the Portal Polaris Footer widget to display your company’s corporate office address, email address, and more on the portal page.").
* Taxonomy: [Configure a taxonomy on Business Portal to define topics relevant to your users](https://servicenow-prod.fluidtopics.net/cJjCLAJ0LMYv0EzqrZh9RA "Configure and manage the taxonomy on the Business portal to meet your needs.").
* List pages: Browse, search \& filter through records of cases, products, orders, and others. For details, see [Add and configure the Portal Data List widget](https://servicenow-prod.fluidtopics.net/dkCUXDGPc7WJ7iHjSuJUOg "Add a Portal Data List widget to your portal and modify its data, appearance, and behavior. You can use the Portal Data List widget to display different case-related data in a card or list format on your portal.")
* Roles: [Configure page security by role](https://www.servicenow.com/docs/access?context=configure-page-security&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US) to either set up pages to be public (no login required) or to filter them by user role.
* Search sources: Configure a search source for the portal to describe the behavior and source of searchable data. For details, see [Define a search source](https://www.servicenow.com/docs/access?context=add-table-search-source&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).
* Knowledge base: Configure a knowledge base for the portal to view the associated knowledge articles. For details, see [Configure knowledge bases for a portal](https://www.servicenow.com/docs/access?context=enable-search-on-all-kb&version=yokohama&pubname=yokohama-servicenow-platform&ft:locale=en-US).
* Catalog: Configure a catalog for business portal. For details, see [Configure a catalog in Service Portal](https://www.servicenow.com/docs/access?context=associate-portal-catalog&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).
{#customize-business-portals__ul_ymm_jby_cmb}

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