---
sourceDocument: Brazil Core Business Suite
sourceDocumentLink: https://www.servicenow.com/docs/r/core-business-suite

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Core Business Suite

ft:clusterId :

    - cbs

bundleId :

    - cbs

workflow :

    - Core Business Suite


---

# Configure Finance

# Configure Finance {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Configure the Finance business unit to enable employees to submit and manage finance‑related requests.

## Before you begin

Role required: admin, sn_cbs.admin

## Procedure

1. Navigate to AdminAdmin Home.
2. On the Core Business Suite card, select View product overview.
3. In the Configuration insights section, select Configure.  
   The Configure Core Business Suite page opens in the Configuration Console.
4. From the Configuration Summary navigation menu, select Finance.  
   Alternatively, select Continue on the Finance tile.

   Configure the following settings as needed:
   * Intake forms (preconfigured by default)
   * Manage Groups
   * Role assignment
   * Notifications (preconfigured by default)

   {#config-finance__ul_pgp_31z_r3c}  
   Note:  
   By default, the CBS admin role cannot configure Manage Groups or Role assignment. To complete these tasks, assign the User admin role (user_admin) to the CBS admin (sn_cbs.admin).

   for more information, see .
5. Customize existing intake form or create new ones to collect finance requests.  
   The following intake form is preconfigured by default:
   {#config-finance__table_msq_cfz_r3c__entry__2}

   | Intake form | Description |
   |-|-|
   | General finance request | Submit general finance questions or request finance services. |
   [Table 1. Intake form]

   {#config-finance__table_msq_cfz_r3c}
   * To customize an existing intake form, select the Edit icon.
   * To create a intake form, select Create new. For more information, see [Catalog Builder](https://www.servicenow.com/docs/access?context=catalog-builder&version=brazil&pubname=brazil-servicenow-platform&ft:locale=en-US).  
     Note:  
     Create intake forms directly in the production instance. Intake forms created in sub-production instances are not supported for promotion to production.
   {#config-finance__ul_dnp_2cy_r3c}
6. Manage groups to organize users who handle finance requests and configure access.  
   * Finance default groupsThe following groups are preconfigured with associated roles:

     {#config-finance__table_t5g_cjz_r3c__entry__2}

     | Finance groups | Description |
     |-|-|
     | Finance Request handlers | Receive, assign, and respond to Finance requests. |
     | Finance Administrators | Manage Finance roles, processes, and tools. |
     [Table 2. Finance default groups]

     {#config-finance__table_t5g_cjz_r3c}

     To assign users to a default group:
     1. Select Edit icon next to the group name.
     2. In the Assign people to this group field, search for and select users.
     3. Select Save.  
        Note:  
        Users added to a default group are automatically assigned the roles listed under Default assigned role.
     {#config-finance__ol_u5g_cjz_r3c}
   * Create custom groups to organize your Finance team.
     1. Select Create Group.
     2. On the form, fill in the fields.{#config-finance__table_ax5_x3z_r3c__entry__2}

        | Field | Description |
        |-|-|
        | Group name | Name used to identify the group within the business unit. |
        | Group manager | User responsible for managing the group. |
        | Group description | Brief description of the group's purpose. |
        | Assign people to this group | Users to add as group members. |
        | Assign role | Roles assigned to group members. |
        [Table 3. Create Group form]

        {#config-finance__table_ax5_x3z_r3c}
     3. Select Save.
     {#config-finance__ol_zw5_x3z_r3c}
   {#config-finance__ul_pzp_v3z_r3c}
7. Assign roles to give groups the required access.  
   1. Select a role.
   2. Select Assign groups.
   3. Select the group from the list.
   4. Select Update.
   {#config-finance__ol_jnp_2cy_r3c}
8. Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned finance requests.  
   * To create an email notifications, see [Create an email notification](https://www.servicenow.com/docs/access?context=t_CreateANotification&version=brazil&pubname=brazil-platform-administration&ft:locale=en-US).
   * To create Portal or Workspace notifications, see [Trigger conditions form](https://www.servicenow.com/docs/access?context=notif-trigger-form&version=brazil&pubname=brazil-employee-service-management&ft:locale=en-US).
   {#config-finance__ul_owl_qgz_r3c}
9. After you finish all configuration steps, select Mark as configured.

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