---
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 Legal

# Configure Legal {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Configure the Legal business unit to submit and manage legal 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 Legal.  
   Alternatively, select Continue on the Legal tile.

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

   {#config-legal__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 legal requests.  
   The following intake form is preconfigured by default:
   {#config-legal__table_msq_cfz_r3c__entry__2}

   | Intake form | Description |
   |-|-|
   | Legal request | Submits general legal questions or requests legal services. |
   [Table 1. Intake form]

   {#config-legal__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-legal__ul_dnp_2cy_r3c}
6. Manage groups to organize users who handle legal requests, manage content, and configure access.  
   * Legal default groupsThe following groups are preconfigured with associated roles:

     {#config-legal__table_t5g_cjz_r3c__entry__2}

     | Legal groups | Description |
     |-|-|
     | Legal Administrators | Manage Legal roles, processes, and workflows. |
     | Legal Employee center managers | Manage Legal support topics, quick links, and knowledge articles in the Employee Center. |
     | Legal Request managers | Receive, assign, and respond to Legal requests. |
     [Table 2. Legal default groups]

     {#config-legal__table_t5g_cjz_r3c}

     To assign user to a default group:
     1. Select the 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-legal__ol_u5g_cjz_r3c}
   * Create custom groups to organize your Legal team.

     1. Select Create Group.
     2. On the form, fill in the fields.{#config-legal__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-legal__table_ax5_x3z_r3c}
     3. Select Save.
     {#config-legal__ol_zw5_x3z_r3c}
   {#config-legal__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-legal__ol_jnp_2cy_r3c}
8. Configure notifications sent through Email, Portal, and Workspace to users about submitted or assigned legal 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-legal__ul_owl_qgz_r3c}
9. After you finish all configuration steps, select Mark as configured.

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