---
sourceDocument: Australia Retail Industry
sourceDocumentLink: https://www.servicenow.com/docs/r/retail-industry

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Retail Industry

ft:clusterId :

    - rahi

bundleId :

    - rahi

workflow :

    - Customer and Industry


---

# Configure

# Configuring Retail {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Plan and configure your implementation of Retail.

## Configuration overview {#rahi-retail-operations-configuring__cf-config-parent-checklist}

1. [Activate plugins](https://www.servicenow.com/docs/WyIcaJhAk6KNcvBlB535oA "If you have the admin role, you can install the Retail applications.")
2. [Assign roles to Retail users](https://www.servicenow.com/docs/CWuCsNDTMdedjCJmB01WCg "Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.")

   Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.
3. [Configure related party configurations](https://www.servicenow.com/docs/YBkSYvo11FdE6fbUP8c3AA "Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.")

   Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.
4. [Create a retail organization](https://www.servicenow.com/docs/_FN5jdz870tvsEXTsywixA "Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.")

   Create a retail organization to enable management of hierarchical stores and franchises that simplifies store associate management.
5. [Add members to a retail organization](https://www.servicenow.com/docs/Ohz6cbL41ZeIiR8zPmsThw "Add members to your organization to enable them to view and complete tasks within your retail organization.")

   Add members to your organization to enable them to view and complete tasks within your retail organization.
6. [Configure your organizational structure](https://www.servicenow.com/docs/MtPhpL18VriN2zPwucQvEg "Configure the structure of your retail organization within Retail Core.")

   Configure the structure of your retail organization within Retail Core.
7. [Set up your retail support team](https://www.servicenow.com/docs/JD_JFbavYF~LgNdEYHHArQ "Set up your retail support team by creating a group then assigning the sn_retail.support_agent role to members of that group.")

   Set up your retail support team by creating a group then assigning the sn_retail.support_agent role to members of that group.
8. [Add and configure the Retail KPI widget](https://www.servicenow.com/docs/DSOBHpCB0jJ4XIeH1dc8zg "Display report data in card format on your portal. You can display the report data by adding and configuring the Retail KPI widget.")

   Add a Retail KPI widget to your portal and modify its data, appearance, and behavior. You can use the Retail KPI widget to display report data in card format on your
   portal.
{#rahi-retail-operations-configuring__ol_oxx_ncl_kcc}