---
sourceDocument: Zurich Public Sector
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/government-industry

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Configure Service Exchange

# Configure Service Exchange for Public Sector Digital Services {#ariaid-title1}

* Release version: Zurich
* 
* Updated December 10, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

To set up and configure the Service Exchange for Public Sector Digital Services application, follow these steps.
{#psds-servicebridge-config-install__table_xkj_nxd_yxb__entry__2}

| Task | Link |
|-|-|
| Install the Service Exchange for Public Sector Digital Services application. | See [Install Service Exchange for Public Sector Digital Services](https://www.servicenow.com/docs/CaSymaBQOiQN5rDGt88NkA "If you have the admin role, you can install the Service Bridge for PSDS (sn_sb_psds) application, which enables you to use Service Exchange for Providers."). |
| Set up the Government Service Portal, the consumer-facing portal for Public Sector Digital Services. | See [Customize the Government Service Portal](https://www.servicenow.com/docs/W1KWxsEiCjNjdy~iUIgH6Q "Modify the Government Service Portal to meet your needs, for example to set the portal branding."). |
| Set up a new provider record. | 1. Navigate to User AdministrationCompaniesand select the company record. 2. Add a user or contact with the sn_sb_pro.consumer role. 1. To add one or more users to a company on the provider instance, navigate to User AdministrationCompaniesand select the company record. 2. Under the Users related list, select New. 3. On the form, fill in the fields with the user information, and select Submit. 4. Once the user record is created, navigate to the Roles related list and select Edit. 5. Select the roles you wish to add to the user using the arrows, and select Save. {#psds-servicebridge-config-install__ol_v4s_gjy_4hc} Note: A user or contact with the sn_sb_pro.consumer role must be associated with the company before the company can be associated with a provider record. 3. Navigate to AllService Bridge ProviderProvider 4. Enter a name for the provider, and enter the company associated with. Note: To create a new company record, select \[magnifying glass\] to open the Companies related list, and select New. On the form, fill in the fields. Select Submit to save and associate the Company record to the Provider record. {#psds-servicebridge-config-install__ol_uxn_lhy_4hc}See [Set up a Service Exchange provider record](https://www.servicenow.com/docs/access?context=service-bridge-v2-new-provider&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). Note: If a new Company record has not yet been created, navigate to User AdministrationCompanies and select New. Enter the Company details, then select Submit. |
| Set up a Service Bridge connection between a Provider and a Consumer. | See [Connect a provider instance to a consumer instance](https://www.servicenow.com/docs/rKt6icDIQSLMLXbXJO3ZZg "Establish an instance-to-instance integration between a provider and a consumer using Service Exchange for Public Sector Digital Services."). |
| Assign Service Exchange roles for providers. | See [User roles for providers](https://www.servicenow.com/docs/access?context=service-bridge-v2-personas&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). |
| Create catalog personas. | See [Create catalog personas](https://www.servicenow.com/docs/access?context=service-bridge-v2-create-catalog-persona&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). |
| Create remote choice definitions. | See [Create remote choice definitions in Service Exchange for Providers](https://www.servicenow.com/docs/access?context=service-bridge-v2-create-remote-choice-fld-defs&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US) |
| Create remote catalog items. | See [Create remote catalogs in Service Exchange for providers](https://www.servicenow.com/docs/access?context=service-bridge-v2-remote-catalog&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). |
| Create remote task definitions. | See [Create a remote task definition in Service Exchange for Providers](https://www.servicenow.com/docs/access?context=service-bridge-v2-create-remote-tasks-defs&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). |
| Create transforms. | See [Create a transform in Service Exchange](https://www.servicenow.com/docs/access?context=service-bridge-v2-create-transform&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). |
| Update Authorized Users settings. | See [Update settings for authorized users](https://www.servicenow.com/docs/access?context=service-bridge-v2-configure-settings&version=zurich&pubname=zurich-service-exchange&ft:locale=en-US). |
[Table 1. Setting up Service Bridge for Providers]

{#psds-servicebridge-config-install__table_xkj_nxd_yxb}

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