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## 5.15.1 Create UserLinkage

This topic describes the systematic instructions to configure customer and user linkage.

A user can be liked to a customer or group of customers or all the customers available in the system. The Customer and User Linkage is provided for administrative and privacy purposes. A user can view only the linked customer data across the system, the user cannot view any data of the customers who are not linked to the user. In the absence of such a linkage, any user can view any customer data which can lead to privacy and administrative issues.

1. On Home screen, click Liquidity Management. Under Liquidity Management, click Maintenance.
2. Under Maintenance, click User Linkage. Under User Linkage, click Create User Linkage.
   The Create User Linkage screen displays.

   Figure 5-38 Create User Linkage

   Description of "Figure 5-38 Create User Linkage"
3. Specify the fields on Create User Linkage screen.

   Note:

   The fields marked as Required are mandatory.
   For more information on fields, refer to the field description table.

   Table 5-43 Create User Linkage – Field Description

   Field | Description
   --- | ---
   User ID | Click Search icon to view and select the User ID for which the linkage needs to be done. This field is an LOV which fetches all the users maintained in the system.
   Username | Displays the user name based on the user ID selected.
   Link All Customers | Switch on the toggle if the user needs to be linked to all the customers available in the system. If user selects Link All Customers option, then the customers created in future also gets automatically linked to the user. If the requirement is to restrict the user linkage only to a specific customer or a group of customers, do not select this option.
   Customers | Select this option if the user needs to be linked to a specific customer or specific group of customers but not all the customers in the system.
   Customer ID | Click Search icon to view and select the customer ID.
   Customer Name | Displays the customer name.
   Action | Displays the action to edit or delete the customer details.

4. Click + to enable the Customer ID LOV. The process needs to be repeated to link the next customer.
5. Click Save to save the details.

Parent topic: User Linkage