# Customer Access

There are a few areas to take note of when setting up customer access into the package:

<table border="1" id="bkmrk-1-branch-setup-2-bra" style="border-collapse: collapse; width: 31.358%;"><colgroup><col style="width: 14.228%;"></col><col style="width: 85.6931%;"></col></colgroup><tbody><tr><td>1</td><td>Branch setup</td></tr><tr><td>2</td><td>Branch links to Accounts</td></tr><tr><td>3</td><td>Security setup on form</td></tr><tr><td>4</td><td>Security form access</td></tr></tbody></table>

  
Branch Setup  
Create a Branch for the customer so that the customer’s name is the branch.  
   
<span style="color: rgb(45, 194, 107);">**System Configuration&gt; Administration &gt;Company Profile**</span>

Click on the Add button and create a code and Description for the customer branch   
Code: - CUST001   
Description - Customer A (name)  
Fill in all the information relevant for the Customer A, you will also have to fill in the details under the “Additional” Button.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/scaled-1680-/1X8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/1X8image.png)

Remember to fill in all the information under the Defaults Tab.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/scaled-1680-/k4dimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/k4dimage.png)

Click on the button “Additional” and fill in all the tabs with their fields including the General Ledger Links tab.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/scaled-1680-/zFAimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/zFAimage.png)

After you have created the branch (Customer Branch), you will notice all setup areas have a button called Branch.   
When clicking on that button the following window will appear:   
Select which items the customer has access to see by moving the branch from the left column to the right column.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/scaled-1680-/3nLimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-07/3nLimage.png)