Associate a customer with a record to restrict the records that a person can see when the person has a customer based security profile.
Use the application specific to the type of record that you want to associate with a customer. For example, use the Assets (SP) application to associate one or more customers with an asset.
In the Add/Modify Customer Associations dialog box, click Select Customers.
Select one or more customers from the list and click OK.
Click OK to save your changes and return to the application.