Clients and groups

Clients & Groups is on the Business Manager rail.

Client Settings

Add a client (artist / entity), pick who can open it, and set:

• Client group membership
• Account Managers and Bookkeepers on create (leave empty and the Business Manager keeps the client until staff are assigned)
• User assignment (Access) later from this screen
• Security
• Default operating and AP GL accounts
• Inter-Company Journal due-from / due-to accounts

Cash vs accrual lives on the client as well and drives Reporting.

Add Client is a dedicated screen from this area. New clients do not inherit future “all clients” grants from a user — assign staff on create or from Users.

Group Settings

Groups are folders for related entities (for example touring LLC, publishing, and merch under one act). Access is still assigned per client.