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Clients and groups

Client & Group Settings

Clients & Groups is on the Business Manager rail.

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

  • Client group membership
  • User assignment (Access)
  • 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.

Groups are folders for related entities (for example touring LLC, publishing, and merch under one act). Assigning a user to a group can grant several clients at once.