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Select a client

Select Client grid with seeded artist entities and invoice queues

Select Client lists the clients (artists / entities) you can open. Clients may be grouped.

Pick a client to set it as the active workspace and go to Client Dashboard.

You can switch later from the left rail:

  • Switch client — back to this picker
  • Dashboard — back to your portfolio dashboard (BM, AM, or Bookkeeper)

You only see clients you have access to. Business Managers see the full firm roster.