1. Navigate to https://app.triadmusic.com/grid
2. Select Artist/Client you want to setup
3. Click the Settings gear icon in the left sidebar.
4. Click "Setup"
Client Details
5. Enter the client name the "Client name *" field.
6. Click the Client Avatar upload area to upload image
7. Adjust the avatar crop selection.
8. Click "Save Avatar"
9. Click "Save and continue"
Entity Setup
10. Click Add entity.
11. Enter Entity Name(s) and select default entity
12. Select Base Currency from the dropdown.
13. Click "Create"
14. Click "Continue" when all entities have been created
Chart of Accounts
15. Click "Import CSV or Excel" to import a chart of acounts
16. Drop file here and follow the steps
17. To connect to your accounting platform, Click "Connect it first"
Complete Setup
18. Click "Continue" to connect accounting platform such as AgilLink
19. Follow setup instructions and press continue when you are connected to your accounting system
20. Click "Finish setup"
