App Module
Overview
The App Module is the central hub of ABBPay Solutions. It serves as the primary dashboard and management interface where users manage their companies, subscriptions, user profile, team access, and integrations. It acts as the gateway to all other ABBPay modules (Accounting, Payroll, HR, Inventory, etc.).
Accessing the App Module
After logging in, users land on the App Dashboard. The sidebar navigation provides access to all App Module features.
Sidebar Navigation
| Menu Item | Visibility | Description |
|---|---|---|
| Dashboard | All users | Main app dashboard |
| Businesses | Users with multiple companies or agents | Manage and switch between business entities |
| Subscription | Company owners only | Manage subscription plans and billing |
| Support | All users | Live chat support |
| Profile | All users | User profile and security settings |
| Logout | All users | Sign out of the application |
Key Features
Company Management
Create, switch, and manage multiple business entities. Each company operates independently with its own data, subscriptions, and team members.
See: Company Management
Subscription & Billing
Subscribe to ABBPay modules (Accounting, Payroll, HR, etc.), manage billing, and view payment history.
User Profile
Manage personal information, notification preferences, account activity logs, and security settings including password, email, and two-factor authentication.
See: User Profile
Integrations
Connect third-party services including WhatsApp Business API for messaging automation.
See: Integrations
Onboarding Flow
New users who register with Google (without a password) are guided through a multi-step onboarding wizard:
Onboarding Steps
- Personal Information -- Set first name, last name, and create a password.
- Company Choice -- Choose to add a business now or skip for later.
- Company Details (if creating a company) -- Enter company registration number, company name, country, and number of employees.
- Review & Complete -- Review all entered information and confirm registration.
Company Creation Fields
| Field | Required | Description |
|---|---|---|
| Company Registration Number | Yes | Official registration number (e.g., Companies House number) |
| Company Name | Yes | Trading name of the business |
| Country | Yes | Country of registration (determines currency and compliance rules) |
| Number of Employees | Yes | Approximate employee count |
After completing onboarding with a company, the user is redirected to the Subscription page to choose a plan. Without a company, they are taken to the Dashboard.
App Switcher
The App Switcher dropdown appears in the header and allows users to navigate between subscribed ABBPay modules (e.g., Accounting, Payroll, HR, Inventory). Only modules the user's company has an active subscription for are displayed.
Company Switcher
The Company Switcher appears in the header and allows users to switch between companies they have access to. Switching a company changes the active company across the whole application.
Businesses (Multi-Company Management)
Users with access to multiple companies (or agent users) can view and manage all their business entities from the Businesses page. This page shows a data table of all associated companies with actions to view details.
Accountant Management
Business owners can invite and manage accountants who need access to their company data.
| Feature | Description |
|---|---|
| View Accountants | List of accountants with access to your company |
| Invite Accountant | Send invitation to an accountant by email |
| Accountant Clients | Accountants can view and manage their client companies |
Accountant Client Invitations
Accountants can manage invitations to and from clients, accept client access requests, and view their client portfolio.
Client Invitations
Manage pending invitations sent to other users to join your company or access your business data.
Support Chat
Built-in live chat support. Accessible from the sidebar or the chat notification icon in the header.
Notifications
The notification bell in the header displays recent notifications. Users can view and dismiss individual notifications. Notification preferences (email alerts for security, news, features, and tips) can be configured in the Profile settings.
Roles & Permissions
Accessible via Settings > Roles, company owners can manage roles and permissions for their team members.
Staff Management
Accessible via Settings > Staff, company owners can manage staff members who have access to the company.
Billing Portal
Company owners can open the billing portal directly via the Billing link, which opens a secure portal for managing payment methods, viewing invoices, and updating billing details.