Company Management

Overview

ABBPay Solutions supports managing several companies from one login. Each user can create, own, and access multiple companies. Each company operates independently with its own data, subscriptions, employees, and financial records.

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Creating a Company

During Onboarding

New users are prompted to create their first company as part of the registration flow. The onboarding wizard collects:

The system automatically:

• Sets the currency based on the selected country
• Redirects to the Subscription page to choose a plan

Adding a New Company

From the header, click the Add Company button (available via the company switcher). This opens a modal to create a new business entity with:

UK Company Auto-Complete

For UK companies, typing in the Company Name field triggers a search against Companies House. Selecting a result auto-fills:

• Company registration number
• Registered address (line 1, line 2, locality, postcode)
• Company status
• Date of creation

For UK charities, searching by registration number fetches details from the Charity Commission including charity name, registration status, web address, and address.

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Company Switching

Select Company Page

When a user has multiple companies, they can navigate to the Select Company page to choose which company to work with. The page displays a list of all companies the user has access to.

1. Click on a company card.
2. The system checks you have access to that company.
3. That company becomes your active company.
4. You are taken to its dashboard.

Company Switcher (Header)

The Company Switcher dropdown in the header provides quick switching without leaving the current page. It shows:

• Current company name
• List of all accessible companies with their logos
• User's role in each company (Owner, Admin, Staff, etc.)
• Quick switch action

Role Display

Each company in the switcher shows the user's role badges:

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Company Profile & Settings

Company settings are managed within each module (Accounting, Payroll, etc.) rather than centrally in the App Module. Key company details include:

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Team Management

Inviting Users

Company owners can invite other users to join their company by sending invitations. The invitation system supports:

Roles & Permissions

Navigate to Settings > Roles to manage role-based access control:

Staff Management

Navigate to Settings > Staff to manage team members:

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Accountant Access

Business owners can grant accountants access to their company data:

Inviting an Accountant

1. Navigate to Accountant from the sidebar.
2. Click the invitation button.
3. Enter the accountant's email address.
4. The accountant receives an invitation email.
5. Once accepted, the accountant can view and manage the company's financial data.

Managing Accountants

Accountant Client Portal

Accountants have a dedicated view (Accountant > Clients) to manage all their client companies from a single interface.

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Businesses Page

Users with multiple companies or agent users can access the Businesses page from the sidebar. This page displays a data table of all associated companies with:

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Workflow Summary

Registration / Login
        |
  Onboarding Wizard (if new Google sign-in user)
        |
  Create Company (optional)
        |
  Select Subscription Plan
        |
  Company Dashboard
        |
  +--> Switch Company (header dropdown or Select Company page)
  +--> Add New Company (header button)
  +--> Invite Team Members (Settings > Staff)
  +--> Invite Accountant (Accountant page)
  +--> Manage Roles (Settings > Roles)