Authentication

Overview

This guide explains how to sign in to ABBPay, create an account, verify your email address, use two-factor authentication, reset a forgotten password and switch between the businesses you have access to. You can sign in with your email and password or with your Google account.

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Signing in

1. Open the login page.
2. Choose one of two methods:
   • Google -- click Continue with Google and pick your Google account.
   • Email and password -- enter your details and click Sign in.

If you enter the wrong details several times in a row, wait a few minutes before trying again. If you have forgotten your password, see Forgot password below.

Where you land after signing in

• If you have more than one business, you are asked which one to open (see Choosing a business or employee account).
• If you have one business, you go straight to its dashboard.
• If you are an employee of one or more companies, you can choose which employee account to open.

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Registering a business account

Registration has two steps.

1. Open the registration page. You can click Register with Google instead of filling in the form.
2. Complete Step 1: Personal information and click Continue to Company Info.
3. Complete Step 2: Company details.
4. Accept the Privacy Policy and Terms.
5. Click Complete Registration.

Step 1: Personal information

Step 2: Company details

Companies House search (UK only)

When the country is UK, typing a company name shows matching companies with their number and status. Selecting one fills in the company number, status, incorporation date and address, and a banner confirms the company was found in Companies House.

After registering

You are signed in, sent a verification email, and taken to the subscription page to choose a plan.

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Registering as an accountant

Accountants join the ABBPay partner network through a six-step form.

Service areas you can choose from: Tax Compliance & Planning, Audit Services, Payroll Management, Bookkeeping, Business Advisory and VAT Management.

Client types you can choose from: Individuals, SMEs (1-50 employees), Limited Companies, Charities & Nonprofits, and Partnerships & LLPs.

If you arrived through an invitation link from a client, your account is connected to that client's company as soon as you finish registering. Your profile is reviewed within 3 to 5 business days.

The accountant sign-in and registration forms can also appear as slide-out panels on some pages, such as the community forum. They work in the same way as the full pages.

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Accepting a client invitation

When an accountant invites you to ABBPay, you receive an email with an invitation link.

1. Click the link in the email.
2. Check the details that are already filled in (name, email, phone, company name and number).
3. Complete or correct your personal and company information.
4. Create a password (at least 8 characters) and confirm it.
5. Accept the Terms of Service and Privacy Policy.
6. Click Complete Registration.

Once finished, your accountant can access your company with the permissions they were given, you receive a welcome email, and you land on your dashboard.

Messages you may see

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Accepting an invitation as an existing accountant

If you already have an ABBPay accountant account and a business owner invites you to manage their company:

1. Sign in and click the invitation link.
2. Review the invitation details.
3. Click Accept Invitation or Reject Invitation.

When you accept, you are given access to the client's company with the role and app permissions they chose, and you can go straight to their dashboard. A processed invitation shows an "Invitation Processed" message with a link to the dashboard.

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Signing in or registering with Google

1. Click Continue with Google on the login page, or Register with Google on the registration page.
2. Choose your Google account and allow access.
3. You are returned to ABBPay.

If you already have an ABBPay account with the same email address, Google signs you into it. If not, a new account is created, your email is marked as verified and you receive a welcome email.

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Forgot password

1. Click Forgot your password? on the login page.
2. Enter your registered email address.
3. Click Send Reset Link.
4. Open the email and click the link.

If the email does not arrive, check your spam folder and make sure you used the address you registered with.

Resetting your password

1. Click the link in the reset email.
2. Your email address is already filled in.
3. Enter and confirm your new password.
4. Click Reset Password, then sign in with the new password.

Password requirements

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Setting your first password

If you were added to ABBPay by someone else, such as an employer or colleague, you receive an email with a link to set your password.

1. Click the link in the email.
2. Enter and confirm your new password.
3. Click Set Password.
4. Sign in with your new password.

If the link no longer works, ask the person who invited you to send a new one.

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Verifying your email

1. After registering, you see a message saying a verification link has been sent.
2. Open the email and click the link.
3. If it does not arrive, click Re-send Verification Link.
4. You can also click Log Out from this page.

If your email is already verified you go straight to your dashboard. Once verified, you may receive a welcome email.

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Two-factor authentication

Two-factor authentication adds a second step to signing in. After entering your password you are asked for a 6-digit code from an authenticator app on your phone.

Signing in with two-factor authentication

1. Sign in with your email and password.
2. Enter the 6-digit code from your authenticator app.
3. Click Continue.

If you cannot use your authenticator app, click login using a recovery code and enter one of the recovery codes you saved when you set up two-factor authentication. Each recovery code can be used once. Keep them somewhere safe.

Confirming your password

Some sensitive areas, such as viewing recovery codes, ask you to confirm your password first. Enter your current password and click Confirm, and you are returned to where you were.

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Choosing a business or employee account

If you have access to more than one business, or you are also an employee, you are shown a selection page after signing in.

Each business card shows the company name, your role (Business Administrator), the apps it uses (for example Accounting, Payroll or POS) and quick links into each app. Click Switch to make that business active. You can switch again at any time from the account menu.

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Requesting account deletion

You can ask for your account to be deleted without signing in.

1. Click Delete Account at the bottom of the login page.
2. Enter your registered email address.
3. Optionally tell us why you are leaving (up to 1,000 characters).
4. Click Submit Deletion Request.

You will see a confirmation, and your request is processed within 5 to 7 business days. The form explains how the information you submit is used and protected.

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Signing out

Use Log Out in the account menu. You are returned to the login page.

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Common journeys

New business user:
  Register --> Verify email --> Choose a plan --> Dashboard

Accountant:
  Register (6 steps) --> Profile review (3-5 days) --> Dashboard

Invited client:
  Click invitation link --> Complete registration --> Dashboard

Google, new user:
  Continue with Google --> Account created --> Dashboard

Google, existing user:
  Continue with Google --> Dashboard

Standard sign in:
  Sign in --> [Two-factor code if enabled] --> [Choose business if you have several] --> Dashboard

Forgotten password:
  Forgot password --> Email link --> New password --> Sign in