Inviting Team Members via Microsoft Teams

Inviting Team Members via Microsoft Teams

There are no email invites in AB Projects. Adding someone to the Microsoft Teams channel your project is linked to is the invite — membership follows the channel automatically.

How onboarding works

  1. Link the project once. An owner or admin adds the AB Projects tab to a Teams channel — see Installing the AB Projects Teams App.
  2. The whole channel becomes the project team. When any one member opens the tab, the channel's members are provisioned into the project — nobody has to click anything individually.
  3. It stays in sync. People added to the channel later are picked up on a subsequent visit. That also means a teammate can be assigned tasks before they've ever opened AB Projects themselves.

A person's first open

The first time someone opens AB Projects, they confirm a display name on a single quick screen — no password, no signup form. Their identity comes from Microsoft sign-in. A seat is granted automatically: the first 10 active users in your organization are free; beyond that, an admin assigns a paid Basic seat — see Managing Subscriptions, Billing & Licenses. Someone without a seat can still open the app and view work; creating and editing wait until a seat is available.

Pulling someone in immediately (optional)

Don't want to wait for the automatic sync? On the project's Team page, an owner or admin can add specific people right away. The pick-list is limited to the linked channel's roster — you can't add arbitrary outside email addresses, which keeps project access aligned with Teams access.

Guests and people outside your company

If your Teams channel includes guests (external partners or clients your Microsoft admin added to the team), they can use AB Projects in your workspace like anyone else — they appear on the Team page and use one of your seats. Guests never need their own AB subscription.

What about the web app?

The browser version at blz.actionbridge.io is for people already provisioned through Teams — there is no separate web signup. Come in through the Teams channel first; after that, the web app works with the same Microsoft sign-in.

Quick reference

You want to…Do this
Add a teammate to the projectAdd them to the linked Teams channel (Teams → channel → Add member)
Add them right nowProject's Team page → add them from the channel roster
Bring in an external partnerHave your Microsoft admin add them as a Teams guest first
Change what a member can doAdjust their role — see Role-Based Access Control
Remove someoneRemove them from the channel, or from the Team page — see Adding or Removing Members

One link, one channel, and your whole team is on board — that's the entire onboarding story.

Published on 2025-07-07
Last updated on 2026-07-17
Version 10