Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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Project Documents (Wiki): Overview

Learn how to find, create, organize, and collaborate on project documents in ActionBridge.

AB Projects documents
project wiki
knowledge base
Markdown documents
document tags
document version
link documents to tasks
project documentation

SSO and Microsoft Login

AB Projects uses Microsoft SSO (Microsoft Entra ID) for password-free sign-in with your Microsoft 365 account. No separate password and no per-user license to assign; project access follows your Teams-channel membership.

Microsoft SSO
AB Projects login
Microsoft Entra ID
Microsoft Teams login
Microsoft 365 sign-in
secure access
single sign-on
identity platform
tenant login
no license gate

Inviting Team Members via Microsoft Teams

AB Projects onboards your whole team through Microsoft Teams automatically: once the AB Projects tab is connected to a channel, every channel member is added to the project and kept in sync — no one-by-one email invites. Admins can also manually invite specific channel members.

AB Projects onboarding
Microsoft Teams app
automatic channel member sync
Teams tab
invite team members
Microsoft 365 license
no web signup
secure onboarding
Teams identity-based access

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 AB Projects documents 4 Teams integration 4 Microsoft Teams 3 Microsoft Teams task management 3 Teams channel sync 3 Teams notification 3

Search History

board view 7315 project summary export 1255 project updates 1241 ActionBridge 1219 Teams project roles 1183 project configuration 1165 project roles 1161 install in Teams 1121 RBAC 1115 assign task 1114 Microsoft Teams task management 1109 ACTIONBRIDGE task creation 1107 one channel per project 1105 task deadline notification 1103 AI support 1102 ACTIONBRIDGE project settings 1095 filters 1095 permissions 1095 in-app messages 1087 collaborative task tracking 1086 task workflows 1086 task management 1085 Microsoft 365 app 1084 project member communication 1082 reminder timing 1081 work planning 1076 AB 1075 Teams collaboration 1063 ACTIONBRIDGE notifications 1062 monthly charges 1061