Help & Support
Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.
The HR Help Desk
Employees ask HR questions in a personal Teams chat with AB Talent and get an answer from their own record and your company handbook, with sources, or the question goes to HR. What it can read, what HR sees, and how to set up the handbook safely.
Time Off in AB Talent
How time off works in AB Talent: why everyone starts with zero days until HR grants them, how to request and cancel, how managers approve or decline, and how HR sets up kinds of time off and grants days.
Who Can See What in AB Talent
AB Talent shows each person only what their access allows. The seven kinds of access, how they combine, why even an HR admin doesn't see salaries by default, and how to change someone's access.
Setting Up AB Talent
How to set up AB Talent for your company: create the workspace, import your team from Microsoft 365, give people access, set up time off, choose the handbook, connect candidate mail, and what each colleague sees the first time they open it.
AB Talent: Overview
AB Talent runs hiring and people operations in one place: open roles and candidates, the roster, time off, attendance and an HR help desk. What each tab does, what the AI does and doesn't do, and what AB Talent leaves to other systems. The hub for every AB Talent help page.
Approving an ActionBridge app for your organization (for IT administrators)
For IT administrators: what approving AB Projects, AB Sales, AB Support or AB Talent for your organization grants, permission by permission, who can approve it, and how to undo it.
Becoming a Project Member in AB Projects
How you become a member of an AB Projects project: being in the linked Teams channel is the only requirement — the roster sync adds you as a Member automatically, and there is a checklist for names missing from the assignee or mention picker.
Teams Channel and Project Linking in AB Projects
How AB Projects links each Microsoft Teams channel one-to-one with a project: the link is made when the tab is added, membership syncs from the channel roster automatically, and comments flow between task and channel thread.
Why AB Projects Requires Microsoft Graph Permissions
Every permission AB Projects asks for, mapped to the feature it powers: organization-wide Microsoft Graph permissions an administrator consents to in Entra ID (mostly delegated), and the team permissions a team owner accepts per team, including the 2.4.0 one that lets thread replies sync to tasks.
Integration with Microsoft Teams and Adaptive Cards
How AB Projects and Microsoft Teams fit together as one system: the one-to-one channel–project link, the tab, Adaptive Card posts with two-way thread sync, the chip-picker mention model, and Microsoft SSO with channel-driven membership.
Built-in Automation
AB Projects has no if-this-then-that rule builder — the routine work is automated out of the box: status-driven progress, subtask roll-up, automatic Teams cards (tunable per event type per project), channel-driven membership sync, digests and reminders, and AI assists.
Managing Project Settings
A tour of the AB Projects project settings page: identity, members, Teams channel notification toggles, GitHub integration, task workflow options, the Teams link, ownership transfer, leaving, and the unlink-before-delete rule.
Role-Based Access Control
The four project roles in AB Projects — Owner, Admin, Member, and Viewer — what each can do, how roles are changed, the guardrails around ownership and the last Admin, and how the read-only Viewer role differs from having no license seat.
Adding or Removing Members
How people join and leave an AB Projects project: the linked Teams channel is the roster — auto-sync adds the whole channel, the Team page invite covers stragglers, and removing someone for good means removing them from the channel too.
AB Help Center
The ActionBridge Help Center — pick your product (AB Projects for task & project management, AB Sales for CRM, AB Support for AI customer service, AB Talent for hiring and HR) or browse the shared basics: account, security, and AI/MCP.