Help & Support

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

Total 3 articles. Currently on page 1 of / 1

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 7304 project summary export 1251 project updates 1232 ActionBridge 1216 Teams project roles 1180 project configuration 1158 project roles 1157 install in Teams 1117 assign task 1111 RBAC 1110 Microsoft Teams task management 1105 ACTIONBRIDGE task creation 1104 AI support 1099 one channel per project 1098 task deadline notification 1097 filters 1090 permissions 1090 ACTIONBRIDGE project settings 1089 collaborative task tracking 1083 task workflows 1083 Microsoft 365 app 1079 in-app messages 1079 project member communication 1078 task management 1078 reminder timing 1076 AB 1071 work planning 1071 monthly charges 1059 ACTIONBRIDGE notifications 1058 Teams collaboration 1058