Adding or Removing Members
3.2 Adding or Removing Members
In ACTIONBRIDGE, members are managed per project. This gives you control over access and roles, while keeping user identity and licensing consistent across your Microsoft 365 tenant.
Automatic Member Registration (via Microsoft Teams)
- If a user is already a member of the Microsoft Teams channel or team where the ACTIONBRIDGE tab is installed, they can join the linked project automatically.
- Upon opening the tab, the user will be prompted to confirm their display name (if not already registered), and will then be added to the project as a member.
- License availability in the tenant is required for access.
Manually Adding Members (Web or Admin Panel)
- Go to the Project Settings page and open the Members tab.
- Click Add Member and select from users in your Microsoft 365 tenant.
- Assign one of the roles: Admin, Editor, or Viewer.
Roles and Permissions
- Admin: Full control over settings, members, workflows, and tasks.
- Editor: Can create, edit, and comment on tasks.
- Viewer: Can view tasks and comments but cannot make changes.
- Admins can update roles anytime from the Members tab.
Removing Members
- In the Members tab, click the Remove icon next to the user.
- Removed users lose access immediately, but their activity history remains visible.
Tips
- Use Microsoft Teams channel membership to onboard users seamlessly.
- Only users from the same Microsoft 365 tenant with available licenses can be added.
- Keep Viewer roles for external stakeholders or read-only participants.
With automatic and manual member management, ACTIONBRIDGE makes it easy to scale your team securely — while ensuring every user has the right role and context within each project.
Sho Shimoda
Spending more time creating help content than writing code — but only because making things easier is part of the product. Sho bridges engineering with user success, ensuring that every feature is not only powerful but also understandable. With a background in software development, AI integration, and product design, he now focuses on crafting systems where users don’t need to ask for help — but find it when they do.Category
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Sho Shimoda
Spending more time creating help content than writing code — but only because making things easier is part of the product. Sho bridges engineering with user success, ensuring that every feature is not only powerful but also understandable. With a background in software development, AI integration, and product design, he now focuses on crafting systems where users don’t need to ask for help — but find it when they do.
Koki Nin
Managing code, chasing after enhancements — and sometimes chasing bugs that turned out to be features. Koki is at the heart of the product’s technical evolution, turning feedback into fixes, and specs into shippable reality. He thrives where architecture meets iteration, always pushing for cleaner code and smoother experiences.
Yasushi Motoki
Helping users start strong with ACTIONBRIDGE. Yasushi leads the onboarding experience, translating product complexity into clarity. Whether guiding first-time users or supporting enterprise rollouts, he ensures every team gets value from day one — and knows exactly where to go next.