Is keeping track of employees draining your time and energy? You’re not alone. For many organizations, maintaining team lists in SharePoint or Microsoft Teams involves endless manual updates, with information going out of date the moment it’s published.
With teams changing constantly as people join, move, or leave projects and departments, there has to be an alternative.
And there is! Cloudwell’s Team Members app automatically keeps team lists in Microsoft 365 accurate and consistent, so you can stop editing spreadsheets and start focusing on the work that matters.
Why Team Members Matters
Brings your people closer together
When teams work in isolation, projects slow down, opportunities slip through the cracks, and effort is wasted.
Team Members changes that. It gives employees instant visibility of the people they’re working with, including who they report to, and who else is part of their wider team. And what’s more, this information is available within the tools employees use every day.
The result? Faster and easier collaboration, and a stronger sense of connection across the business.
Team Members shows the full line-up across departments, with clickable profiles that put phone numbers, emails, and job titles right at your fingertips.
Designed with IT in mind
For IT teams, Team Members eliminates the burden of manually maintaining employee records. It pulls live data from multiple Microsoft 365 sources to create a single, reliable view.
You can choose to display users from SharePoint, Microsoft 365 Groups, or Azure Active Directory, filtering them by department, job role, project, security group, or seniority.
There’s also multiple display options too, so you can reflect your organization’s branding with color and style settings.
The best part? Installation is quick, integration is seamless, and once it’s set up, the app updates itself. Here’s how to get started:
Step 1: Install the App
Find Team Members on Microsoft AppSource.
Approve permissions in SharePoint Admin Center under API Access.
Step 2: Add to Your Workspace
In Teams:
Start by synchronizing your solution with Teams.
You can do this by selecting the app in the SharePoint tenant App Catalog and select the Sync to Teams button in the ribbon on the Files tab.
Confirm that you can see the status message in the top-right corner.
Next, go to the Microsoft Teams side and check the App Catalog status by selecting Apps from the left navigation.
Wait until your tenant-specific apps selection is visible, then confirm that you can see the Team Members app in the Teams app catalog.
In SharePoint:
Go to the page where you want to add the app, then click edit at the top right of the page.
Hover your mouse above or below an existing web part and click the line with a circled + and select Team Members – to make it easier to find you can use the Search box.
As a Teams channel tab:
Select a channel in a team where you want to add the app and click + to add a new tab on the channel.
Once you’ve found the Team Members app, select Add to confirm the tab to be selected.
Select Save to confirm the tab to be installed on the channel.
Step 3: Configure Team Members
To edit settings, you’ll need the right permissions:
For SharePoint, you’ll need SharePoint member or higher permissions.
Start by putting the page into Edit mode, then select the Edit web part icon on the Team Members web part.
For Teams, you’ll need to be a team owner or higher.
Start by opening the Team Members tab dropdown, then click ‘Settings’ and the settings panel will appear on the right.
Data Source Settings
Within the Data Source settings, you’ll have lots of options to choose which users to display e.g.
People – add individuals from Azure AD.
SharePoint groups – display members of site groups.
Microsoft 365 groups/Teams/Security groups – pull members directly from Azure AD.
Departments – list users by their Department property in Azure AD.
Display Settings
Within Display settings, you can customize how users will appear, including:
Persona size – choose card size (XL+ shows departments).
Sort & order – by first name, last name, or manager; ascending/descending.
Page size – set how many users display per page.
Colors – adjust primary, secondary, tertiary, background, and border colours for text and cards.
Your Team Members questions answered
Q: How does Team Members differ from an org chart?
A: Whilst an org chart allows you to explore your organization’s structure (discover more about Cloudwell’s Org Chart app), Team Members focusses on the people you work with day to day, allowing you to view the members of your Microsoft 365 groups, security groups, SharePoint groups, Teams, and Active Directory departments all in one place.
Q: Do I need special permissions to add it?
A: Yes, you’ll need SharePoint admin permissions to approve API access. Once installed, regular members can view and configure settings.
Q: Is the data always up-to-date?
A: Absolutely. Team Members syncs live with Azure AD, so changes to team structure are automatically reflected in the app, with no need for manual updates.
For more detailed installation information, take a look at our Support page.
Are you ready to simplify your teams’ visibility?
With Team Members, you can streamline employee tracking and management, enhancing your existing Microsoft 365 environment.
Start your FREE 15-day trial today and discover how it can transform your organization’s approach to managing team information.