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Tutorial: Configure Meta Work Accounts for automatic user provisioning

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This tutorial describes the steps you need to perform in both Meta Work Accounts and Microsoft Entra ID to configure automatic user provisioning. When configured, Microsoft Entra ID automatically provisions and de-provisions users and groups to Meta Work Accounts using the Microsoft Entra provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

Capabilities supported

  • Create users in Meta Work Accounts
  • Remove users in Meta Work Accounts when they do not require access anymore
  • Keep user attributes synchronized between Microsoft Entra ID and Meta Work Accounts
  • Single sign-on to Meta Work Accounts (recommended)

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

  • A Microsoft Entra tenant
  • A user account in Microsoft Entra ID with permission to configure provisioning (for example, Application Administrator, Cloud Application administrator, Application Owner, or Global Administrator).
  • An admin account in Work Accounts with the permission to change company settings and configure integrations.

Step 1: Plan your provisioning deployment

  1. Learn about how the provisioning service works.
  2. Determine who will be in scope for provisioning.
  3. Determine what data to map between Microsoft Entra ID and Meta Work Accounts.

Add Meta Work Accounts from the Microsoft Entra application gallery to start managing provisioning to Meta Work Accounts. If you have previously setup Meta Work Accounts for SSO, you can use the same application. However it is recommended that you create a separate app when testing out the integration initially. Learn more about adding an application from the gallery here.

Step 3: Define who will be in scope for provisioning

The Microsoft Entra provisioning service allows you to scope who will be provisioned based on assignment to the application and or based on attributes of the user / group. If you choose to scope who will be provisioned to your app based on assignment, you can use the following steps to assign users and groups to the application. If you choose to scope who will be provisioned based solely on attributes of the user or group, you can use a scoping filter as described here.

  • Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an attribute based scoping filter.

  • If you need additional roles, you can update the application manifest to add new roles.

Step 4: Configure automatic user provisioning to Meta Work Accounts

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in TestApp based on user and/or group assignments in Microsoft Entra ID.

To configure automatic user provisioning for Meta Work Accounts in Microsoft Entra ID:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications

  3. In the applications list, select Meta Work Accounts.

  4. Select the Provisioning tab.

  5. Set the Provisioning Mode to Automatic.

  6. Under the Admin Credentials section, click on Authorize. You will be redirected to Meta Work Accounts's authorization page. Input your Meta Work Accounts username and click on the Continue button. Click Test Connection to ensure Microsoft Entra ID can connect to Meta Work Accounts. If the connection fails, ensure your Meta Work Accounts account has Admin permissions and try again.

    Screenshot shows the Meta Work Accounts authorization page.

  7. In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.

  8. Select Save.

  9. Under the Mappings section, select Synchronize Microsoft Entra users to Meta Work Accounts.

  10. Review the user attributes that are synchronized from Microsoft Entra ID to Meta Work Accounts in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in Meta Work Accounts for update operations. If you choose to change the matching target attribute, you will need to ensure that the Meta Work Accounts API supports filtering users based on that attribute. Select the Save button to commit any changes.

    Attribute Type Supported for filtering
    userName String ✓
    externalId String
    active Boolean
    title String
    emails[type eq "work"].value String
    preferredLanguage String
    name.givenName String
    name.familyName String
    name.formatted String
    addresses[type eq "work"].formatted String
    addresses[type eq "work"].streetAddress String
    addresses[type eq "work"].locality String
    addresses[type eq "work"].region String
    addresses[type eq "work"].postalCode String
    addresses[type eq "work"].country String
    phoneNumbers[type eq "work"].value String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:employeeNumber String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:department String

  11. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  12. To enable the Microsoft Entra provisioning service for Meta Work Accounts, change the Provisioning Status to On in the Settings section.

  13. Define the users and/or groups that you would like to provision to Meta Work Accounts by choosing the desired values in Scope in the Settings section.

    Screenshot shows the Scope dropdown in the Settings section.

  14. When you are ready to provision, click Save.

This operation starts the initial synchronization cycle of all users and groups defined in Scope in the Settings section. The initial cycle takes longer to perform than subsequent cycles, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running.

Step 5: Monitor your deployment

Once you've configured provisioning, use the following resources to monitor your deployment:

  • Use the provisioning logs to determine which users have been provisioned successfully or unsuccessfully
  • Check the progress bar to see the status of the provisioning cycle and how close it is to completion
  • If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states here.

More resources

Next steps