Work Accounts and Portal for Business

Work Accounts gives you access to Facebook business products with your work email address, rather than your personal Facebook account.

We are currently trialling Work Accounts on Portal.

The Work Accounts website is work.facebook.com.

Below, we explain how to:

  • Set up Work Accounts for your organization
  • Manage Portal on Work Accounts
  • Use Portal for Business

We also address known issues and show you how to contact support if needed.

Note: This page is for IT admins and people who are responsible for configuring and managing their organization’s Portal for Business devices. For further Portal device support go to portal.facebook.com/help.

Getting Started with Work Accounts

How do I set up Work Accounts for my organization?

Work Accounts gives you access to Facebook business products with a login that’s separate to your personal Facebook account.

To set up Work Accounts for your organization:

  1. Go to work.facebook.com/signup/landing/portal.
  2. Enter your work email address and then click Continue. This will send an activation code to your work email address.
  3. Enter your activation code and then click Continue.
  4. Create a password.
  5. Click Create Account.
How do I change my organization’s name and logo on Work Accounts?
  1. Log into work.facebook.com.
  2. Click Manage Organization Information.
  3. To change your organization’s name, click next to Organization name. Write the name of your organization, and click Save.
  4. To change your organization’s logo, click next to Organization logo. Then, upload a photo.
    • The image you upload needs to be 495 x 234 pixels or larger.
How do I verify my organization’s domain on Work Accounts?

Verifying a domain proves that you own it. It prevents anyone else from using your domain on Work Accounts, and allows you to enable single sign-on (SSO) so people can log into Work Accounts with your organization’s credentials.

When you verify your company’s domain, you can create work accounts for people who have an email address from that domain.

To verify your organization’s domain on Work Accounts:

  1. Log into work.facebook.com
  2. Click Manage Security.
  3. Click Domain Verification in the left menu.
  4. Click Add Domain. Read the information that appears, and click OK.
  5. Type your domain name and click Add Domain. This allow lists your domain.
  6. In Domain Verification, click Verify next to the domain you have added.
  7. Select one of the three available options to verify your domain:
    • Email verification (Immediate): You’ll need access to an administrative email, such as admin@(domain name).
    • HTML file upload (Immediate): You’ll need access to your website’s root folder.
    • DNS TXT record (Up to 72 Hours): You’ll need to sign into your domain name provider.
  8. Complete the on-screen instructions for the option you choose.

If you need to verify multiple domains, you will need to follow the instructions above for each individual domain.

Note: Ensure you are allowing emails from Work Accounts.

How do I enable single sign-on (SSO) for my organization on Work Accounts?

You can allow people to access their work account with single sign-on (SSO) by integrating Work Accounts with an identity provider (IdP) that manages user authentication.

This means users can sign into Work Accounts using the same SSO credentials they use with other systems.

You need to verify your organization’s domain on Work Accounts before you can enable SSO.

To enable SSO for your organization:

  1. Log into work.facebook.com
  2. Click Manage Security.
  3. Click Single Sign-On in the left menu.
  4. In the Login section, click to check the box next to Single sign-on (SSO).
  5. In the SSO Providers section, click Add new SSO Provider.
  6. Enter the values from your IdP into the fields listed:
    • Name of the SSO Provider
    • SAML URL
    • SAML Issuer URL
    • (Optional) SAML Logout URL
    • SAML Certificate
  7. Click Test SSO.
    • A popup window will appear with your IdP login page. Enter your credentials as normal to authenticate. Ensure the email address being returned back from your IdP is the same as the work account you’re logged in with.
  8. Once the test has been completed successfully, click Save Changes.

By default, new users will log into their work account with a password. To make SSO the default option:

  1. Log into work.facebook.com
  2. Click Manage Security.
  3. Click Single Sign-On in the left menu.
  4. Select Password under Default for new users in the Log in section.

All users using Workplace will now be presented with your IdP login page for authentication.

How do I add people to Work Accounts?

You can manually add people to Work Accounts by following on-screen instructions, or by downloading and reuploading a CSV or XLSX file.

To add people to Work Accounts directly:

  1. Log into work.facebook.com
  2. Click Manage People on the Work Accounts homepage.
  3. Click Directory in the left menu.
  4. Click Add People.
  5. Select either Create an Account or Create Multiple Accounts, depending on whether you want to add one or several people.
  6. Enter the emails and names of the person or people you want to add.
  7. Click Add People.

To add people by CSV or XLSX import:

  1. Log into work.facebook.com
  2. Click Manage People on the Work Accounts homepage.
  3. Click Directory in the left menu.
  4. Click Add People.
  5. Click Import a CSV or XLSX.
  6. Click Download Template.
  7. Enter relevant information for all the people you want to add and save the document.
  8. On Work Accounts, click Import File and select your saved file.
  9. Set the language for these work accounts.
  10. You will be taken to a page to check your entries. If needed, you can edit information or delete users. When you have checked that everything is accurate, click Create Accounts.

Accounts will now be created, and will be shown in Directory when completed. You may need to wait a couple of minutes and refresh the page to see the accounts.

How do I manage a person’s work account?

To take action on a person’s work account:

  1. Log into work.facebook.com
  2. Click Manage People.
  3. Click Directory in the left menu.
  4. Find the person whose account you’re looking for. You can use Add Filter to speed up this search.
  5. Click to the right of the person’s account details.
  6. The options for all accounts are:
    • Edit Person’s Details: This lets you edit profile details.
    • Deactivate Account: This deactivates the account, which logs the person out and prevents signing in again.
    • Log out of everywhere: This logs out the person from their work account on all devices. The person will be prompted to log in before being able to continue using their work account.
    • Force Password Reset: The person will be prompted to reset their password before being able to continue using their work account.

There is also another option that depends on the person’s account status. If an account is activated, you can Set account status to created. If an account is added, you can Generate link to activate account.

How do I create a custom admin role on Work Accounts?

A system admin has access to all admin rights on Work Accounts, including:

  • Assigning admin roles
  • Adding and removing email domains
  • Changing company settings and configuring integrations
  • Adding and deactivating accounts
  • Managing all the Portal devices for your organization

If you want to create an admin role that has some but not all of these rights, you need to create a custom admin role.

To create a custom admin role:

  1. Log into work.facebook.com
  2. Click Manage People.
  3. Click Admin Roles in the left menu.
  4. Click New Role.
  5. Enter a role name. Then, select which admin rights you want to be assigned to this role.
    • Keep in mind that only system admins can have permissions to assign admin roles to other people.
  6. Click Create Role.
How do I assign an admin role to someone on Work Accounts?

You need to be a system admin to assign an admin role to someone else on Work Accounts.

To assign an admin role:

  1. Log into work.facebook.com
  2. Click Manage People.
  3. Click Directory in the left menu.
  4. Find the person whose account you’re looking for. You can use Add Filter to speed up this search.
  5. Click to the right of the person’s account details.
  6. Click Edit Person’s Details.
  7. Click Change Role in the Profile Information section.
  8. In the left menu, select the admin role you wish to assign to the person.
  9. Click Save.

Using Portal for Business

How do I set up my Portal using Portal for Business?

To turn on your device:

  1. Place your Portal on a stable flat surface, like a tabletop or counter. Do not place your Portal near areas where it might get wet, sources of heat, or where it may be tipped over easily. (example: near sinks, showers, pools, stoves, ovens, or radiators.)
  2. Plug the power cord into the back of your device.
  3. Make sure the included power cord is fully plugged into your Portal before plugging it into an appropriate outlet. Please review our health and safety guidelines for more information.
  4. Leave at least 2 feet between your Portal and any walls for best call quality.

Your device will power on automatically. To turn the camera off, you can slide the camera cover over it. Or you can press the camera and microphone off button at the top of the device.

To set up your profile:

When using Portal for work purposes, connect your Work Account using the Portal for Business account option.

After you set up your device, you can add additional accounts including Workplace, Facebook, and WhatsApp in settings.

Once your Portal is plugged in, follow the on-screen instructions to begin setup. If your Portal is already set up, please factory reset the device.

If you are visually impaired and need assistance setting up your Portal, you can activate TalkBack by placing two fingers on the screen and holding it down.

  1. Follow the on-screen instructions to do things like connecting to Wi-Fi. If you have trouble connecting to wifi try these troubleshooting steps.
  2. When you get to the Connect your account screen, tap Portal for Business (Beta), then tap Continue. Do not add Workplace, WhatsApp or Facebook accounts to your Portal until you’ve completed setup.
  3. From your computer, go to work.facebook.com/device.
    • Note: Do not use workplace.com/device or facebook.com/device as those are not supported to sign up for Portal for Business.
  4. Type in your work email address and click Continue.
  5. Enter your activation code and click Continue.
  6. Create a password and click Create Account.
  7. Enter the code from your Portal into the browser on your computer and click Connect Your Account.

Once you have finished connecting an account, follow the remaining on-screen instructions to complete the setup. Once completes, you can do things like:

How do I use calling and calendar apps?

You can make work calls on Portal through apps like Zoom, Webex, GoToMeeting and BlueJeans and manage your meetings using Calendar App.

Learn how to get started with these features:

Keep in mind that if Portal for Business is the only account connected to your Portal, some apps and features like Contacts and StoryTime will not be available. If you would like to use these apps and features, add another account to your profile.

Managing Portal Devices

How do I add a Portal Device Manager administrator on Work Accounts?

To give someone permission to manage all the Portal devices for your organization on Work Accounts:

  1. Log into work.facebook.com.
  2. Click Manage People.
  3. Click Directory in the left menu.
  4. Click to the right of the person’s account.
  5. Click Edit Person’s Details.
  6. Click Change Role in the Profile Information section.
  7. From here you can either:
    • Update the person’s role to System Admin. This gives the person access to all admin permissions.
    • Assign the person a custom admin role. If you don’t know how to do this, see the question above: How do I create a custom admin role on Work Accounts?
  8. Click Save.
How do I use the Portal Device Manager?

If you are a Portal Device Manager administrator, then you can add and manage Portal devices for your organization. When people set up their Portals for work, device data will populate in Portal Device Manager in your work account.

To take action on a Portal device you manage:

  1. Log into work.facebook.com.
  2. Click Manage Devices next to Portal Device Manager.
  3. Select All Portal Devices in the left menu.
  4. Navigate to the Devices tab.
  5. Click next to the Portal device you want to take action on.
  6. You will see a list of options:
    • See details: See all device details.
    • Edit device name: Change the device name.
    • Lock screen: This locks the device’s screen remotely.
    • Reboot: This reboots the device remotely.
    • Factory reset: This factory resets the device remotely.
    • Stop managing device: This removes the device from Portal Device Manager. It also removes your organization’s ability to control the device’s settings.
    • Permanently deactivate: This deactivates the device and makes it unusable for future use. The device can never be used again by anyone after selecting this option.

You can also set the timezone for all Portal devices. To do this:

  1. Log into work.facebook.com.
  2. Click Manage Devices next to Portal Device Manager.
  3. Select All Portal Devices in the left menu.
  4. Navigate to the Global settings tab.
  5. Click Edit next to Date and time.
  6. You have three options:
    • Choose Auto, which sets the time on each Portal device from its internet connection.
    • Choose a specific region, which will determine the time on all Portal devices.
    • Click to check the box next to Auto time. You will then need to enter a URL for the NTP server.

Contact Support

To contact customer support, submit a request.


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Last updated October 19, 2021
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