Rocket.Chat Setup Wizard

In the digital age, effective communication is the key to success for any team. Rocket.Chat offers a platform that fosters collaboration and productivity. This guide will walk you through the process of setting up and configuring your Rocket.Chat workspace using the setup wizard. By the end of this guide, you'll be well-equipped to create, access, and manage your workspace effectively.

You can access Rocket.Chat in two ways:

1. Adding Rocket.Chat server to Desktop Client: Once you've successfully installed the Rocket.Chat Desktop Client, initiate the application. Input the URL of your server. Proceed by clicking on Connect. If you wish to incorporate additional servers into the Desktop client application, click on the plus symbol on the navigation menu's left side.

2. Accessing Rocket.Chat via a Web Browser: To access Rocket.Chat through a web browser, navigate to the address bar, and input the URL associated with your Rocket.Chat server.

• Rocket.Chat provides multiple Rocket.Chat Client Apps that can be used for the user interface.

• The URL of your Rocket.Chat server may be a local host or domain server URL, depending on how you deploy your workspace.

Setup Wizard

Rocket.Chat's setup wizard is designed to streamline the process of creating and configuring your workspace. To access your workspace, you'll need to follow these steps:

• Admin Information: Fill in this information as it is needed to create the first user who automatically becomes an administrator of your Rocket.Chat workspace.

  • Full name: Set the first and last name.

  • Username: Specify the admin username.

  • Email: Enter your email.

  • Password: Create a password for the admin user.

  Click Next to continue.

• Organization Information: This involves information about your organization. The required information about your organization includes the following:

  • Organization name: Your organization name.

  • Organization type: The type of organization.

  • Organization industry: The industry your organization operates under.

  • Organization size: The size of the organization

  • Country: The country in which your organization is.

  Click Continue to proceed to the third step.

• Register Your Server: You are asked to register your workspace to the Rocket.Chat Cloud or link the workspace to an existing Rocket.Chat Cloud account.

  • Check the box if you want to receive security updates.

  • Agree to the Terms and Privacy Policy and Register.

  • Open your email inbox and click verify registration to ensure the security codes match.

Once you've completed these steps, your workspace will be set up and ready to use. You can access it by logging in with your admin credentials. You can change the information provided here in Setup Wizard.

With a registered workspace, you have access to benefits like:

• Access to Marketplace apps.
• Omnichannel
• Mobile push notifications.

Information collected for Registered workspaces

When registering your workspace, Rocket.Chat collects the following information about your workspace.

• The workspace Id to help identify the workspace.

• The organization's address.

• Contact name for the workspace.

• Contact email for the workspace.

• The number of seats for the workspace.

• The account name.

• The organization type.

• What industry the organization belongs to.

• The size of the organization.

• The country of the organization.

• Language set for the workspace.

• Website of the organization.

• Site name of the workspace.

• The workspace type.

• The deployment method used for the workspace.

• The deployment platform.

• The version of Rocket.Chat deployed.

Your workspace is ready for use, and you can apply for an Enterprise Edition trial to test out all the features that come with an enterprise workspace.

With your Rocket.Chat workspace setup completed, you can invite users to collaborate with. Learn more about how to use Rocket.Chat following the User Guides.