User Guide
6.4
6.4
  • Rocket.Chat
    • Our Plans
  • Deploy
    • Deploy Rocket.Chat
      • System Requirements
      • Deploy with Docker & Docker Compose
      • Deploy with AWS
      • Deploy with Snaps
      • Updating Rocket.Chat
      • Scaling Rocket.Chat
        • Microservices
        • Running Multiple Instances
        • Automation Tools
          • Ansible
          • OpenShift
          • Vagrant
      • Additional Deployment Methods
        • Deploy with Kubernetes
        • Deploy with Digital Ocean
        • Deploy on Google Compute Engine
        • Deploy with Ubuntu
        • Deploy with CentOS
        • Deploy on Kali
        • Deploy on Debian
        • Deploy on IBM Cloud
        • Deploy on Windows 10
        • Plug-in Deployments
        • Unsupported Methods
          • OpenSUSE Leap 42.2
          • FreeBSD
            • Deploying Rocket.Chat Server Binaries on a FreeBSD system
          • Windows Server
          • Linode
          • Scalingo
          • Cloudron.io
          • Jelastic
          • Aliyun
          • Galaxy
          • Syncloud
          • OpenShift
  • Setup and Configure
    • Environment Configuration
      • Deployment Environment Variables
        • Manage Settings Using Environmental Variables
      • MongoDB Configuration
        • MongoDB URI Authentication
        • MongoDB Backup and Restore
        • Additional MongoDB Driver Options
        • Configure a Replica Set for MongoDB
        • Migrate from Built-In Meteor MongoDB to External Server
        • Migrate from mmap to WiredTiger Storage Engine
        • Supported MongoDB Versions
      • Firewall Configuration
      • Configuring SSL Reverse Proxy
      • Additional Configurations
        • Running in a sub folder with Apache
        • Univention Corporate Server (UCS)
        • Setting Up Client SSL Certificate Authentication for Rocket.Chat
        • Setting up Process Managers and Init Systems
      • Check Node.js Version
    • Installing Client Apps
      • Desktop & Mobile Apps
      • Minimum Requirements for Client Apps
    • Trials
      • Pro Trial
      • Enterprise Trial
    • License Application
    • Accessing Your Workspace
      • Rocket.Chat Setup Wizard
      • Admin Account Creation
      • Basic White-labeling
      • Inviting Users
    • Advanced workspace management
      • Google Translate Integration
      • Database Migration
      • Restoring an Admin User
      • CDN
      • Troubleshooting
      • Client Compatibility Matrix
    • Rocket.Chat Air-gapped Deployment
      • Offline Workspace Registration
      • Offline License
      • Air-gapped workspace Configuration
      • Air-gapped App Installation
    • Roles in Rocket.Chat
  • Use Rocket.Chat
    • User Guides
      • Access your workspace
      • Main Menu
      • User Panel
        • Account
        • Accessibility and appearance
        • Manage Devices
      • Rooms
        • Channels
          • Create a new Channel
          • Edit A Channel
          • Manage Channel Members
          • Search Messages in a Channel
        • Teams
          • Create a new Team
          • Edit a Team
          • Manage Team Members
          • Manage Team Channels
          • Teams Premium Plan
        • Discussions
          • Create a new Discussion
          • Edit A Discussion
          • Search Messages in Discussion
          • Manage Discussion Members
        • Direct Messages
          • Create a new Direct Message
          • Direct Message Actions
        • Threads
          • Create a New Thread
        • Room Roles
      • Messages
        • Message Actions
        • Off-the-record (OTR) Messaging User Guide
      • Notifications
      • Security Bundle
        • Data Loss Prevention User Guide
        • End to End Encryption User Guide
        • Two Factor Authentication User Guide
      • Keyboard Shortcuts
    • Workspace Administration
      • Workspace
      • Subscription
      • Registration
      • Engagement
      • Moderation
      • Federation
      • Rooms
      • Users
        • Guest Users
        • Monthly Active Contacts (MACs)
        • Add users through Identity management and authentication services
      • Invites
      • User Status
      • Permissions
        • Setting's Permission
      • Device Management
      • Email Inboxes
      • Mailer
      • Third-party Login
      • Integrations
        • AppVeyor
        • Azure Alerts
        • BitRocket
        • Dead Simple Screen Sharing
        • EasyRedmine
        • Giphy Integrations
        • GitLab
        • Google Calendar
        • GitHub
        • Graylog
        • Jenkins notifications via Rocket.Chat Marketplace
        • JFrog Xray
        • MicroBadger
        • Microsoft Teams
        • NewRelic
        • Nextcloud and WebDAV integrations
        • Nextcloud Rocket.Chat App
        • Nixstats notification
        • PagerDuty
        • Prometheus
        • Grafana
        • Review Board
        • RunDeck Job Notifications
        • Sentry
        • Simple Telegram Bot
        • TravisCI
        • Uptime Robot
        • Zapier
        • django-rocketchat-auth 1.2
        • Add Jira notifications via webhook
      • Import
        • Import from HipChat
        • Import from Slack
          • SlackBridge
        • Import CSV
      • Reports
      • Sounds
      • Emoji
      • Settings
        • Accounts
          • Custom Fields
        • Analytics
        • Assets
        • Bots
        • CAS
        • Conference Call
        • Custom Emoji Filesystem
        • Custom Sound Filesystem
        • Discussion
        • E2E Encryption
        • Email
          • Edit your Email Content
          • Direct email reply
          • Email configuration
        • Federation
          • Matrix Bridge
            • Matrix Admin Guide
              • Matrix Homeserver Setup
                • Matrix Allow/Block List
              • Matrix Bridge Configuration
            • Matrix User's Guide
              • Create federated rooms
              • Invite external users to your Rocket.Chat server
              • Communicate with a federated user
              • Search and join public channels on the Matrix network
              • Assign roles for users in federated rooms
            • Matrix Bridge FAQs
          • Rocket.Chat Basic Federation
            • Cross-server Federated Channels
        • File Upload
          • Minio
          • Recommendations for File Upload
          • File Upload FAQs
        • General
          • Net Promoter Score (NPS) survey
        • IRC Federation
        • Layout
        • LDAP
        • Logs
        • Message
        • Meta
        • Mobile
        • Omnichannel Admin's Guide
          • Queue Types (Routing Algorithm)
        • OTR
        • Outlook Calendar
        • Premium
        • Push
        • Rate Limiter
        • Retention Policy
        • SAML
        • Page
        • Search
        • Setup Wizard
        • SlackBridge
        • Smarsh
        • SMS
        • Threads
        • Troubleshoot
        • User Data Download
        • Voice Channel
        • Webdav Integration
        • WebRTC
        • OAuth
        • Device Management
    • Authentication
      • Authentication Across Plans
      • LDAP
        • Configure LDAP Connection
        • LDAP User Search
        • LDAP Data Sync Settings
        • LDAP Premium Settings
        • LDAP Setup
      • SAML
        • SAML Configuration
        • Active Directory Federation Services
        • Keycloak
      • OAuth
        • Facebook OAuth Setup
        • Google OAuth Setup
        • GitLab OAuth Setup
        • GitHub OAuth Setup
        • LinkedIn OAuth Setup
        • Nextcloud OAuth Setup
        • WordPress OAuth Setup
        • MS Office 365 Custom OAuth Setup
        • Additional OAuth Methods
      • OpenID Connect
        • Keycloak
        • Okta Identity Cloud Service
      • Iframe-based Single Sign-On
    • User Management
      • Custom Roles
      • Device Manager
        • Device Management Settings
      • Message Auditor
        • Audit Edits, Deletions, and Encrypted Communications
        • Audit Logs
    • Omnichannel
      • Current Chats
      • Omnichannel Reports
      • Analytics
      • Real-time Monitoring
      • Managers
      • Agents
      • Departments
      • Custom Fields
      • Livechat Triggers
      • Livechat Widget Installation
      • Livechat Widget Appearance
      • Webhooks
      • Business Hours
      • Monitors
      • Units
      • Canned Responses
        • Canned Responses Omnichannel Manager's Guide
      • Tags
      • SLA Policies
      • Priorities
    • Rocket.Chat Cloud
      • Create your new cloud account
      • Manage your cloud account
        • Custom domain for your Cloud-hosted workspace
        • Profile
        • Organization Settings
        • Workspaces
        • Invoices
        • Payment Methods
        • Security
        • Support
        • Contact Sales
    • Rocket.Chat Voice Channel
      • Getting Started with Voice Channel
      • Voice Channel Admin Guide
        • Configure without previously having a PBX server
          • SIP Extensions
          • Configure asterisk manager interface and users
        • Configure with an active PBX server
          • Associate agents with extensions in Rocket.Chat
      • Voice Channel Technical Specification
      • Voice Channel Agent Guides
        • How to make myself available to accept calls?
        • How to take a call in Rocket.Chat voice channel?
        • How to initiate an outbound call as an agent?
      • Voice Channel FAQs
    • Rocket.Chat Conference Call
      • Conference Call Admin Guide
        • Pexip app
        • Jitsi app
        • BigBlueButton (BBB) app
        • Google Meet app
      • Conference Call User's Guide
      • Omnichannel Video/Audio Call Configuration
    • Rocket.Chat Federation
    • Rocket.Chat Mobile
      • Rooms on Rocket.Chat Mobile
      • Messages and Threads on Mobile
      • Push Notifications
        • Secured Push Notification
        • Push Notifications User Guide
    • Omnichannel Agent's Guides
      • Omnichannel Conversation
      • Omnichannel Queue
      • Omnichannel Contact Center
        • Omnichannel Contact Manager Assignment
      • Email Inboxes
  • Extend Rocket.Chat Capabilities
    • Rocket.Chat Marketplace
      • Rocket.Chat Public Apps Guides
        • Omnichannel Apps
          • SMS
          • Telegram App
            • Telegram Agent's Guide
          • Rasa App
          • Salesforce CRM Integration
            • Salesforce CRM Agent's Guide
          • HubSpot CRM
            • HubSpot CRM Agent's Guide
          • Dialogflow App
            • Upload File To Ongoing Dialogflow Chats
          • Twitter App
            • Twitter App Agent's Guide
          • Facebook App
            • Facebook App Agent's Guide
          • WhatsApp
            • WhatsApp Agent's Guide
          • WhatsApp Sandbox
            • WhatsApp Sandbox Agent's Guide
          • Instagram Direct
            • Instagram Direct Agent's Guide
          • WhatsApp Cloud App
            • Configure Whatsapp Cloud App
            • Using WhatsApp Cloud App
        • Atlassian Apps
          • Jira Server v2.0
          • Bamboo Integration
          • Bitbucket Server
          • Confluence Server
          • Jira Server
        • Pexip App
        • Jitsi app
        • BigBlueButton (BBB) app
        • Google Meet app
        • Trello
          • Using the Trello App
        • Zoom
          • Using the Zoom App
        • Data Loss Prevention (DLP) App
        • Poll
        • Poll Plus
          • Poll Plus Features
        • Microsoft Teams Bridge
          • Using Microsoft Teams Bridge
        • GitHub App
          • Using GitHub App
        • Google Drive
          • Using the Google Drive App
        • Google Calendar
          • Using the Google Calendar App
        • Zapier App
          • Install Zapier App
          • Using Zapier App
        • ChatGPT App
          • Using the ChatGPT App
        • Mod Assist App
          • Using the Mod Assist App
        • ClamAV Integration
      • App Storage Location
    • Integrations
    • Rocket.Chat API
  • Resources
    • Frequently Asked Questions
      • Accessing your workspace FAQs
      • License FAQs
        • Trial FAQ
        • Downgrade behavior
        • Fair use allowance FAQs
      • My Account FAQs
      • Registration
      • Message Privacy
      • Localization
      • Apps FAQs
      • Update FAQs
      • WhatsApp Cloud API FAQs
      • Cloud FAQs
      • Support FAQs
      • Whatsapp Business App FAQs
      • Identity Management FAQ
      • Deployment FAQ
        • Updating Rocket.Chat FAQ
        • Snaps FAQ
      • Federation FAQs
      • Monthly Active Contacts FAQs
      • Omnichannel FAQs
    • Brand and Visual Guidelines
      • Logo
      • Typography
      • Colors
      • Patterns
      • Iconography
      • Photos
      • Brand Usage Examples
      • Media Kit
    • Developer Documentation
    • Glossary
  • Contribute to Rocket.Chat
    • Contributor Code of Conduct
    • How Can I Help?
    • Annual Contribution Programs
  • APPLICABLE TERMS
    • Customer Terms of Service
    • Additional Terms
      • Terms of Use
      • Acceptable Use Policy
      • Service-Specific Terms
        • Master Service Agreement for Professional Services
        • Cloud Services Terms
          • Marketplace and Apps
  • CUSTOMER CENTER
    • Cloud Services Center
      • Rocket.Chat Cloud Hosting Service Level Agreement (SLA)
    • Security Center
      • Security Policy
      • Compliance Resources
      • Security fixes and updates
        • cve-2022-32211
      • End-to-End Encryption Specifications
    • Support Center
      • Premium Support Plans
        • Support Prerequisites and Version Durability
        • Premium Support Channels
        • Our Support Ticket Classification System and SLAs
        • Rocket.Chat Legacy Support
      • Community Resources
    • Legal Center
      • Privacy Policy
        • Subprocessors
        • Privacy Policy Facebook Messenger
        • Privacy Notice for Air-Gapped Workspaces
      • GDPR
        • Data Processing Agreement
      • LGDP
        • Nomeação do Encarregado pelo Tratamento de Dados Pessoais
      • DMCA Policy
      • Accessibility statement
      • Code of Conduct: Services
      • Law Enforcement
        • Guidelines for Law Enforcement
        • Censorship and Harmful Content
        • Server Lookup
      • Historical Agreements and Policy Archive
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On this page
  1. Setup and Configure
  2. Accessing Your Workspace

Rocket.Chat Setup Wizard

PreviousAccessing Your WorkspaceNextAdmin Account Creation

Last updated 1 year ago

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.

After , and follow these steps:

  • Admin Information: The first user to access the workspace is recognized as the workspace administrator. Fill in the required user information to create the admin account.

    • 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. Update the following required information about your organization:

    • Organization name: Your organization name.

    • Organization industry: The industry your organization operates under.

    • Organization size: The size of the organization

    • Country: The country in which your organization is.

    Click Next to proceed to the third step.

  • Register Your Workspace: Add an admin email to register your workspace to or link the workspace to an existing account.

    • Agree to the and

    • Click Register workspace to proceed to the last step.

  • An email with a confirmation link is sent to the admin email you provided. Open the email 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 always update these setup information in Workspace Administration Setup Wizard.

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.

  • The industry that 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.

Apply Trialsor subscribe to any of to access our premium features on your workspace.

As the workspace administrator, refer to Workspace Administration to learn more about managing your workspace. Now that your workspace is set and ready to use, proceed to or . To learn more about using Rocket.Chat, see User Guides.

deploying your workspace
access your workspace
Rocket.Chat Cloud
Rocket.Chat Cloud
Terms
Privacy Policy
Rocket.Chat's premium plan
Add new users
Invite users to your Rocket.Chat workspace