The setup wizard creates your admin account, saves your organization details, and registers your workspace with Rocket.Chat Cloud. It opens automatically the first time you open a new self-managed workspace, and it stays open until an admin completes it.
The wizard runs only once. To change your organization details afterward, see the Update Organization Details article.
If your workspace is already registered, the wizard has only two steps, Admin Info and Organization Info, and the registration steps are skipped.
Before you begin
You need:
Your workspace open in a web browser or the desktop app. The mobile app doesn't include the setup wizard. For instructions on opening your workspace, see the Access Your Workspace as Admin article.
An email address you can access. Rocket.Chat Cloud sends a confirmation email to it during registration.
The first person to complete the Admin Info step becomes the workspace admin. Complete the wizard right after deployment, before you share the workspace URL.
Step 1: Enter admin information
On the Admin Info screen, create the admin account:
Full name: Your first and last name.
Username: Use letters, numbers, hyphens, underscores, and periods. You can't use
admin,all, orhere.Email: Your email address. It's also saved as the organization email.
Password: The requirements are shown below the field and must all be met.
Click Next. Rocket.Chat creates the account and signs you in as the admin.
Step 2: Enter organization information
On the Organization Info screen, enter:
Organization name
Organization industry
Organization size
Country
Click Next. If your workspace is already registered, this button says Register instead, and clicking it completes the wizard.
Step 3: Register your workspace
Registration connects your workspace to Rocket.Chat Cloud. It's required for mobile push notifications, marketplace apps, and license updates.
The wizard offers one of two registration methods. If the server can't reach the internet, Register workspace is unavailable and Register offline appears instead.
Register online
In Admin email, enter the email address of your Rocket.Chat Cloud account. If you don't have a Cloud account yet, you're prompted to create one.
Accept the Terms of Service and Privacy Policy.
Click Register workspace.
Continue to Step 4.
Register offline
Use this method for workspaces without internet access, such as air-gapped deployments.
Click Register offline.
Copy the token shown in the wizard.
In a browser with internet access, sign in to Rocket.Chat Cloud, go to Workspaces, and click Register self-managed.
Click Continue offline, and paste the token into the Register offline workspace dialog.
Copy the text that Rocket.Chat Cloud generates.
Back in the wizard, click Next and paste the text into the Registration token field.
Click Complete registration.
The wizard closes and your workspace is ready. You can skip Step 4. For more details about offline workspaces, see the Air-gapped Workspace Registration article.
Step 4: Confirm your registration
The Awaiting confirmation screen shows the email address you entered and a security code.
Open the email from Rocket.Chat Cloud.
Check that the security code in the email matches the one on screen.
Click Verify Registration in the email.
The wizard detects the confirmation, closes, and shows the message "Your workspace is ready to use".
If the email doesn't arrive, click Resend on the Awaiting confirmation screen, or click Change email to use a different address.
Change these details later
To update your organization details after setup, go to Manage > Workspace > Settings > Setup Wizard. For a description of each setting, see the Update Organization Details article.
Next steps
If you bought a premium plan, apply your license. For instructions, see the Manage Subscription and License article.
To re-register your workspace or register it with a token, see the Register Your Workspace article.