Setup Your Workspace

Prev Next

This guide walks you through setting up and configuring your Rocket.Chat workspace using the Setup Wizard. By the end of this process, you’ll have a registered workspace with an admin account ready to manage users, settings, and integrations.

The Setup Wizard launches automatically the first time you access your deployed Rocket.Chat server. It only appears once and must be completed to start using the workspace.

Step-by-step instructions

1. Admin Information

The first user to access the workspace becomes the admin. Fill in the required fields to create the admin account:

  • Full Name – e.g., Jane Doe

  • Username – e.g., admin

  • Email – e.g., [email protected]

  • Password – Create a secure password

Click Next to continue.

2. Organization Information

Provide basic information about your organization:

  • Organization Name

  • Industry

  • Size

  • Country

Click Next to continue.

3. Register Your Workspace

Registering your workspace connects it to Rocket.Chat Cloud. This enables features like push notifications, licensing, and access to premium services.

  • Enter the admin email address to associate with your workspace

  • Agree to the Terms and Privacy Policy

  • Click Register workspace

To learn more about the types of workspaces, refer to Register Your Workspace guide.

You’ll receive a confirmation email at the admin address provided. Open the email and click Verify Registration to complete the process.

4. Final steps

Once you've completed the setup steps, your Rocket.Chat workspace is fully configured and ready to use. Log in with your admin credentials to start managing your workspace.

You can always revisit and update these settings later by navigating to: Administration > Workspace > Settings > Setup Wizard

Want more from Rocket.Chat?

Start a trial or subscribe to a Premium plan to unlock premium features such as advanced analytics, compliance tools, and more.

Next steps

Once your workspace is registered and ready, you can:

Information collected during workspace registration

When you register your workspace, Rocket.Chat collects the following details to help identify, support, and manage your workspace. This information is required to connect your workspace with Rocket.Chat Cloud services.

Identity & contact details

These fields help uniquely identify your workspace and provide contact points if needed:

  • Workspace ID – A unique identifier for your workspace

  • Account name – Internal name for the account/workspace

  • Contact name – Primary contact person for the workspace

  • Contact email – Email used for communications and license management

Organization details

These help us understand your organization and tailor features or services:

  • Organization address

  • Organization name

  • Organization type – e.g., business, education, nonprofit

  • Industry – The sector your organization operates in

  • Size of the organization – Typically by number of employees

  • Country – Used for region-specific compliance and service

Workspace configuration

These are related to how your workspace is set up:

  • Language – Default language for the workspace

  • Website – Your organization's public website (if applicable)

  • Site name – The internal name displayed in the workspace

  • Workspace type – e.g., community, enterprise

  • Number of seats – Number of users/seats in your plan

Deployment information

These help us support your setup and update experience:

  • Deployment method – e.g., Docker, Snap, Podman

  • Deployment platform – e.g., Ubuntu, Kubernetes, DigitalOcean

  • Rocket.Chat version – Helps ensure compatibility with services and update.

Need more help?

For answers to common questions about setting up and managing your workspace, check out the Rocket.Chat Workspace FAQ.