Set up your workspace

Owner, Admin

Workspace setup has two parts. First you answer five questions about your business. Then a setup screen takes you through six steps, from your number to the dashboard.

Before you start

You need the Owner or Admin role. A Member goes straight to the dashboard and does not see setup.
Have a payment card ready. Line takes payment through Stripe before it gives you a number.

Part 1: Tell Line about your business

The first screen is Set up your workspace.

Select the Type of account: Business, Personal, Freelancer or Sole trader.
Enter the Business name. For Personal and Freelancer, the label is Workspace name. Line uses this name in places that customers see, such as your agent's greeting.
Select the Country of operation. You can search the list by name.
Optional: enter your Website. You can type a domain or a full web address. Line keeps only the domain.
Select Continue.
On What inbox channels do you want to setup?, select one or more channels, then select Continue. To skip, select I'll decide later.
On How big is your team?, select a size, then select Continue.
On How did you find us?, type an answer, then select Continue.
On What do you mainly want to use it for?, type an answer, then select Continue to dashboard.

Line then opens the setup screen.

Part 2: Follow the setup steps

The setup screen shows one step at a time. The header shows the step number.

Step	What you do
Number	Choose Get a new phone number or Keep the number you already have.
Plan	Choose Starter, Pro or Business. Use the Monthly and Annual switch to choose how often you pay. Prices exclude VAT.
Activate	Pick your Line number and pay through Stripe. If you keep your own number, you also forward it or start a move to Line.
Test	Call your new number from your own phone, or send a test text to your mobile.
Channels	See the channels that Line covers. You set up web chat, WhatsApp and email later, from the dashboard.
Done	See a checklist of the tasks that are left. Select Open the dashboard.

For the Number and Activate steps, see Choose a number during setup.

For the plans, see Compare the Starter, Pro and Business plans.

Stop and come back later

Select Skip for now to go to the last step. Then select Open the dashboard. Setup is then complete, and you do the remaining tasks from the dashboard. To get a number later, see Get a phone number.

If you close the browser before you select Open the dashboard, the browser keeps your choices. Line opens the setup screen again the next time you open the dashboard.

If you leave during payment, Line does not charge you. You return to the Activate step.

Common problems

I am a Member and I do not see setup. Only an Owner or Admin can set up the workspace. Ask the person who created the workspace.

The setup screen says it is setting up the number. Payment is complete and Line is getting the number. This usually takes less than 30 seconds. You can leave the page. The number still finishes.

I closed the Stripe page by mistake. You return to the Activate step. Nothing is charged. Select the number again to open checkout again.