# Set up your workspace

> After you verify your email, answer five short questions, then follow the six setup steps to choose a plan, get a number, pay and test it.

Source: https://useline.io/help/getting-started/set-up-your-workspace  
Section: Getting started  
Last updated: 2026-11-05  
Roles: 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**.

1. Select the **Type of account**: **Business**, **Personal**, **Freelancer** or **Sole trader**.
2. 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.
3. Select the **Country of operation**. You can search the list by name.
4. Optional: enter your **Website**. You can type a domain or a full web address. Line keeps only the domain.
5. Select **Continue**.
6. On **What inbox channels do you want to setup?**, select one or more channels, then select **Continue**. To skip, select **I'll decide later**.
7. On **How big is your team?**, select a size, then select **Continue**.
8. On **How did you find us?**, type an answer, then select **Continue**.
9. 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](https://useline.io/help/getting-started/choose-a-number).

For the plans, see [Compare the Starter, Pro and Business plans](https://useline.io/help/billing/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](https://useline.io/help/calls/get-a-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.

## Related articles

- [Create your Line account](https://useline.io/help/getting-started/create-your-account.md): Go to /signup, enter your name, work email and a password, accept the terms, then enter the 6-digit code that Line emails to you.
- [Choose a number during setup](https://useline.io/help/getting-started/choose-a-number.md): In setup, take the UK mobile number that Line picks for you, or search by town or digits, then pay through Stripe to make it live.
- [Compare the Starter, Pro and Business plans](https://useline.io/help/billing/plans.md): Line has three plans. Starter is a number and a team inbox. Pro adds recording, WhatsApp, templates and more agents. Business removes the limits.
- [Forward your existing number to Line](https://useline.io/help/calls/forward-your-existing-number.md): Keep your number and your provider. Divert its calls to your Line number, and Line handles them with the call workflow of that number.