> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/porter-for-managers/getting-started.md).
# Set up your Porter workspace
Set up your workspace and get your team ready to use Porter.
Workspace setup begins in the Porter web app. The workspace owner creates the Porter account, enters the business information, chooses which types of conversations to capture, and invites the people who will use the workspace.
You can choose to capture **in-person conversations**, **phone conversations**, or both. In-person conversations are recorded by team members using the Porter mobile app, while phone conversations are set up and managed from the web app.
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## **Create your account**
1. Go to [**Porter**](https://app.runporter.com/), and click **Get started.**
2. Enter your **First name, Last name, Email,** and **Phone number**.
3. Check your email for the verification code and enter it to verify your email address.
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## **Tell us about your business**
After verifying your email, enter your **Company name** and **Company website**.
Your company name is required. Adding your company website is recommended.
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## **Choose what you want to capture**
Next, select the types of customer conversations you want to capture with Porter:
**In person conversations** — In-person visits, walk-ins, and in-home sales. Team members record these conversations using their phones.
**Phone conversations** — Inbound and outbound calls using your existing phone system or a new Porter business number.
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## **Invite your team**
You can invite team members to your workspace during setup by entering their:
* **Name**
* **Email address**
* **User role** — Manager, Team member, or View only
To invite another team member, click **Add another**.
If you're not ready to invite anyone yet, select **Skip for now**. You can invite team members later.
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## **Set up your conversations**
The next steps depend on what you selected under [**Choose what you want to capture**](#choose-what-you-want-to-capture).
### **In-person conversations**
If you selected **In person conversations**, you'll be taken to the [**Dashboard**](/docs/porter-for-managers/dashboard.md) after completing the initial setup.
People you invite as team members will receive an invitation to create their Porter account. Once they accept the invitation and create their account, they can install the Porter mobile app, sign in, and start recording in-person conversations.
### **Phone conversations**
If you selected **Phone conversations**, Porter takes you to the **Call assistant** setup, where you can configure a new Porter business number.
If you want to use your existing phone system, such as **Quo** or **RingCentral**, click **Cancel** in the upper-right corner to skip the Porter business number setup.
You can also skip the phone setup entirely and add a Porter business number later from [**Settings → Phone numbers**](/docs/settings/phone-numbers.md).
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## **You're ready to use Porter**
Once setup is complete, your workspace is ready to use.
Use the web app to manage your workspace, review conversations and coaching insights, invite team members, and configure phone conversations. Team members can use the Porter mobile app to record in-person customer conversations.
