Setting up your account
What the static image should show: The My Profile page: email, optional display name, roles, timezone controls. No secrets in screenshot.
Source of truth: In-product labels and the Callaro web app. There is no single page titled “Workspace settings” in the app shell; account-level tasks are split across Profile, Getting started, Billing / Usage, and Users (for admins).
1) Personal profile
- Where: Admin (or your shell placement) — My Profile / Profile as labeled in your build
- Page title: “My Profile” — Manage your account settings and password.
- You can view email, display name (if set), roles, and password / security actions via the form. Timezone is managed here in line with the app’s timezone behavior used elsewhere.
What the GIF should show: A safe interaction (e.g. opening the password change flow and closing) without exposing real tokens.
2) Workspace (tenant) context
- If you belong to more than one workspace, use the tenant switcher in the shell header. Many API-backed pages send requests scoped to the current tenant (cookie / context).
- There is no separate “company profile” form documented here because it is not exposed as a single route in the reviewed shell; if your deployment adds a tenant settings page, document it from that screen when present.
3) Onboarding
- Where: the Getting started page, and the Getting started card on the Dashboard
- The checklist loads from the backend; steps auto-complete when the system detects completion. Dismissal is available when required steps are done.
What the static image should show: Progress (X of Y steps) and a visible View checklist region.
4) Team and access
- Users — under Admin when your user may manage users
- Invite user flow uses the dialog: “Send an invitation email to add a new user to this tenant” with roles Tenant Admin, Tenant Operator (default), Tenant Viewer — see Inviting your team.
5) Billing and usage (tenant admin)
- Billing — Billing in the app
- Usage — Usage in the app
- Invoices — Invoices in the app
6) API and phone connectivity (not “CRM connect”)
- API keys — Admin → API keys (for Public API use)
- Phone numbers — Connectivity → Phone numbers
- Telephony — Connectivity → Telephony
For a map of all integration-related surfaces, see Integrations in the web app.