Setting Up Your Account

A clean account setup gives every later campaign a stronger starting point. When your workspace details, timezone, integrations, and owners are right from the beginning, your team spends less time fixing avoidable issues during launch week.

This article is for the person setting up Callaro at the workspace level. In most organizations, that is Sales Ops, RevOps, or the business owner.

Before you start

  • Use an owner or admin login so you can update workspace-wide settings.
  • Confirm your company name, default business timezone, and billing owner.
  • Decide which system should receive call outcomes first, usually your CRM.
  • Have one test user ready so you can validate access before inviting the full team.

Who should own this

  1. The workspace owner should complete billing, company details, and security-sensitive settings.
  2. Sales Ops or RevOps should confirm timezones, defaults, and launch-readiness settings.
  3. Your CRM admin should validate integrations, permissions, and field ownership.

Set up your workspace

  1. Sign in with your owner or admin account and open workspace or account settings.
  2. Add your company name, business contact details, and any labels your team will recognize later in reporting.
  3. Set the default timezone for the workspace. Use the timezone that should anchor most schedules and default reporting.
  4. Review billing and usage settings so the right person receives invoices and usage visibility.
  5. Connect your CRM or calendar if you already know where outcomes, notes, or booked meetings should appear.
  6. Create or confirm one internal test user so you can validate permissions before broader rollout.
  7. Save your settings and run one quick internal check before inviting the full team.

What the important settings mean

  1. Company name and workspace details: These show up in admin workflows and help prevent confusion if your team manages more than one business unit.
  2. Default timezone: This influences how operators interpret schedules and reports. It should support your normal operating view, not just one temporary campaign.
  3. Billing owner: This ensures invoices, usage changes, and renewal decisions reach the right person quickly.
  4. CRM or calendar connection: This determines where post-call activity lives. Start with the system your sales team already uses every day.
  5. Test user access: This gives you a safe way to confirm permissions, data visibility, and handoff behavior before launch.

What good looks like

  • Your team knows which timezone is the workspace default and why.
  • CRM logging or calendar handoff is connected before the first live campaign.
  • Billing and admin ownership are clear, with a backup person identified.
  • A test user can sign in and confirm the expected access level.

Common mistakes and troubleshooting

  1. If you are unsure which timezone to choose, use the timezone your team will use most often for scheduling and reporting reviews.
  2. If you are unsure which CRM to connect first, pick the system where reps already manage daily follow-up.
  3. If settings look correct but downstream logging fails, review integration permissions before changing campaign-level setup.
  4. If different teams want different defaults, document the workspace standard and handle exceptions at the campaign level where possible.

Final checklist

  • Company and workspace details are complete.
  • Default timezone is set intentionally.
  • Billing ownership is assigned.
  • The primary CRM or calendar integration is connected or planned.
  • At least one test user has validated access successfully.

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