> ## Documentation Index
> Fetch the complete documentation index at: https://help.callaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your account

# Setting up your account

![My Profile page showing account settings and timezone.](https://mintcdn.com/callaro-docs/1fJs_sKJdgiwY8nj/images/getting-started/setting-up-your-account.png?fit=max\&auto=format\&n=1fJs_sKJdgiwY8nj\&q=85\&s=efd5bccecdd6800d8b4e0c08d364c3b7)

**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.

![MEDIA: GIF — Open profile, show timezone or password field interaction only if non-destructive in demo.](https://mintcdn.com/callaro-docs/1fJs_sKJdgiwY8nj/images/getting-started/slot-01.gif?s=e7f9b816649d1a424a914f0724caae1a)

**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.

![MEDIA: STATIC — Getting started or dashboard checklist with progress bar.](https://mintcdn.com/callaro-docs/1fJs_sKJdgiwY8nj/images/getting-started/slot-01.png?fit=max\&auto=format\&n=1fJs_sKJdgiwY8nj\&q=85\&s=dcfa67a241abb0ea05f91cdf5f57cd8b)

**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](https://help.callaro.ai/getting-started/inviting-your-team.md).

## 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](https://help.callaro.ai/crm-and-integrations/integrations-in-the-web-app.md).

## Related

* [Inviting your team](https://help.callaro.ai/getting-started/inviting-your-team.md)
* [What Callaro does in the web app](https://help.callaro.ai/getting-started/what-callaro-does.md)
* [Integrations in the web app](https://help.callaro.ai/crm-and-integrations/integrations-in-the-web-app.md)
* [What gets logged in the app](https://help.callaro.ai/crm-and-integrations/what-gets-logged.md)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.