Complete your profile

Profile completion is the first administrative gate in every workspace. The Organization card on Settings links to Personal, Business information, Billing Details, and Timezone—each opens /user-profile-settings/profile with a tab query. Every user should finish Personal so assignments, mentions, and notifications show the correct name. Owners and Admins must also complete Business information and Billing Details so invoices, tax reporting, and customer-facing identity are accurate. Billing Name and GST/HST Number on the billing tab feed directly into invoice PDFs. This topic summarizes the onboarding slice; field-level guidance lives in Organization profile.

Video

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Who can do this

All users complete Personal; Business information and Billing Details are typically Owner or Admin.

Before you begin

• Access to Settings (/settings)
• Company legal name and billing address if you manage business tabs
• GST/HST or tax ID if your region requires it on invoices
• List of admins who need Business information and Billing Details access
• Timezone decision for the majority of schedulers and campaign senders

What you'll accomplish

• Personal name, email, and phone saved
• Business identity on file for the workspace Owner
• Billing and timezone ready for subscription and integration steps

Step-by-step procedure

1. Open Settings from the sidebar.
2. Under Organization, select Personal (?tab=personal).
3. Enter Full Name, Email, Phone, and optional Department; save.
4. Select Business information (?tab=business). Enter company name, address, website, and industry fields shown; save.
5. Owner: open Billing Details (?tab=billing). Complete Billing Name, billing email, address lines, and GST/HST Number; save.
6. Open Timezone (?tab=timezone). Pick the zone where most users schedule work; save.
7. Owner/Admin: set Currency if the tab is visible.
8. Open Account Settings (?tab=account) and update password on new admin accounts.
9. Refresh once and confirm header shows your name.
10. Continue Set up your workspace from step four onward—subscription and integrations.

Role-specific notes

• Members stop after Personal unless promoted.
• Admins may edit Business information when granted.
• Owners must complete Billing Details before finance-ready invoices.
• Compare header avatar and assignment labels after save to catch stale cache.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |

See also

• Organization profile
• Set up your workspace

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings