> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Setting up your profile after an invitation

When an Admin invites you to a Katalyz workspace, they only enter your email address. The first time you log in, a short wizard asks you for the rest — your name, your job title, your booking link — and offers to connect your inbox and CRM. It takes about a minute, and everything can be changed later in **Settings**.

## Before the wizard

You receive an invitation email with a magic link. Click it — no password to create. See [Logging in with a magic link](https://katalyz.crisp.help/en/article/logging-in-with-a-magic-link-1h7ta5n/) if the link has expired.

## The wizard, screen by screen

### 1. Welcome

**You're invited to {your company}** — *"You've been added to the {company} workspace as you@company.com. Let's set up your profile so your buyers know who they're talking to."* Click **Get started** (*Takes about a minute.*).

### 2. Tell us about you — Step 1 of 2

*"This appears on every dealroom you share."* Fill in:

| Field | Required | Where buyers see it |
|---|---|---|
| **First name** | Yes | Your contact card, comments, invitations you send |
| **Last name** | Yes | Same |
| **Position** | No | Under your name on contact cards (e.g. *Account Executive*) |
| **Phone number** | No | Contact card — pick the country code, then type the number |
| **LinkedIn** | No | A LinkedIn button on your contact card |
| **Booking link** | No | A **Book** button on your contact card (Cal.com, Calendly, HubSpot Meetings…) |

**Continue** is enabled once first and last name are filled. **Back** returns to the welcome screen.

!["Tell us about you" screen with the six profile fields and the Step 1 of 2 progress bar](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/onboarding-wizard_je2doi.png)

### 3. Connect your tools — Step 2 of 2

*"Sync your inbox and CRM so meetings and contacts stay up to date. You can always do this later in settings."* Two rows, matching whatever your workspace uses:

- **Google email & calendar** (or **Microsoft email & calendar**) — *Track opens, sync meetings and send from your address.*
- **HubSpot** (or **Salesforce**) — *Keep deals and contacts in sync with your CRM.*

Click **Connect** on a row to authorize it; it turns to **Connected**. A counter tracks progress — **0 / 2** (*Recommended — connecting both keeps your meetings and contacts up to date automatically.*), **1 / 2** (a nudge to add the other one), then *Inbox and CRM connected — you're fully set up.*

The action button adapts: with nothing connected it reads **Skip for now**; once you've connected at least one tool it becomes **Start using {company}**.

!["Connect your tools" screen with the email row Connected and the CRM row still showing Connect](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/onboarding-connect-tools_1gcqeal.png)

### 4. Done

A quick **Welcome aboard, {first name}** and Katalyz opens on your Home page.

## What connecting your tools gives you

- **Email & calendar** — your meetings appear on Home and on the Meetings page, the [Meeting widget](https://katalyz.crisp.help/en/article/meeting-widget-1dahrv9/) can pull your calendar events into rooms, and invitations you send go out from your own address (see [Notification sender email](https://katalyz.crisp.help/en/article/notification-sender-email-domain-per-user-setup-w47mjv/)).
- **CRM** — rooms link to your deals and contacts, and mapped fields stay in sync (see [CRM field mapping](https://katalyz.crisp.help/en/article/crm-field-mapping-sync-hubspot-salesforce-fzz4c/)).

If you skipped, both connections are available any time from **Settings → Account → Profile** (**Sign in with Google / Microsoft**, **Sign in with HubSpot / Salesforce**). The buttons only appear once an Admin has enabled the integration for the workspace.

## The "Get started" checklist

After the wizard, the left sidebar shows a **Get started** card with a progress ring — **N of M done**. Click it to expand the list; it groups what's left:

| Group | Items |
|---|---|
| **Profile** | Complete your profile · Add a profile photo · Add your booking link |
| **Integrations** | Sign in with Google / Microsoft (*Connect your email & calendar*) · Sign in with HubSpot / Salesforce (*Sync your deals & contacts*) |
| **First room** | Create your first room · Invite a teammate to the room · Add an external participant · Add a recording to a room |
| **Org setup** (Admins only) | Enable email & calendar integration · Enable CRM · Enable a meeting recorder · Customize org branding · Create your first org template · Invite teammates to Katalyz |

Items tick off automatically as you do them; clicking one takes you to the right place.

![expanded "Get started" checklist in the sidebar with a few items done](https://storage.crisp.chat/users/helpdesk/website/-/5/5/4/8/554891f22af0b400/sidebar-get-started-expanded_1kzu52a.png)

### Warnings in the checklist

The same card surfaces things that need attention, above the to-do groups:

| Warning | Meaning |
|---|---|
| **Reconnect your email & calendar** | *Sign in again to keep syncing* — the Google/Microsoft authorization expired |
| **Reconnect your CRM** | *Sign in again to keep deals in sync* |
| **CRM sync failed** | *Last attempt couldn't reach your CRM* |
| **Trial ends in 3 days** | *Add a payment method to continue* (Admins) |
| **Seat limit reached** | *Upgrade to add more teammates* (Admins) |
| **Upgrade Salesforce package** | *Ask your admin to enable custom fields* |
| **Stale invites** | *Some invites are over 7 days old* (Admins) — resend them from Settings → Members |

## Tips

- **Add the booking link.** It's the single profile field that most directly turns a room visit into a meeting — buyers get a **Book** button on your card.
- **Connect your calendar before your first call**, so the notetaker (if your workspace uses one) and the Meeting widget have something to work with.
- **Upload a photo** from Settings → Profile. Rooms look noticeably more human with faces on the team cards.

## Related articles
- [Logging in with a magic link](https://katalyz.crisp.help/en/article/logging-in-with-a-magic-link-1h7ta5n/)
- [Your Home page and AI assistant](https://katalyz.crisp.help/en/article/your-home-page-and-ai-assistant-poa796/)
- [Connecting your email](https://katalyz.crisp.help/en/article/connecting-your-email-2xk90j/)
- [Inviting a new member](https://katalyz.crisp.help/en/article/inviting-a-new-member-udxf65/)