> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.lineagecrm.com/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).

# How do I complete my profile?

## Video Walkthrough

${frame}[](https://www.youtube.com/embed/8ief1ObmKuc)

> Set up your profile after signup. It takes about two minutes. Your timezone matters more than you'd think — it controls the times shown on your calendar, your call recordings, and your lead activity dates.

## When you'd do this

Right after signing up, before anything else. Get this done before your first dial so your call timestamps and calendar are correct from the start.

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## Step 1 — Open Settings

In the left sidebar, click **Settings** (the gear icon at the bottom). You'll land on the **General** tab by default.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/f/c/60fca70d990e540/a002-i01-settings-nav_1k19xm3.png)

---

## Step 2 — Fill in your profile information

In the **Profile Information** section, fill in:

* **First Name**
* **Last Name**
* **Phone Number** — your direct contact number, not your dialing number. You'll set dialing numbers up separately in **Settings → Calling**.
* **Email Address** — usually pre-filled from signup.

Optional but recommended: click **Upload New Avatar** to add a photo. It shows up wherever your name appears in the platform.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/f/c/60fca70d990e540/a002-i02-profile-information_1j11y3q.png)

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## Step 3 — Fill in your address information

In the **Address Information** section, fill in:

* **Street Address**
* **City**
* **State** (50-state dropdown)
* **ZIP Code**
* **Timezone** — important; see the next step

Your address is used for tax and billing purposes only. It doesn't affect which leads you see.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/f/c/60fca70d990e540/a002-i03-address-information_d048fd.png)

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## Step 4 — Set your timezone correctly

The **Timezone** dropdown is the single most important field on this page. It controls:

* The displayed time of every call recording
* When your appointments show up on the Calendar
* When Google Calendar syncs events
* The dates shown on your leads ("Date Added", "Last Contact", etc.)

Available options:

* **Eastern Time (ET)** — New York
* **Central Time (CT)** — Chicago
* **Mountain Time (MT)** — Denver
* **Pacific Time (PT)** — Los Angeles
* **Alaska Time (AKT)** — Anchorage
* **Hawaii Time (HT)** — Honolulu
* **Arizona Time (AZ)** — Phoenix

Pick the timezone where you live and work. If you travel, set it to your home base — don't change it every trip.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/f/c/60fca70d990e540/a002-i04-timezone_1ls6qrr.png)

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## Step 5 — Save your changes

Click the **Save Changes** button below the Address Information section. The button only becomes clickable once you've made changes — if it looks greyed out, you don't need to save.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/f/c/60fca70d990e540/a002-i05-save-changes_1ie61ry.png)

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## Optional — Change your password

Below the profile form is a **Change Password** section. Use it if you signed up with a temporary password or want to update it for security.

* Enter your new password in **New Password** (must be at least 8 characters)
* Confirm it in **Confirm New Password**
* Click **Update Password**

Each password field has a **Show** toggle so you can verify what you typed.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/f/c/60fca70d990e540/a002-i06-change-password_z8r263.png)

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## Common issues

**"My calendar events show up at the wrong time."**
Your timezone is wrong. Go back to **Settings → General → Timezone** and fix it. Existing events will adjust automatically.

**"Save Changes is greyed out."**
Either you haven't changed anything yet, or your edits are already saved. Make any edit and the button activates.

**"I can't see the Upload New Avatar button."**
It's at the top-left of the General page, above your avatar circle. Scroll up if you're partway down the page.

If you run into anything else, contact support.

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## What's next

Once your profile is set, you can set up your phone numbers.