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Creating your workspace
Every Plutio workspace is a self-contained environment with its own data, team, and clients. Nothing is shared between workspaces, so each one operates independently with its own settings, branding, and permissions.
How to sign up and create a workspace
- Go to plutio.com and click the sign-up button.
- Enter your email address and password. No credit card is required during sign-up. A free trial is available.
- Choose a workspace name. The workspace name appears in your main menu, emails, and throughout the interface. You can change the name later from Settings.
- Choose a subdomain. The subdomain becomes the URL your team and clients use to log in, formatted as
yourname.plutio.com. You can change the subdomain later from Settings. - Enter your name. Your personal name is used for your user profile within the workspace.
- Complete the sign-up. You'll land on your dashboard, ready to start setting up your workspace.
The setup wizard
Once the account is created, a setup wizard walks through initial configuration:
- Set your business name and logo. These details appear on invoices, proposals, contracts, and outgoing emails.
- Set your timezone. The timezone setting affects scheduling, due dates, and automation timing across your workspace.
- Set your default currency. The currency you pick applies automatically to new invoices and proposals.
- Set your working hours. Working hours define when your scheduler shows availability to clients booking meetings.
Setting these details correctly from the start means every client-facing document looks right without extra editing.
What's included in your workspace
Your workspace includes projects, tasks, invoices, proposals, contracts, forms, a scheduler, time tracking, conversations, a CRM, a wiki, custom pages, and automations. All of these connect to each other, so a signed proposal can automatically generate an invoice and kick off a project with tasks ready to go.
Team members and clients each log in through your subdomain. Team members access features based on their assigned role, and clients only see the projects and entities they've been given access to. With white-label branding enabled, a custom domain replaces the default subdomain, so the login page, interface, and all outgoing emails carry your brand instead of Plutio's.
