Help Center / Getting started /
Setting up your workspace
This page walks you through every step you should take after signing up, in the recommended order. Each step is brief and links to its dedicated page for full details.
Adding your business details
- Click the gear icon at the bottom of the main menu to open Settings.
- Under Workspace, click General.
- Enter your workspace name. This appears on client-facing documents (invoices, proposals, contracts), outgoing emails, and the login page.
- Set your subdomain. This is the URL your team and clients use to access your workspace (e.g.,
yourname.plutio.com). - Scroll to Contact details and add your email address, phone number, and business address. These appear on invoice headers and other outgoing documents.
- Scroll to Additional details if you need to add a tax ID, VAT number, or registration number. These are workspace-level custom fields.
Uploading your logo
- Go to Settings > Branding (under Customization).
- Upload your logos. You can set separate logos for light backgrounds, dark backgrounds, a square version, and a public-facing version.
- Adjust the logo size if needed.
Your logo appears on invoices, proposals, contracts, the login page, outgoing emails, and the public wiki.
Setting your brand colours
- Still on the Branding page, scroll to Workspace color palette.
- Set your colours for the default theme. These affect the main menu, buttons, links, and public pages.
- Switch to the dark theme tab (moon icon) and set a separate colour palette for dark mode.
Configuring working hours
- Go to Settings > General (under Workspace).
- Scroll to the Working hours section.
- Set your default working hours for each day of the week.
Working hours control when your schedulers show availability. Clients can only book slots within these hours. Individual team members can override the default with their own schedule in their personal Availability settings.
Choosing your localisation
- Go to Settings > Localisation (under Customization).
- Under Workspace localisation, set your timezone, default currency, date format, and number format.
The workspace timezone applies to due dates, automation timing, and scheduled actions. The default currency pre-fills on new invoices and proposals. Individual team members can override these with their own preferences in their personal localisation settings.
Enabling and disabling features
Each feature has an on/off toggle at the top of its own settings page. For example:
- Go to Settings > Forms (under Features) to find the forms toggle.
- Go to Settings > Wiki (under Features) to find the wiki toggle (off by default).
When you disable a feature, it disappears from the main menu and is hidden across the workspace. Features you can toggle: inbox, time tracking, proposals, financials, contracts, schedulers, forms, wiki, automations, and AI.
Inviting your team
- Go to the Contacts page from the main menu.
- Click the + button to create a new contact.
- Enter their name and email address.
- Choose a role (Owner, Team, or a custom role you've created).
- Send the invitation. They'll receive an email with a link to join your workspace.
Creating user roles and permissions
- Go to Settings > User roles (under Customization).
- Click Create role to add a new custom role.
- Name the role (e.g., "Project Manager", "Bookkeeper", "Designer").
- Configure the permissions matrix. Each feature area has view, create, edit, and delete toggles.
Permissions are set per role, not per person. Everyone with the same role sees and does the same things.
Adding custom fields
- Go to Settings > Custom fields (under Customization).
- Click Create field.
- Choose which type of item the field applies to (task, project, contact, company, invoice, subscription, proposal, contract, form, scheduler, conversation, file, transaction, or workspace).
- Choose the field type (text, number, currency, date, dropdown, checkbox, rating, and more).
- Name the field and save.
Custom fields appear on forms, in table and list views as columns, in filters, and as grouping options.
Connecting payment processors
- Go to Settings > Integrations (under Connections).
- Under Workspace integrations, connect the payment processors you want to accept payments through:
- Stripe - card and ACH payments on invoices, forms, and scheduler bookings.
- PayPal - PayPal payments on invoices, forms, and scheduler bookings.
- Square - Square payments on invoices, forms, and scheduler bookings.
- For bank transfer, go to Settings > Financials (under Features) and add your bank details. These appear on invoices so clients can pay manually.
Connecting your email and calendar
- To connect your email inbox (Gmail, Outlook, or IMAP/SMTP), go to Settings > Inbox (under Features) and add an email account.
- To connect your calendar (Google Calendar or Outlook), go to Settings > Calendar (under Features) and connect your calendar account. You can also connect from Settings > Integrations under Personal integrations.
Connected email accounts appear in your Inbox. Connected calendars sync events both ways with your workspace Calendar.
Setting up your custom domain
- Go to Settings > Branding (under Customization).
- Scroll to the Custom domain section.
- Enter the domain you want to use (e.g.,
app.yourdomain.com). One domain per workspace. - Follow the DNS instructions to add a CNAME record with your domain registrar.
- Wait for verification to complete. DNS changes can take up to 48 hours to propagate.
Once verified, your workspace, all public links (invoices, proposals, contracts, forms, schedulers), and the login page run on your domain.
Activating Plutio Pal
- Press
Pon your keyboard, or click Plutio Pal in the main menu. - Agree to the Pal terms when prompted.
- Wait for the initial backfill to complete. Pal embeds your workspace data so it can understand your projects, contacts, and documents. This runs in the background and takes a few minutes.
Once active, Pal can create and edit tasks, events, invoices, and contracts; send messages; log time; search your workspace; and answer questions about your data.
