Settings and administration

Settings control how your workspace operates. Manage team members and roles, configure custom fields and statuses, set notification preferences, enable

Activity log

The activity log records who created, updated, deleted, sent, or opened every item in the workspace, with field-level diffs kept for three years.

Archive and trash

Archive hides items from active views without deleting anything. Trash holds deleted items for 30 days before they are permanently removed.

Business settings

Every detail configured here propagates automatically across invoices, proposals, contracts, outgoing emails, and client-facing pages.

Custom fields configuration

Custom fields let you add your own data points to any area. A project can carry a "Client Industry" dropdown, an invoice can store a "PO Number" text...

Custom roles and permissions

Every person in your workspace has a role that controls what they can see and do. Roles are configured in Settings > User roles, and permissions are...

Custom statuses

Custom statuses replace or extend the default status options on projects and conversations. Each status has a name, colour, and position, and automations...

Email digest settings

Email digests summarise workspace activity into a scheduled email, so updates can be reviewed in one message instead of individual notifications...

Email log

The email log tracks every outgoing email from the workspace with recipient, status, send method, and error details, kept for six months.

How to delete a custom field

You can delete custom fields you no longer need from Settings. Steps Go to Settings → Custom fields. Select the field category (e.g.

Invoice, proposal, contract and form settings

Each document type has its own configuration section in Settings, controlling defaults that apply automatically to every new document.

Localization settings

Plutio resolves localization in three layers: workspace defaults, personal preferences, and per-document overrides. Control language, timezone, date and time...

Main menu customisation

The main menu controls which features appear in the main menu for each role. Because visibility is configured per role, different roles see different...

Notification settings

Each team member controls their own notification preferences from Settings → Notifications. Four delivery channels are available: browser, desktop app, mobil...

Per-entity permissions

Role-level permissions define what each team member can access across the workspace, but per-entity permissions narrow that scope further.

SSO (single sign-on)

Single sign-on lets team members and clients log in through your identity provider instead of a separate email and password.

Two-factor authentication (2FA)

What is two-factor authentication? Two-factor authentication (2FA) adds an extra layer of security to your Plutio account.

Users and team management

Team members are managed from Contacts> People, where you can invite people, manage roles, and view every active, pending, and deactivated member in your wor...