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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 short onboarding flow helps Plutio understand your needs:
- Your business type. You're asked about your occupation or industry so the workspace can be tailored to how you work.
- Team size. Whether you work solo or with a team helps determine the right default setup.
- Current tools. You can indicate which tools you're currently using so Plutio can suggest relevant features.
- Goals. You're asked what you're looking to achieve, such as managing projects, invoicing clients, or booking meetings.
Settings like timezone, currency, and working hours are configured later from Settings once you're inside your workspace.
Creating an additional workspace
One Plutio login can own or belong to many workspaces. If you already have an account and want to create another one, do not sign up again at plutio.com with the same email. The signup will fail with an email already exists error.
There are two correct paths:
1. From inside an existing workspace
- Click the workspace button at the top of the main menu.
- Click + Create workspace.
- Set a name and subdomain, then click Create.
You land in the new workspace as the Owner. It appears in your switcher alongside the workspace you were already in.
Who sees the + Create workspace option in the switcher: Owners, Co-owners, and roles with the create workspace permission. Clients do not see it in the switcher. On a white-labeled workspace, only the Owner or Co-owner sees it.
2. From the direct link (works for everyone)
- Go to https://app.plutio.com/create-workspace.
- Sign in with the same email and password you already use.
- Set a name and subdomain, then click Create.
This path works for any logged-in Plutio account, including clients and anyone whose role hides the switcher option. You become the Owner of the new workspace, and every workspace you belong to still appears in your switcher.
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.
