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FAQ: General
Common questions about workspaces, accounts, and how things are organized.
What is a workspace?
A workspace is your business environment. It holds all your projects, tasks, invoices, clients, conversations, and files in one place. Each workspace has its own subdomain (e.g., yourcompany.plutio.com), its own team members, and its own settings. Think of it as your company's home base. For more details, see Workspace settings.
Can I have multiple workspaces?
Yes. You can create as many workspaces as you need. Each workspace runs independently with its own clients, billing, and data. You use the same email to sign in, and you switch between them from the workspace button at the top of the main menu (or from your account menu on mobile). See Switching between workspaces and Creating your workspace for the full flow.
What's the difference between a team member and a client?
A team member is someone who works with you. They can access internal tools, manage projects, send invoices, and collaborate on tasks. A client is someone you do work for. Clients get a limited view where they can see shared projects, approve proposals, sign contracts, pay invoices, and communicate with your team through their own portal. You control exactly what each client can see. Learn more at Users and team.
How do I switch between workspaces?
On desktop, click the workspace button at the top of the main menu (it shows your current workspace logo and name). A dropdown opens with every other workspace your account belongs to. On mobile, tap your account avatar and pick the workspace from the list at the top of the menu. You're taken to it instantly.
I was invited to a workspace. Can I create my own?
Yes. Anyone with a Plutio login can create their own workspace, including clients. Go to https://app.plutio.com/create-workspace, sign in with the same email and password you already use, and create it from there. You become the Owner of the new workspace, and both workspaces appear in your switcher. Don't try to sign up again at plutio.com with the same email, you'll get an email already exists error.
Where do I find my workspace URL?
Go to Settings > General. Your workspace URL is displayed at the top. It follows the format yourcompany.plutio.com. You can also set up a custom domain if you'd like to use your own.
Can I change my workspace subdomain?
Yes. Go to Settings > General and update the subdomain field. Keep in mind that changing it will update your workspace URL, your client portal link, and any shared links. Make sure to notify anyone using the old address.
