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Inviting your team
Team members are people with user accounts who can log in to your workspace. Each team member uses one seat on your subscription.
How to invite a team member
- Go to Settings > Users. You can also invite from the Contacts page.
- Click "Invite" or the invite button.
- Enter the team member's email address.
- Select a role. Choose from Owner, Co-owner, Team, or any custom role you've created. The role determines what the team member can see and do in the workspace.
- Send the invitation. The invitee receives an email with a link to accept and join your workspace.
What happens after the invite is accepted
- The invitee clicks the link in the invitation email.
- The invitee creates their account (or logs in if they already have one).
- The new team member can now log in through your workspace subdomain and access everything their role allows.
If the invite was sent to the wrong email
If the invite was sent to the wrong email, update and resend the invitation before the person accepts it.
When someone accepts an invite while already logged in, Plutio checks that their current login email matches the email the invite was sent to. If the emails do not match, Plutio asks them to log out and continue with the invited email.
After the invite is accepted, changing the team member's email from Contacts > People changes their contact email only. It does not change the email they use to log in. Active team members change their own login email from Settings > Account > Login details.
Custom roles and permissions
Roles are created and edited from Settings > User roles. Each role defines exactly what members assigned to that role can see and do.
- Go to Settings > User roles.
- Create a new role or edit an existing one.
- Set permissions per area. Each role has granular permissions that control view, create, edit, and delete access across every area: projects, tasks, invoices, proposals, contracts, forms, contacts, files, time tracking, automations, and settings. A role can allow creating invoices but not deleting them, or viewing contracts but not editing them.
- Save the role. Changing a role's permissions immediately applies to every team member assigned to that role.
Because permissions are granular, two team members can have completely different access levels. A project manager might see everything, while a contractor only sees the projects they're assigned to. New roles can be created at any time, and existing roles can be updated without affecting the invitation flow.
