Help Center / Settings and administration /
Users and team management
Team members are managed from Contacts > People, which lists every active, pending, and deactivated member in your workspace. Each entry shows the member's name, email, assigned role, and last active date.
Inviting team members
Invitations are sent by entering an email address and selecting a role. The invitee receives a link to join your workspace, and once accepted, their account appears in the active members list. Bulk invitations allow multiple email addresses to be entered at once with the same role applied to all of them.
Roles during invitation
Every invitation requires a role. The workspace comes with built-in roles (Owner, Co-owner, Team, Client), and you can create additional custom roles in Settings > User roles with granular permissions across every area. The role assigned at invitation determines exactly what the new member can see and do from their first login.
Contact email vs login email
A team member can have two email addresses in Plutio: a contact email on their person profile, and a login email on their account.
The contact email is edited from Contacts > People. It is used on the person's profile and when you send client-facing items such as invoices, proposals, and contracts to that contact.
The login email is the email the person uses to sign in. Active team members change their own login email from Settings > Account > Login details. Workspace owners and co-owners can edit a member's contact email, but they cannot change another active member's login email from the workspace settings.
Changing one email does not automatically change the other. If an active member needs both emails to match, update the contact email from their person profile and ask the member to update their login email from their own account settings.
Wrong email on an invite
If an invitation was sent to the wrong email, update and resend the invitation before the person accepts it.
For pending members, Plutio checks the email the invite was sent to when the person accepts the invitation. If someone is already logged in with a different account email, they will be asked to log out and continue with the invited email instead.
Do not rely on changing only the visible contact email for a pending invite. The invitation itself needs to be resent to the correct email so the accept flow and the email address match.
Managing existing members
Members can be deactivated without deleting their data. A deactivated member loses access to the workspace, but their tasks, time entries, conversations, and other contributions remain intact. Reactivating a deactivated member restores their access with the same role they had before.
Removing a member is permanent and revokes access entirely, though data associated with that member (tasks they created, time they tracked, conversations they participated in) stays in the workspace.
The Users page doubles as an audit view: filtering by role, status, or last active date makes it straightforward to spot inactive accounts or review who has access to what.
