Plutio

Overview

The Plutio integration connects your Plutio workspace to Oneleet, syncing the workspace’s owners, co-owners and team members as user account assets and the workspace itself as an asset. This lets Oneleet monitor who has access to Plutio. Clients you’ve invited to your client portal aren’t synced.

What does Oneleet monitor?

• Plutio team members (user accounts), including their role (Owner, Co-owner or Team member) and whether they’ve been archived or deleted
• Your Plutio workspace, including its plan and whether SSO is enabled

Setup

To set up the Plutio integration, navigate to Integrations > Add integration > Plutio.

Oneleet connects with a Plutio API connection. Create it as the workspace owner or a co-owner: a connection can only see what the person who created it can see.

1. In Plutio, open Settings → API manager (under Connections) and click Create a connection.
2. Give it a name (e.g. Access reviews). Leave API version at the latest version and Workspaces set to your workspace. Click Unselect all to turn off the webhook events, which Oneleet doesn’t need.
3. Click Create, then copy the connection’s Client ID and Client secret.
4. In Oneleet, paste the Client ID and Client secret, enter your workspace subdomain (for acme.plutio.com, enter acme), then click Connect.

Deleting the connection in Plutio, or removing the person who created it from the workspace, stops Oneleet from syncing until you connect again with new credentials.