Help centerAccount, settings, and integrations
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Account, settings, and integrations

Configure Plumfolio and your connections.

01Manage your account detailsYour account brings together general information about your business and preferences that affect how your Plumfolio workspace works. Change your business name In Settings → My account , ente02Configure your site detailsSite settings complement the pages you create. They define your site’s general identity and information shared across several pieces of content. Check your site name Choose a recognizable na03Use themes and visual preferencesYour theme defines the overall appearance of your site. It helps you create a consistent look without adjusting every element individually. Choose an appearance Open Settings → Theme and rev04Set the style Claude and ChatGPT useThe AI style tab helps you keep a consistent presentation when working with a connected assistant. Separate context from style Business context describes your business, customers, and offers05Connect a custom domainYour site uses an address provided by Plumfolio. If your subscription allows it, you can also use a domain you own. Understand your addresses The Plumfolio subdomain lets you publish without06Configure email settingsEmail settings determine how recipients identify your messages and how they can reply to you. Contact and reply address Enter an address you check regularly. Readers should be able to reach 07Choose which notifications to receivePlumfolio can notify you about certain events related to your business. Which events should you track? Depending on the available options, you may be able to choose notifications about sales08Configure payments and billingThe Payments tab connects your business to a provider that can collect payments from your customers. Payment account status The page should let you check whether payment services are connect09Invite and manage your teamTeam management lets you share responsibilities without giving everyone the same permissions. Invite a collaborator Open Settings → Team , enter the collaborator’s email address, and choose 10Manage your Plumfolio subscriptionThe Subscription tab lets you review your Plumfolio plan and its billing details. Review your plan Check your plan name, available features, and any applicable limits. Change your plan If se11Connect external servicesPlumfolio may offer connections to external services. Each integration has its own role and permissions. AI assistants Through MCP, Claude and ChatGPT can use some Plumfolio features in a co12Privacy, security, and account deletionYour Plumfolio account may contain private content, customer information, and business data. Protect it and learn how to manage that information. Protect account access Use secure authentica