Get Started For Administrators

Here is how an administrator can set up Plutora from scratch.

First Login

When you log into Plutora for the first time, you will be the only user and your account will be set up as an administrator, so you will have full access to Plutora.

It is recommended that you update your password when you log into Plutora for the first time.

You can enable SSO with Login Settings. You can also add your company logo.

Set Up Users

Add User Roles

Give your users the permissions that they need to work.

Add Organizations

Companies consist of departments, branches, workgroups, or individuals. These are represented as the Organization Structure.

Set Up User Custom Fields and Lists (Optional)

Plutora has fields for the name, email, phone number, and location of each user. If you would like to record more information, create User Custom Fields. If one or more of those custom fields is a drop-down menu or combo box, add items to those custom fields using User Custom Lists.

Add Site Messages

Your new users will need to know what their first steps should be and how to ask for help. Add a Login Page Message or an Announcement Feed to give them this information.

Add Users

Once your user roles, organizations, and user custom fields and lists are ready, you can start adding users and User Groups.

Set Up Systems and Environments

Once you have set up users, you can start setting up Environments.

Set Up System and Environment Customizations

To make Plutora’s Environments your own:

  • Add your own statuses, such as Active, Decommissioned, or N/A, or just use the ones already set up.
  • Add your own phases, such as UAT, Production, or Development.
  • Will you be using Environment Technical Specs and Configuration? If so, you need to add Stack Layers.
  • Go above and beyond the available fields with:
    • Environment Custom Fields and Lists.
    • Environment Group Custom Fields and Lists.
    • System Custom Fields and Lists.
  • Customize the connector arrows in the Environment Map.

Add Systems

Add some Systems. Systems must be added before Environments.

Add Environment Groups

Add some Environment Groups.

Add Environments

Now that your mandatory fields, Systems, and Environment Groups are set up, you can start adding Environments.

Set Up Releases and Changes

Set Up Release and Change Customizations

To make Plutora’s Releases your own:

  • Customize the default Enterprise, Project, and Independent Release Titles.
  • Add your own Release and Change Statuses, such as Draft, In Progress, or Completed. If you use Jira, match them to the statuses in Jira.
  • Add your own Release Types, such as Minor or Major.
  • Enable Release intake approval in Release Intake Status so you can approve child Releases added to parent Enterprise Releases.
  • Name your Release Phases and Gates.
  • Go above and beyond the available fields with:
  • If you plan to use Insights Dashboard, set up:
    • Insight Management
    • Phase/Gate View
    • Release Type Group View
    • Actions – View By Type
    • Widgets Title.


Add some Changes, which are often used to bring in stories or tasks from ServiceNow or Jira.


Add Enterprise, Project, and Independent Releases.

Add Activities and Criteria to their Phases and Gates.

Deployment Plans

Get started with Deployment Plans.

Blockout Periods

If you plan to use Release Calendar, add Blockout Periods to represent your holidays and other special events.

Use Environments with Releases

Set Up Environment Request Customizations

To make Plutora’s Environment Requests your own:


A Test Environment Booking Request (TEBR) is a form that is used to book an Environment or Environment Group. Users can book one or many Environments or Environment Groups in a single form. Booking requests can be associated with Releases or created as placeholder bookings without Releases.


Test Environment Change Request (TECR) is a form that is used to make changes to an Environment or Environment Group, such as a code deployment, or an infrastructure change. Like a TEBR, one or many Environments or Environment Groups can be linked into a single form.

Environment Bookings

Book Environments directly from Enterprise, Project, and Independent Releases.

View, Export, and Report on Data

Email Templates

Use Email Template Wizard to create email notifications.

To create email templates quickly, try copying and customizing the default templates. Remember to target emails to the people who need them, so that people who don’t need them aren’t spammed.


Retrieve, create, update, and delete records using Plutora’s API.

Establish customized integration layers between systems using Integration Hub – API.

Integrate Plutora with JiraServiceNow, Jenkins, and Github.

Plutora Analytics

Use Plutora’s powerful report center.


Insights Dashboard provides a one-stop view of Release, Test, and Quality data.

Release Schedule

View a timeline of your Releases.

Environment Schedule

Find and fix conflicting Environment Bookings.

Systems Impact Matrix

Systems Impact Matrix shows how Releases impact or pose a regression risk to Systems.

Environments Impact Matrix

Environments Impact Matrix gives users a graphical view of bookings and shows whether they are Approved, Pending or Rejected against Releases.

Release Calendar

View and filter your ReleasesBlockout Periods, TEBRs, and TECRs by date.

Need Support?

Search the knowledge base or contact Support.

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