Overview
Wrapbook makes it easy to invite workers to your project and manage their onboarding process. This help article explains how to invite both new and existing workers to your project.
Download the Quick Start Guide for project workers
You can download the PDF version of Wrapbook’s Quick Start Guide so you can share it with your team or reference it offline.
Before you begin
Inviting workers is permission based
To invite workers, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator
Custom role with: Worker hiring and startwork - Full access, Project access only
Make sure you have:
Access to the project you want to add workers to in Wrapbook
The worker's email address
The worker's job details and pay rate information
Steps to invite a worker
To invite a worker to a project in Wrapbook:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project you want to add the worker to
In the left-side navigation, click People
On the project's People dashboard, click the Invite worker button
Select the project, click People, then click the Invite worker button
Invitation sections
The information that you’ll be required to enter in each section of the invitation is based on the selections you make while completing it.
Invitations FAQ
To help you understand invitations for workers, we’ve put together this list of frequently-asked questions.
Click the arrow next to a question to see the answer.
Can I change a worker's invited email after the invitation has been sent?
It depends on the current state of the worker's onboarding. Use the table below to determine whether the email can be edited:
Situation | Can the email be edited? |
|---|---|
Invitation has been sent, but the worker has not yet clicked the link and personal info has not been manually entered | ✅ Yes — follow the steps below |
Worker has clicked the invitation link and accepted it | 🔒 No — email is locked |
A production administrator has manually entered the worker's personal information (e.g., when re-hiring a returning worker from a prior project) | 🔒 No — email is locked |
Note: The email field locks as soon as personal information is entered — even if the worker has never clicked the invitation link. This most commonly affects returning workers whose profile data is pre-populated when they are added to a new project.
To edit a worker's invited email (when editable)
In the left-side navigation, click the dropdown menu and select the project
In the left-side navigation, click People
Open the worker's profile
Under Onboarding details, find Worker invited email
Click the Edit button next to the email address
Enter the new email address and save
Once saved:
The original invitation link sent to the old email address will be invalidated
A new invitation with a fresh link will be sent to the updated email address
What if the email is locked?
If you don't see an Edit option next to the worker's email address, the field has been locked because the worker's personal information has already been entered or the invitation link has already been accepted.
In this case, contact the Wrapbook Support team for assistance.