The user menu provides access to your personal account settings and preferences. Your initial settings and preferences are based on the information that you entered when your Wrapbook account was created, but you can update this information at any time.

Access the user menu

After you login to your Wrapbook account, you’ll be able to access the user menu by clicking on your account name at the top right corner of any page in Wrapbook.

*Example of a production administrator’s user menu*

User menu options

From the user menu, you can view the following:

My projects

Click My projects in the user menu to see all of the projects that you have been added to. Click on an individual project to see its details.

My shared files

Click My shared files to access secure document sharing through your Wrapbook profile.

Click the Requests tab to:

See the log of file requests you’ve received, and responded to
Respond to file share requests by using the Upload button

Click the Shared Files tab access files that have been shared with you, and files that you’ve previously uploaded

Overview of shared files and requests with Wrapbook Support, including notes and dates. — *Example of the Requests view on a worker's Your Shared Files page*

Account details

Click Account details in the user menu to view the following:

Headshot
Name
Role(s)
Emails
Phone
Notification settings
Password
Multi-factor authentication
Cookie preferences
Login sessions

From the Account details page, you’ll be able to update any of the items listed above with the exception of Role(s) which is determined by your {{glossary.Production}} team.

In the Login sessions section, you can use the Log out everywhere button to sign out of your Wrapbook account on all computers and devices where it has been previously accessed.

Account details for Elbert Company Admin, including email and notification settings. — *Example of the Account details page*

Notification settings

Click Notification settings in the user menu to view and customize the email notifications that you’d like to receive from Wrapbook. Wrapbook users will see varying options of notifications settings based on their role and permissions granted in Wrapbook.

Notification option categories include the following:

Payables
Payroll Notifications
Project Notifications
Company Notifications
Approval Workflows
Integration Notification
Marketing Emails

Settings for email notifications regarding various submitted payables and reminders. — *Example of Notification Settings*

What’s new

Click What’s new to see Wrapbook announcements and feature updates. If there’s a new update, you’ll see a red dot next to this option in the user menu.

Help and support

Click Help & support in the user menu to see details for accessing the Wrapbook Help Center and contacting the Support team.

Companies

If you’re using Wrapbook to manage multiple companies, the names of each company that you’ve connected to your Wrapbook account will be listed here. To see a company’s projects, click on the name of the company.

Logout

Click Logout in the user menu to sign out of your Wrapbook account.

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