Overview
Once you have an agent profile in Wrapbook, you'll be able to access your agent dashboard.
From your agent dashboard, you can access the following tools:
User menu
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.
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.
From the user menu, you can view the following:
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 to access files that have been shared with you, and files that you've previously uploaded.
My clients
Click My Clients in the user menu to go to your Clients list. To learn more, see Your Clients list below.
Account details
Click Account details in the user menu to view your details as listed in Wrapbook:
Headshot
Name
Emails
Phone
Notification settings
Password
Multi-factor authentication
Cookie preferences
Login sessions
From the Account details page, you'll be able to view and update any of your information listed above.
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.
Notification settings
Click Notification settings in the user menu to view and customize the email notifications that you'd like to receive from Wrapbook.
Notification option categories are:
Approval Workflows - Workflow comment added — Click the toggle to turn on/off email notifications when comments are added by production administrators to your clients' startwork, timecards, and expenses.
Marketing Emails — Click the toggle to turn on/off marketing emails from Wrapbook
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 & support
Click Help & support in the user menu to see details for accessing the Wrapbook Help Center and contacting the Support team.
Left-side navigation
The left-side navigation gives you quick access to your agent tools in Wrapbook. From the left-side navigation, you can navigate to:
Dashboard — Your agent dashboard, showing clients who need onboarding and your most recent payments. See Dashboard below.
Clients — A list of all your clients in Wrapbook. See Your Clients list below.
Agent Settings — Your payment information and mailing address. See Agent Settings below.
Agent dashboard
Your agent dashboard is the first page you see when you log in to Wrapbook as an agent. It has two sections: Needs Onboarding and Recently Paid.
Needs Onboarding
The Needs Onboarding section shows clients who have been invited to a project but have not yet completed their startwork. For each client, you can see:
Client
Project / Company
Job title
Starts
Rates
Payment method (including agent fee %)
Onboarding status
From this list, you can:
Click View details to open the Worker details panel for that client. See Worker details below.
Click Onboard for client to begin onboarding that client for the project.
Recently Paid
The Recently Paid section shows a summary of recent payments made to your clients. For each entry, you can see:
Client
Project title
Job title
Last payment date
Last payment — click the link to view the full payment details
Your Clients list
With an agent profile, you can view and manage all of your clients from your Clients list.
To access your Clients list:
In the left-side navigation, click Clients
Your Clients list shows all of your clients in a single view. For each client, you can see their:
Worker (name with profile photo or initials)
Job title
Click the View button next to a client's name to go to their client detail page.
Client detail page
On a client's detail page, you'll see the client's name, email address, and mailing address. From here, you can:
Click View details to open the Worker details panel. See Worker details below.
Click Email [client name] to send an email to your client directly from Wrapbook
Use the Payments tab to review your client's payment history and submissions
Use the Projects tab to see your client's project details, onboarding status, and payment authorization forms
Payments tab
The Payments tab shows your client's payment history and submissions.
Payments
The payments list shows each payment with the following details:
Status — shows Processing or Completed
Project / Company
Requests
Issued (date and time)
Net pay
For payments with a Completed status, you can:
Click View to see the paystub
Click Download to save or print the paystub as a PDF
Submissions
Below the payments list, the Submissions section shows timecards and expenses that have been submitted to the production company. For each submission, you can see:
Date
Description
Amount
Status — shows Approved or Paid
Payment — shows Processing or Completed
A link to the timecard or expense. Click the timecard link to open the full timecard view. From there, you can review the time entries and download the timecard as a PDF — click Download to save it to your device.
To learn more, see About Timecards and About Allowances & Expenses.
Projects tab
The Projects tab shows an overview of each project your client is associated with. For each project, you can see:
Project / Company
Job
Starts
Rates
Payment method (including agent fee %)
Payment authorization form — shows Uploaded with a View link, or Not on file with an Upload form link
Onboarding status — shows Onboarded or Client is onboarding
When a client's Onboarding status shows Client is onboarding, an Onboard for client button will appear. Click it to begin onboarding that client for the project.
To upload a Payment Authorization Form for a project, click Upload form in the Payment authorization form column. On the following page, drag and drop the file or click Browse Files to select it from your device. Supported file types: JPEG, PJPEG, PNG, X-PNG, TIFF, HEIC, HEIF, and PDF. Max file size: 20MB.
Worker details
You can view a client's personal details from two places:
Click View details on the client's detail page (top-right corner, next to the Email button)
Click View details next to a client's name in the Needs Onboarding section of your agent dashboard
The Worker details panel shows the following information for your client:
Date of birth
SSN (masked)
Withholdings information
W-9 information
Account — indicates whether the client has a Wrapbook account
To close the panel, click the X in the top-right corner.
Agent Settings
Your payment information and mailing address can be accessed via your Agent Settings.
To view or update your Agent Settings:
In the left-side navigation, click Agent Settings
In your Agent Settings, you can:
Click the Edit button to see your Banking Information and update your Payment Method and/or Mailing Address
Click the View button to see Wrapbook's Terms of Service Agreement