Roles & permissions

The Roles & permissions section of Company settings is where you can manage access to company and project data, and Wrapbook features.

Access Roles & permissions

Permissions and Access Control are permission based
To update a company’s Permissions and Access Control settings, your account must have one of the following roles enabled:
Role: Company Admin
Custom role with: Company settings/Permissions and access control - Full access

To access Roles & permissions:

In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
Scroll down the page until you see the Permissions and Access Control section and then click the Manage button next to Roles & permissions

Company settings page displaying permissions, access control, and project management options. — *Select* ***All projects****, click* ***Company settings****, and then next to Roles & permissions, click the* ***Manage*** *button*

Overview of roles and permissions for managing access in a project management tool. — *Example of the Roles & permissions page in Company settings/Permissions and Access Control*

View a role’s permissions

On the Roles & permissions page, click the View permissions button next to the role that you want to see
This will open a page listing the Wrapbook features that the role can access

Preconfigured roles

Wrapbook provides the following preconfigured roles that you can assign to people in your company:

Role	Description
*Company Admin*	Offers the highest level of visibility and access to all the features of Wrapbook
*Company Manager*	Can manage projects, reports, and people across the organization
*Project Coordinator*	Can manage projects that they’ve been assigned to
*Project Assistant*	Can assist with key tasks on projects they’ve been assigned to
*Department Head*	Can manage departments that they’ve been assigned to within a project
*Accountant*	Offers full visibility and access to cost tracking and production accounting features

Custom roles

On the Roles & permissions page, you also have the option to create custom roles.

Access levels

When you create a custom role in Wrapbook, you’ll be able to see the full list of company/project data and Wrapbook features, and the access levels that you can assign to each of them.

Click the arrow to see the complete list of categories, settings, access level options, and permissions

Category	Setting	Access level options	Permissions
Company settings	General settings	Full access	Can manage company information and project preferences within Wrapbook
		None	No access
	Funding methods	Full access	Can manage bank account and drawdown information within Wrapbook
		View only	Can view bank account and drawdown information within Wrapbook
		None	No access
	Permission and access control	Full access	Can manage company roles and user within Wrapbook
		None	No access
	Accounting settings	Full access	Can manage company roles and users within Wrapbook
		None	No access
	Organizational structure	Full access	Can manage a company’s organizational structure within Wrapbook
		None	No access
	Production entities	Full access	Can manage a company roles and users within Wrapbook
		Manage	Can update production entities but cannot create them
		None	No access
Reports	Production & payroll reports	View all	Can access all company and project reports
		View basic	Can access project reports only
		None	No access
	Accounting reports	Full access	Can access accounting reports for all projects
		None	No access
Projects, People & Approvals	Project management	Full access	Can create and edit projects and documents Can assign funding methods to a project
		Manage	Can update projects, bur can’t create them Can create and edit documents Can assign funding methods to projects
		View only	Can view projects, but can’t create or update them Has no access to documents
		None	No access
	Worker hiring and startwork	Full access	Can hire workers and manage startwork for all projects across the company
		Project access only	Can only hire workers and manage startwork for their assigned projects
		None	No access
	Worker sensitive information	Full access	Can see workers' tax identification numbers (SSN, EIN - USA; ITN, CBN - Canada)
		None	No access, members will see masked tax identification information on payroll reports
	Approval requests	Full access	Can skip, approve, deny, and see approval requests across the whole company
		View all	Can see approval requests across the whole company, but can’t approve or deny unless assigned
		Assigned only	Can only approve, deny, and see approval requests if assigned as an approver
Payroll & Financials	Timecards	Full access	Can create and approve timecards
		Create and manage	Can create timecards but can’t approve them
		Approve only	Can approve timecards, but can’t create them
		None	No access
	Expenses	Full access	Can create and approve expenses
		Create and manage	Can create expenses but can’t approve them
		Approve only	Can approve expenses but can’t create them
		View only	Can see expenses but can’t create, update, or approve them
		None	No access
	Payroll information	View all	Can see all sensitive and non-sensitive information on payrolls
		View basic	Can see non-sensitive information on payrolls
		None	No access
	Payroll preparation	Full access	Can create, recalculate, update, see, and cancel payroll batches
		Create & update payrolls	Can create, see, and update payroll batches
		Create	Can create payroll batches
		None	No access
	Payroll processing	Full access	Can authorize, decline, and fund payroll
		Allow decline	Can authorize and decline payroll, but can’t fund them
		All	Can authorize payroll funds, but can’t decline or fund them
		None	No access
Accounting & Cost Tracking	Vendors	Full access	Can view, create, update, and import vendors at the company level or project level
		Project access only	Can view, create, and update vendors at the project level
		None	No access
	Vendor payments	Full access	Can create and cancel vendor payments
		None	No access
	Distribution changes	Full access	Can make distribution changes on all transaction types
		None	No access
	Budgets/EFC	Full access	Can see, create, import, and lock budgets
		View & Import	Can see, import, and update, but not lock budgets
		View only	Can view budgets
		None	No access
	Bank reconciliation	Full access	Can see, update, and delete bank reconciliations Can export a bank reconciliation PDF statement
		View only	Can only see bank reconciliations Can export a bank reconciliation PDF statement
		None	No access
	Purchase orders	Full access	Can create, manage, and approve project vendors and purchase orders
		Manage	Can update purchase orders and view project vendors
		View only	Can view purchase orders and project vendors
		None	No access
	Petty cash	Full access	Can create and manage petty cash funding and distributions
		Manage	Can manage petty cash distributions, but can’t fund petty cash
		None	No access
	Journal entries	Full access	Can view, create, update, and delete journal entries Can post journal entry transactions to the general ledger Can export the summary view and detailed view CSV reports
		Manage and post	Can view and update journal entries Can post journal entry transactions to the general ledger Can export the summary view and detailed view CSV reports
		View	Can only see journal entries
		None	No access
	AP invoices	Full access	Can view, create, update, and delete AP invoices Can post AP transactions to the general ledger
		Create and manage	Can see, create, and update AP invoices, but can’t delete them or post to the general ledger
		View only	Can only view AP invoices
		None	No access
	Payroll invoices	Full access	Can view and edit payroll invoices Can post PR transactions to the general ledger Can export the summary view and detailed view CSV reports with the read sensitive permission
		Manage and post	Can view and edit payroll invoices Can post PR transactions to the general ledger Can export the summary view and detailed view CSV reports
		View only	Can only view payroll invoices Can export the summary view and detailed view CSV reports
		None	No access
	Project settings: Accounting bank accounts	Full access	Can setup and manage accounting bank accounts
		None	No access
	Project settings: Payroll transactions	Full access	Can setup and manage the default bank and clearing account used for payroll transactions
		None	No access
	Project settings: Tag management	Full access	Can setup and manage tags
		None	No access
	Project settings: Period management	Full access	Can setup and manage accounting periods
		None	No access
	Project settings: Accounting e-signatures	Full access	Can create and manage their own e-signature on a project
		View only	Can only see e-signatures
		None	No access

Create a custom role

On the Roles & permissions page, scroll down until you see the Add your first custom role section and click the + Add custom role button
In the Add custom role popup choose either: Start from scratch or Copy existing role
Click the Continue button

Start from scratch

On the Add custom role page, enter a Role name, and Description
Click the dropdown menu next to each item in the list to select the permission levels the role will have
When you’re finished selecting permission levels, click the Save button

Copy existing role

In the Add custom role popup, under Role, click the search icon
Select the role name and then click the Continue button
On the Add custom role page, enter a Role name, and Description
Review the pre-selected permission levels and click the dropdown menus to make adjustments as needed
When you’re finished selecting permission levels, click the Save button

Update custom roles

On the Roles & permissions page, click the three dots next to the custom role that you want to update
Select from the following: Edit role, View members, Duplicate role, Delete role

Project-level roles

Project-level roles allow your production company’s team members to have different roles and permission levels across multiple projects within the same company.

With project-level roles you can:

Assign different roles for each project a team member works on
Maintain appropriate access permissions as team members take on different responsibilities across different projects
Better reflect real-world production workflows where team members often have different roles across projects
Reduce security risks by providing only the permissions needed for each specific project

Company-level role

Every team member has a company-level role that determines what they can see on company-wide dashboards in Wrapbook like:

All projects dashboard
Company startwork dashboard
Company reports dashboard

Project-specific roles

In addition to their company-level role, team members can be assigned different roles for each project they're part of, meaning:

A team member can have unique permissions tailored to their responsibilities on each project
Permission levels can differ between projects based on job requirements
The fallback will always be a company-level role if the project-level role cannot be determined or used

Note: Company Admin and Company Manager roles cannot be assigned at the project level. These roles are designed to grant comprehensive access across the entire company.

Project-level role options

Project-level roles are assigned when inviting team members to your company.

Form to invite a new member with role and project access options. — The option to assign project-level roles appears when inviting a team member to your company

All company projects

The team member will have access to all projects across the company
Choosing this options requires the invitee to be assigned a Role

A specific organization’s projects

The team member will have access to all projects within a specific organization
Choosing this option requires the invitee to be assigned a Role, and an Organization
The permissions associated with the team member’s assigned role will apply to all of the organization’s projects

Specific projects

The team member will have access to specific projects only
Choosing this option requires the invitee to be assigned a Role, and at least one Project
To assign the team member additional roles and projects, click + Add another project
When a team member is assigned additional roles and projects, the first role selection listed is considered their company-level role

Specific project departments

The team member will have access to specific projects or departments only
Choosing this options requires the invitee to be assigned a Role, Project, and Department
To assign the team member additional roles and projects, click + Add another project
When a team member is assigned additional roles and projects, the first role selection listed is considered their company-level role