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.

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.

Example of the Your Project’s page

My shared files

Click My shared files to view a log of files you’ve downloaded from Wrapbook.

Example of the 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 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.