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.

Project dashboard displaying various projects with onboarding options and employee details.

Click your name to open the 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 joined in Wrapbook. Click on an individual project to see its details.

My shared files

Click My shared files to access files that have been shared you and to upload files that you’ve been requested to share.

Account details

Click Account details in the user menu to view:

  • 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 administrators.

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. 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

  • Marketing Emails

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.

Logout

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