Welcome to Wrapbook!
This is your starting point for understanding how the platform is laid out, what you're looking at when you first log in, how the pieces connect, and where to go to get things done.
You don't need to be technical to navigate Wrapbook. Once you understand the basic structure, everything else falls into place.
Your account
Before you can do anything in Wrapbook, you need an account. Your account is what ties you to your production company and controls what you can see and do. New users are typically added by invitation. You'll receive an email with a link to set up your login.
You only need one Wrapbook account. Even if you use Wrapbook in two different capacities (for example, as a Production Administrator managing a project and as a project worker submitting timecards and tracking payments), a single account covers both. You can switch between your admin and worker experiences from the User menu in the top-right corner of the workspace. From there, you'll see options to select a Company for admin view or My projects to track your time worked and payments received as a production worker.
A note on roles and permissions. Not everyone sees the same things in Wrapbook. What you can access depends on the role you've been assigned: Company Admin, Company Manager, Project Coordinator, or a custom role. Roles control access to features like Payroll, Accounting, and Company settings. If you're not seeing something you expect, your role permissions may need to be updated by a Company Admin.
The two levels of Wrapbook: company and project
The most important concept to understand about Wrapbook is that it operates at two levels: the company level and the project level. Almost every feature, setting, and dashboard lives at one of these two levels, and knowing which you're working in will save you a lot of confusion.
Company level is the view across your entire production company. From here, you can see all your projects at once, manage workers across productions, configure company-wide settings, run company-level reports, and set defaults that apply to every new project you create.
Project level is the view inside a single production. From here, you manage everything specific to that project: inviting workers, processing timecards, running payroll, managing documents, and (if your company has it enabled) production accounting.
The key to switching between these two levels is the dropdown menu at the top of the left-side navigation:
Select All projects from the dropdown to enter the company level. This gives you access to company-wide features like your full project list, all workers across productions, company settings, and company-level reports.
Select a specific project name from the dropdown to enter that project's level. The entire workspace updates to show only what's relevant to that production, including the navigation options, dashboards, and menus.
If you manage many projects, you don't need to scroll through the full list. Start typing the name of the project directly into the dropdown and Wrapbook will filter the list to match, so you can find and select it quickly.
Navigating the workspace
Wrapbook has three main navigation zones that are always present, regardless of which level you're working in.
The left-side navigation is your primary tool for moving between features. It runs along the left edge of every page, and its contents change based on what's selected in the dropdown above it. You can collapse it by clicking the three horizontal bars at the top-left corner, and expand it again the same way. If it's collapsed, just hover over the left edge to temporarily peek at it without changing your view.
The top bar spans the top of every page. On the left, it shows your current location in the workspace, a path that updates as you navigate deeper into the platform. It shows where you are and lets you click any step in the path to jump back up to that level. On the right, it holds your User menu (profile, notifications, and the option to log out or switch views) and My downloads (where exported reports and files land once they've finished generating; look here after running any export).
The project/company dropdown sits at the top of the left-side navigation and is the key to switching between company-level and project-level work, as described above.
Wrapbook’s primary workspace navigation tools for admin users are highlighted above
Getting help: Scout
If you ever have a question while working in Wrapbook, help is always available without leaving the platform. Look for the Scout icon, a small chat widget, in the bottom-right corner of your screen on any page. Scout is Wrapbook's AI-powered support agent. You can ask it questions in plain language, and it will surface relevant answers and article links.
Scout is a good first stop for quick questions about how something works, where to find a feature, or what a term means. For issues that need hands-on support, Scout can also help you connect with Wrapbook's support team.
Click the Scout icon to chat with Wrapbook’s AI-powered support agent
Your dashboards
Throughout Wrapbook, you'll encounter dashboards. These are pages designed to give you a snapshot of what's happening in a particular area and put the most relevant actions right in front of you. Rather than making you dig through menus to find out what needs attention, a dashboard surfaces that information automatically.
Each dashboard in Wrapbook is tied to a specific context. Some are at the company level (like the view of all your productions), and some are at the project level (like the view of timecards or payroll for a single show). When you land on a dashboard, you're seeing a live summary of that area: what's pending, what's complete, what needs your action, and what you can do next. Dashboards are also your starting point for navigating into the detailed work. Click into any section to go deeper.
The specific dashboards available to you depend on your role and which features your company has enabled. You'll find dedicated articles for each one in this Help Center.
Settings: company vs. project
Just like features, settings in Wrapbook live at one of two levels.
Company settings apply across your entire production company. They include company details, payroll funding methods, production entities, accounting settings (Chart of Accounts, integrations, line numbers), project preferences (defaults for timecards, approvals, hiring, and more), and permissions and access control (roles, members, organizations). Changes here affect all new projects going forward.
Project settings apply to a single production. They include project details, default pay settings, payroll configuration, workers' compensation, unions and guilds, and additional settings specific to that project. Project settings are accessible by clicking the gear icon on a project dashboard, or via Project settings in the left-side navigation when a project is selected.
A helpful way to think about it: company settings set the defaults, and project settings let you customize for each specific production.
How to learn more
That covers the core structure of your Wrapbook workspace. From here, the rest of the articles in the Help Center take a closer look at each Wrapbook component. When you're ready to go beyond navigation and get into the work itself, you'll find step-by-step guidance throughout the Help Center organized by topic.