About Production entities

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Overview

A production entity (PE) represents a legal entity with its own Federal Employer Identification Number (FEIN) and associated bank accounts that is recognized by federal tax authorities.

In Wrapbook, you can set up and manage multiple production entities within your company, allowing you to maintain clear financial boundaries between different projects while keeping all your production management tools in one unified platform.

Production entities are configured with help from your Wrapbook Customer Success Manager (CSM). To enable this feature for your company, or request changes to how your company’s Production entities are configured, contact the Wrapbook Support Team and they’ll route your request to your CSM.

Access Production entities

Production entities are permission based

To access, your account must have one of the following roles enabled:

  • Role: Company Admin

  • Custom role with: General settings - Full access, Production entities - Full access, Manage

To access Production entities:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left-side navigation, click Company settings

  4. Next to Production entities, click the Manage button

By default, the details for your company will be listed as the primary PE.