Agents can use Wrapbook by creating an agent profile.
With an agent profile, it’s possible to manage multiple clients under a single account. This means that agents can help their clients with project onboarding and managing payments.
Information for agents
When you create an agent account, you can:
Manage multiple client accounts
Complete onboarding on behalf of your clients
Review payment information
Receive checks on behalf of your clients
As an agent, you’ll receive an email invitation when your client is hired to a Wrapbook project.
Create an agent profile
Find the invite email in your inbox and click the link provided. You'll be taken to a page where you can create your agent account.
Add your information to your agent profile
Complete the check authorization form, which allows Wrapbook to send checks to you on behalf of your clients
Set up your agent fee percentage, which determines what portion of your clients' gross wages you'll receive
Manage your clients in Wrapbook
Once your agent account is set up, you can:
View all your clients in one dashboard
Complete startwork documentation for your clients
To sign startwork, your clients will need to have Wrapbook accounts
If they don't have one already, have them click the invite sent to their email
If they already have an account, they should see the project on their All projects dashboard. They can join the project to complete the onboarding process.
On the Clients page, click the Needs Onboarding tab to see a list of your clients that haven’t completed onboarding yet. Enter their information to proceed
To learn more, see Startwork
Track payments and payment status
Click the Onboarded Workers tab to find your client
Click on their profile to see all payments made. All payments will be sent directly to the address that you designated during onboarding.
To learn more, see About Payments
Access tax documents
To learn more, see Tax documents
Working with an agent
If you're a worker with an agent that uses Wrapbook:
You can invite your agent to complete your startwork
Your agent can view and receive payments on your behalf
Your agent will have access to review your payment information
If you’re agent uses Wrapbook, you’ll receive an invitation to join Wrapbook via email
If you don't have a Wrapbook account already, you'll be prompted to create one. To learn more, see our Quick Start Guide.
Your agent's access is limited to payment-related activities and startwork. They cannot access your personal account settings or modify your profile information without your permission.
Agent-assisted onboarding
Your agent will be able to onboard on your behalf, or if you'd prefer, you can complete the onboarding yourself
Once you’ve onboarded to a project, you can use Wrapbook to submit your timecards and expenses
Update your payment preferences
Your earnings can either be directed to your agent's place of business with checks made out to you, care of your agent, or you can direct payments to yourself.
In the left-side navigation under All projects, click Settings
Next to Preferred Payment Preference, click the Edit button
On the Preferred Payment Preference page, you’ll see a list of all the project you’ve joined. For each project, you can choose to have your payment sent to you or your agent.
Click Settings, then next to Preferred Payment Preference click Edit
Choose Send to agent