Roles & permissions

The Roles & permissions section of Company settings is where you can manage access to company and project data, and Wrapbook features.

Access Roles & permissions

Roles & permissions are permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin
Custom role with: General settings - Full access, Permissions and access control - Full access

To access Roles & permissions:

In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
Scroll down the page until you see the Permissions and Access Control section and then click the Manage button next to Roles & permissions

Wrapbook interface showing company settings, permissions, and terms of service agreements. — *Select* ***All projects****, click* ***Company settings****, and then next to Roles & permissions, click the* ***Manage*** *button*

Overview of roles and permissions for managing access within a company. — *Example of the Roles & permissions page in Company settings, Permissions and Access Control*

View a role’s permissions

On the Roles & permissions page, click the View permissions button next to the role that you want to see
This will open a page listing the Wrapbook features that the role can access

Preconfigured roles

Wrapbook provides the following preconfigured roles that you can assign to people in your company:

Role	Description
*Company Admin*	Offers the highest level of visibility and access to all the features of Wrapbook
*Accountant*	Offers full visibility and access to Cost tracking and Production Accounting features
*Company Manager*	Can manage projects, reports, and people across the organization
*Project Coordinator*	Can manage projects that they’ve been assigned to
*Department Head*	Can manage departments that they’ve been assigned to within a project
*Project Assistant*	Can assist with key tasks on projects they’ve been assigned to

Custom roles

On the Roles & permissions page, you also have the option to create custom roles.

Access levels

When you create a custom role in Wrapbook, you’ll be able to see the full list of company/project data and Wrapbook features, and the access levels that you can assign to each of them.

Click to view the complete list of categories, access level options, and permissions

Category	Access level options	Permissions
General settings	Full access	Can manage company information and project preferences within Wrapbook
	None	No access
Payroll funding	Full access	Can manage bank account and drawdown information within Wrapbook
	View only	Can view bank account and drawdown information within Wrapbook
	None	No access
Permission and access control	Full access	Can manage company roles and user within Wrapbook
	None	No access
Accounting settings	Full access	Can manage company roles and users within Wrapbook
	None	No access
Organizational structure	Full access	Can manage a company’s organizational structure within Wrapbook
	None	No access
Production entities	Full access	Can manage a company roles and users within Wrapbook
	Manage	Can update production entities but cannot create them
	None	No access
Production and payroll reports	View all	Can access all company and project reports
	View basic	Can access project reports only
	None	No access
Accounting reports	Full access	Can access accounting reports for all projects
	None	No access
Project management	Full access	Can create and edit projects and documents Can assign funding methods to a project
	Manage	Can update projects, bur can’t create them Can create and edit documents Can assign funding methods to projects
	View only	Can view projects, but can’t create or update them Has no access to documents
	None	No access
Worker hiring and startwork	Full access	Can hire workers and manage startwork for all projects across the company
	Project access only	Can only hire workers and manage startwork for their assigned projects
	None	No access
Worker sensitive information	Full access	Can see workers' tax identification numbers (SSN, EIN - USA; ITN, CBN - Canada)
	None	No access, members will see masked tax identification information on payroll reports
Approval requests	Full access	Can skip, approve, deny, and see approval requests across the whole company
	View all	Can see approval requests across the whole company, but can’t approve or deny unless assigned
	Assigned only	Can only approve, deny, and see approval requests if assigned as an approver
Timecards	Full access	Can create and approve timecards
	Create and manage	Can create timecards but can’t approve them
	Approve only	Can approve timecards, but can’t create them
	None	No access
Expenses	Full access	Can create and approve expenses
	Create and manage	Can create expenses but can’t approve them
	Approve only	Can approve expenses but can’t create them
	View only	Can see expenses but can’t create, update, or approve them
	None	No access
Payroll information	View all	Can see all sensitive and non-sensitive information on payrolls
	View basic	Can see non-sensitive information on payrolls
	None	No access
Payroll preparation	Full access	Can create, recalculate, update, see, and cancel payroll batches
	Create & update payrolls	Can create, see, and update payroll batches
	Create	Can create payroll batches
	None	No access
Payroll processing	Full access	Can authorize, decline, and fund payroll
	Allow decline	Can authorize and decline payroll, but can’t fund them
	All	Can authorize payroll funds, but can’t decline or fund them
	None	No access
Vendors	Full access	Can view, create, update, and import vendors at the company level or project level
	Project access only	Can view, create, and update vendors at the project level
	None	No access
Vendor payments	Full access	Can create and cancel vendor payments
	None	No access
Distribution changes	Full access	Can make distribution changes on all transaction types
	None	No access
Budgets/EFC	Full access	Can see, create, import, and lock budgets
	View & Import	Can see, import, and update, but not lock budgets
	View only	Can view budgets
	None	No access
Bank reconciliation	Full access	Can see, update, and delete bank reconciliations Can export a bank reconciliation PDF statement
	View only	Can only see bank reconciliations Can export a bank reconciliation PDF statement
	None	No access
Purchase orders	Full access	Can create, manage, and approve project vendors and purchase orders
	Manage	Can update purchase orders and view project vendors
	View only	Can view purchase orders and project vendors
	None	No access
Petty cash	Full access	Can create and manage petty cash funding and distributions
	Manage	Can manage petty cash distributions, but can’t fund petty cash
	None	No access
Journal entries	Full access	Can view, create, update, and delete journal entries Can post journal entry transactions to the general ledger Can export the summary view and detailed view CSV reports
	Manage and post	Can view and update journal entries Can post journal entry transactions to the general ledger Can export the summary view and detailed view CSV reports
	View	Can only see journal entries
	None	No access
AP Invoices	Full access	Can view, create, update, and delete AP invoices Can post AP transactions to the general ledger
	Create and manage	Can see, create, and update AP invoices, but can’t delete them or post to the general ledger
	View only	Can only view AP invoices
	None	No access
Payroll invoices	Full access	Can view and edit payroll invoices Can post PR transactions to the general ledger Can export the summary view and detailed view CSV reports with the read sensitive permission
	Manage and post	Can view and edit payroll invoices Can post PR transactions to the general ledger Can export the summary view and detailed view CSV reports
	View only	Can only view payroll invoices Can export the summary view and detailed view CSV reports
	None	No access
Project settings: Accounting bank accounts	Full access	Can setup and manage accounting bank accounts
	None	No access
Project settings: Payroll transactions	Full access	Can setup and manage the default bank and clearing account used for payroll transactions
	None	No access
Project settings: Tag management	Full access	Can setup and manage tags
	None	No access

Create a custom role

On the Roles & permissions page, scroll down until you see the Add your first custom role section and click the + Add custom role button
In the Add custom role popup choose either: Start from scratch or Copy existing role
Click the Continue button

Start from scratch

On the Add custom role page, enter a Role name, and Description
Click the dropdown menu next to each item in the list to select the permission levels the role will have
When you’re finished selecting permission levels, click the Save button

Copy existing role

In the Add custom role popup, under Role, click the search icon
Select the role name and then click the Continue button
On the Add custom role page, enter a Role name, and Description
Review the pre-selected permission levels and click the dropdown menus to make adjustments as needed
When you’re finished selecting permission levels, click the Save button

Update custom roles

On the Roles & permissions page, click the three dots next to the custom role that you want to update
Select from the following: Edit role, View members, Duplicate role, Delete role