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Account & User Management


Brex admins can invite as many new users as they’d like to by following the steps below.Step 1: UnderTeam, click Invite user.Step 2: Enter the requested information and select the role you would like that team member to have (account admin, employee, or bookkeeper).To learn more about the different...

Please note that the chat function is only accessible through your Brex dashboard. If you do not yet have a Brex account, please complete the application to the best of your ability and a member of our team will follow up with you. If you're trying to access chat through your Brex dashboard and are...

You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex Cash accounts. A user with the bookkeeper role will not be able to send money out of the Brex Cash account.Important: Card admins will only be able to...

We are standing by to help and listen. Please reach out with any questions or feedback!Customer support: Chat with us (Hours: 5:00am-8:00pm (Pacific), 7 days per week) from your Brex dashboard.Sales: sales@brex.comRewards: rewards@brex.com Press: press@brex.comCareers: careers@brex.com

Brex admins can update their team member's role type by following the steps below. Step 1: UnderTeam, enter the cardholder's name in the search bar and click their name when it appears.Step 2: To the right of User role under the Role section, select an option from the dropdown menu to update the...

Brex CashTo close your Brex Cash account, please follow these steps:Step 1: Navigate to Settings in your Brex dashboard.Step 2: Click Company and scroll down to Brex accounts.Step 3: Select Close Account and follow the prompts.Monthly statements cardTo close your Brex account, you will need to reach...

Your user limit is the amount that you're able to spend as an individual on a monthly basis. It will reset on the 1st of every month and is independent of your company's credit limit and spending as a whole.To review your user limit and transactions, follow the steps below.Step 1: Click Card on the...

Brex admins can create, edit, and delete locations by following the steps below.Step 1: Click Team on the left side of your Brex dashboard, and then click Locations.Step 2: Click Add Location on the upper right side.Step 3: Assign a name and description.Step 4: Your new location will now be...

If your team's admin has created a new user account for you, you'll receive an email with the subject line: [Action Required] Welcome to Brex! Your corporate card is waiting, which will include a button that says Create account. Once you activate your account, you'll be redirected to the Brex...

As a Brex admin, you are able to update your company’s address in the event that you have moved. The updated address will be used for your business's physical address, billing address, and the cash beneficiary address used for wire transfers (if your business has a Brex Cash account).To update your...

Brex admins can track how much they have spent in their current statement period by following the steps below.Step 1: Find Transactions under Card or Cash on the left side of your Brex dashboard.Step 2: At the top, look under Current balance and Current statement.At the end of each statement cycle...

To adjust your SMS notifications, follow the steps below.Step 1: Click Settings on the bottom left side of your Brex dashboard.Step 2: Under Notifications, find SMS notifications and toggle to select on or off.Please read How do I manage notifications on the mobile app? for more information.

To reset your password when you can't access your Brex account, please click here to request a reset link. To reset your password from your Brex dashboard, please follow the steps below.Step 1: Click Settings on the bottom left-hand of the Brex dashboard.Step 2: Under Personal, find Password and...

If you're unable to add a user, you will see this error message:This means the email is already associated with a different Brex account. You can resolve this by choosing one of the following options. Use an email alias to invite this userIf your bookkeeper manages multiple accounts on Brex and...

Currently, the only way to update the email address associated with your Brex account is to contact our support team. Send an email address update request to Brex Support via live chat so that we can update your account details.Once updated, your new email address will also apply to the following...

If you are unable to log in to your Brex account, please try one or all of the suggestions in the relevant section below.Log in via the Brex dashboardGo directly to brex.com: If you are trying to access the dashboard via a bookmark saved on your browser, try clicking Sign in on brex.com instead...

Brex admins can create, edit, and delete departments by following the steps below.Step 1: Click Team on the left side of your Brex dashboard, and then click Departments.Step 2: Click Add department in the top-right corner.Step 3: Assign a name and description to the department. Click Save. Your new...

As a Brex admin, you can suspend/unsuspend users at any time by following the steps below.Step 1: UnderTeam, search for the cardholder using the search bar and select the one you want to suspend/unsuspend. Step 2: At the top right of the user's details, click the icon of a person to Suspend or...

When a user needs to spend more than their monthly user limit, a Brex admin can update their user limit by following the steps below.Step 1: Click Team on the left side of your Brex dashboard.Step 2: Under Users, enter the cardholder's name in the search bar and click on the user whose limit you...

To update the phone number associated with your Brex account, please contact Brex Support via live chat from your dashboard. Once updated, your new phone number will also apply to the following: SMS two-factor authentication Verifying your identity when contacting Brex Support SMS notifications and...

New role namesWe've changed our role names to help you decide which roles best fit your team members.Please see the table below to learn more about the permissions of each role.

Welcome to Brex! Congratulations on getting your corporate card.We'll walk you through the setup process for your Brex account and introduce you to its main functions to ensure you get the maximum value.Step 1: Get started with your virtual cardUpon logging into Brex for the first time, you'll...

Welcome to Brex! Congratulations on getting your corporate card and Brex Cash account.Please see the relevant section below for more details on your account features. Brex card setupStep 1: Get started with your virtual cardUpon logging into Brex for the first time, you'll automatically be issued a...

Incorrectly formatted addresses are one of the top reasons for undelivered physical cards. Please review the suggestions below for suggestions on how to enter your address. We want your card to get to the right place!Add all relevant secondary address information.Many cards are undeliverable as the...

If you use Gmail, you can set up auto-forwarding to receipts@brex.com so that your email receipts match directly with your Brex transactions. For instructions on how to set this up, read this Google Help Center article. Once you have completed setup, you will receive a confirmation email from Brex.

Yes! Brex account admins may enter any email address when adding users.