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Account & User Management


If you have a co-owner of your business, we can note this on your account to help us keep your business information up-to-date. To add a new business owner to your account, please follow the steps below.Step 1: Invite this individual as a new user using the How do I invite new users to Brex? guide...

Please refer to the relevant section below according to whether you are a Brex customer or with an accounting firm.Accounting firmsHow do I add clients to my account?Your clients must first add you as a partner to gain access to their Brex account.How do I grant external access to my bookkeepers...

Note:Access to multiple accounts is currently only available to select customers in our Early Access Program who will provide invaluable feedback to our team. To gain access, you’ll need to be a Brex accounting partner. If you’re interested, please contact your Brex relationship manager or email...

Yes! We require legal name change documents in order to update your company’s name. The documents required are: Secretary of State name change filing document. The IRS letter confirming your company's EIN (which can be under the old name).You can chat with Brex Support to provide this information so...

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...

New role namesWe've changed our role names to help you decide which roles best fit your team members.Account adminAs an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, 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...

By default, new users credit limits will start at $0. To add or increase a user's monthly credit limit, a Brex admin can update the user limit by following the steps below.Step 1: Click Team on the left side of your Brex dashboard. (Note: This option isn’t currently available on your Brex app.)Note...

If you need to have multiple Brex accounts, but only have one email address, you will need to use an email alias. If you use Gmail or Outlook, you're able to have a second invitation sent to the same email address by adding a plus sign (+) and an additional character(s) after the plus sign:example...

One of our primary educational resources is our Learning Center.This site provides general industry-wide information on financial topics like cash management, credit scores, loans, security, and cryptocurrency. Not all topics are directly related to Brex features or abilities, so if you’re looking...

We’re sorry to see you go! Once your account is closed, all information that can be deleted will be removed from Brex databases. Please keep in mind, however, that certain information–or de-identified information associated with your company’s Brex account–may nonetheless remain on systems owned or...

Currently, our support team isn’t able to schedule individual demos. However, if you’d like additional resources on getting started with your Brex account, please review our onboarding guide for your role type: Onboarding guide for employees AP clerks Onboarding guide for Brex Cash account admins...

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.comGeneral...

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...

The Early Access tab in your Brex dashboard is where we’ll list any features that are currently in development. If any of them sound interesting to you, click Get updates to be notified if the feature is implemented.If you have a feature in mind that Brex doesn’t yet offer, you can also use the...

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...

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...

We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle.Step 1: Navigate to the Transactions page under the Card tab of your Brex dashboard.Step...

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 dashboardGo directly to brex.com and click Sign in. If you're having trouble logging in, follow the steps below depending on your issue.Forgot passwordIf you forgot your password, enter your email address associated with your Brex account on this page. Click Submit and we’ll send you a link to...

We currently allow for companies to have one legal business name and one Doing Business As (DBA) name on their Brex account. Establishing a DBA name requires legal documentation. More information can be found in Who should my checks be payable to when depositing funds into Brex Cash?.

Our goal is to help businesses grow and develop, which is why we currently require incorporation for Brex accounts and don’t provide cash management for personal use. We may expand our scope in the future but at the moment, we’re focused on all-in-one finance for businesses. If you’re a Brex admin...

When an account is suspended, we review your current information and temporarily suspend transactions on your account. During this time, you’ll be limited to downloading your statements from your dashboard and won’t be able to transact on your Brex Cash account or cards.We appreciate your patience...

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...

To update the phone number associated with your Brex account, please contact Brex Support via live chat. 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 receipt...

The chat function is only accessible through your Brex dashboard under Support. You can also chat with our support team through the link at the bottom of every help article, after logging into your Brex account. If you don't yet have a Brex account, please complete the application to the best of...

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 relevant secondary address detailsMany cards are undeliverable as the secondary...

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...

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...

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...

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.