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Account & User Management


Brex Admins are able to manage their employee spend by creating expense policies, sending automatic reminders to employees who need to take action, and reviewing all out-of-policy transactions in their dashboard. Expense policy To create and manage your company’s expense policy, follow the steps...

Welcome to Brex, and congratulations on getting your corporate card and cash account! The following guide will walk you through instructions that will ensure you are getting maximum value from your Brex account. Please see the relevant section below for Card Cash. Brex Card Setup Step 1: Get...

Welcome to Brex, and congratulations on getting your corporate card! The following guide will walk you through instructions that will ensure you are getting maximum value from your Brex account. Step 1: Get started with your virtual card Upon activating your account and logging in for the first...

Brex is unique in that its credit model is flexible enough to underwrite many businesses that have limited operating history, revenue, or profitability. In order to give our customers the highest credit limit possible, our underwriting model relies on maintaining visibility into a company’s cash...

To close your Brex account, please reach out to our support team. Before contacting us, please follow these steps: Step 1: Migrate any recurring charges to another form of payment Step 2: Redeem any Brex points you have accrued as a statement credit Step 3: Initiate a payment for your outstanding...

Brex Admins are able to free up more spending room in the following ways. Option 1 - Make an early payment Please read How do I make a payment to Brex? for instructions on how to pay off your statement balance early. Option 2 - Redeem points for a statement credit If you are on Brex Exclusive...

Brex Admins are able to track how much they have spent in their current statement period by following the steps below: Step 1: Click on the Company transactions tab on the left-hand side of the Brex dashboard Step 2: On the top left-hand side, look under Current balance and Current statement As a...

Brex Admins can create, edit, and delete departments by following the steps below: Step 1: Click on the Team tab of the left-hand menu bar of the Brex dashboard, and click on Departments Step 2: To add a department, click on Add Department on the top right-hand side Step 3: Here, you can assign a...

Brex Admins can create, edit, and delete locations by following the steps below: Step 1: Click on the Team tab of the left-hand menu bar of the Brex dashboard, and click on Locations Step 2: To add a location, click on Add Location on the top right-hand side Step 3: Here, you can assign a name and...

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 physical address, billing address, and the cash beneficiary address (if your business has a Brex Cash account). The cash beneficiary address is the...

To check that your SMS notifications are turned on or off, follow the steps below: Step 1: Click on Settings on the bottom left-hand of the Brex dashboard Step 2: On the Notifications tab, find the SMS notifications section and toggle to select on or off Please read How do I manage notifications on...

To reset your password from the dashboard, please follow the steps below: Step 1: Click on Settings on the bottom left-hand of the Brex dashboard Step 2: Under the Personal tab, Find Password and click on Reset

There are five different role types a user can have on Brex: Cash and Card Admin Card Admin Cash and Card User Card User BookkeeperPlease see the relevant section below to learn more about the permissions of each one. Cash and Card Admin: Card Account Management: See all company transactions See...

Your company's credit limit is the amount that your company can spend as a whole within your statement period. This limit is dynamic by design and is adjusted on a regular basis depending on a company's spending patterns and cash balance. Your user limit is the amount that you are able to spend as...

A company’s credit limit is dynamic by design and is adjusted on a regular basis depending on a company's spending patterns and cash balance. For this reason, it is not explicitly displayed on the Brex Dashboard. Brex Admins can check what their company’s limit is at any given time by following...

We understand there may be months you need to spend more than your credit limit allows. There are a number of ways that you can request a higher credit limit. Please reference the relevant section below. Tech/Life sciences: Credit limits are dynamic by design and are adjusted on a regular basis...

If you are unable to login to your Brex account, please try the steps in the relevant section below. Option 1 - via the Brex dashboard Step 1: If you are trying to access the dashboard via a bookmark saved on your browser, try clicking on Sign In on brex.com instead Step 2: Clear your browser cache...

We are standing by to help and listen. Please reach out with any questions or feedback! Customer Support: Hours: 5am-12am PST weekdays and holidays, 5am - 10pm PST on weekends Phone number: (833) 228-2044 Email: support@brex.com Help Center: https://support.brex.com/ Sales: sales@brex.com Rewards...

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Brex Admins are able to invite as many new users as they’d like following the steps below: Step 1: Expand the Team tab and click on Users and cards on the left-hand side of the Brex dashboard Step 2: On the top right, click on Invite user Step 3: Enter the requested information and select the role...

If you're unable to add a user, you will see this error message: If you're seeing the error message above, it means this email is already associated with a different Brex account. You can resolve this by choosing one of the following options. Option 1 - Use an email alias to invite this user If...

Yes! 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 Cash accounts. A user with the Bookkeeper role will not be able to send money out of the Cash account. Important note: Card Admins will only be able to...

As a Brex Admin, you are able to suspend/unsuspend users at any time by following the steps below: Step 1: Expand the Team tab and click on Users and cards on the left-hand side of the Brex dashboard Step 2: Search for the cardholder using the search bar; when the user's name appears in the search...

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 support@brex.com (from the email currently on file) or live chat with us on our website so that we can update your account on our end. Once...

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: Expand the Team tab and click on Users and cards on the left-hand side of the Brex dashboard Step 2: Search for the cardholder using the search bar; when the...

Brex Admins are able to update their team member's role type by following the steps below: Step 1: Expand the Team tab and click on Users and cards on the left-hand side of the Brex dashboard Step 2: Search for the cardholder using the search bar; when the user's name appears in the Active search...

Your user limit is the amount that you are able to spend on a monthly basis. It will reset on the 1st of every month. To check what your user limit is and how much you have spent, follow these steps: Step 1: Click on the Transactions or Your Cards tab on the left-hand menu bar of the Brex...

If your team's Admin has created a new user account for you, you will 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 your account has been activated, you will be re-directed to...

Currently, the only way to update the phone number associated with your Brex account is to contact our support team. Send a phone number update request to support@brex.com (from the email currently on file) or live chat with us on our website so that we can update your account on our end. Once...