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What are the different Brex role types?

There are five different role types a user can have on Brex:
  1. Cash and Card Admin
  2. Card Admin
  3. Cash and Card User
  4. Card User
  5. Bookkeeper
Please 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 company’s current balance, amount available to spend, & statement period
  • Connect bank accounts to Brex
  • Make payments
  • Download statements & transaction reports
  • Request to change company billing address
  • Setup & manage company’s accounting software integrations
  • Re-categorize company transactions
  • Attach receipts to all company transactions
  • Add memos to all company transactions
  • View & redeem Brex Points
Cash Account Management:
  • Assign the Cash and Card Admin role
  • See Brex Cash statements
  • View Brex Cash balance
  • View Brex Cash account details
  • See all Brex Cash transactions
  • Add memos to Brex Cash transactions
  • Download Brex Cash statements & transaction reports
  • Send money from Brex Cash
  • Add funds to Brex Cash
  • See every payment made on Brex Cash
User Management:
  • See own monthly spend & user limit
  • Invite new users
  • Invite a Bookkeeper
  • Assign & edit user limits
  • Suspend & unsuspend users
  • Create and assign departments & locations
Card Management:
  • Have virtual & physical Brex cards
  • Issue new virtual & physical cards
----

Card Admin:


Card Account Management:
  • See all company transactions
  • See company’s current balance, amount available to spend, & statement period
  • Connect bank accounts to Brex
  • Make payments
  • Download statements & transaction reports
  • Request to change company billing address
  • Setup & manage company’s accounting software integrations
  • Re-categorize company transactions
  • Attach receipts to all company transactions
  • Add memos to all company transactions
  • View & redeem Brex Points
User Management:
  • See own monthly spend & user limit
  • Invite new users
  • Invite a Bookkeeper (only if Cash is not enabled)
  • Assign & edit user limits
  • Suspend & unsuspend users
  • Create and assign departments & locations
Card Management:
  • Have virtual & physical Brex cards
  • Issue new virtual & physical cards
----

Cash and Card User:


Card Account Management:
  • See own transactions
  • Download own transaction report
  • Re-categorize own transactions
  • Attach receipts to own transactions
  • Add memos to own transactions
Cash Account Management:
  • See Brex Cash statements
  • View Brex Cash balance
  • View Brex Cash account details
  • See all Brex Cash transactions
  • Add memos to Brex Cash transactions
  • Download Brex Cash statements & transaction reports
  • Send money from Brex Cash (with Admin approval only)
User Management:
  • See own monthly spend & user limit
  • Assign departments & locations to own transactions only
Card Management:
  • Have virtual & physical Brex cards
  • Issue own virtual & physical card
----

Card User:


Card Account Management:
  • See own transactions
  • Download own transaction report
  • Re-categorize own transactions
  • Attach receipts to own transactions
  • Add memos to own transactions
User Management:
  • See own monthly spend & user limit
  • Assign departments & locations to own transactions only
Card Management:
  • Have virtual & physical Brex cards
  • Issue own virtual & physical card
----

Bookkeeper:


Card Account Management:
  • See all company transactions
  • Download statements & transaction reports
  • Setup & manage company’s accounting software integrations
  • Re-categorize company transactions
  • Attach receipts to all company transactions
  • Add memos to all company transactions
Cash Account Management:
  • See Brex Cash statements
  • View Brex Cash balance
  • View Brex Cash account details
  • See all Brex Cash transactions
  • Add memos to Brex Cash transactions
  • Download Brex Cash statements & transaction reports
  • See every payment made on Brex Cash

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