Onboarding Guide for Brex Card Admins

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 time, you will automatically be issued a Brex virtual card. You can begin using this card right away by navigating to the Your Cards tab and selecting the virtual one. Simply click on the card details to copy the information.

If you use Apple Pay, Google Pay, or Samsung Pay, remember to add it to your wallet!

Step 2: Activate your physical card

You should also have been given the opportunity to opt-in for a physical Brex MasterCard. Your card can be shipped anywhere within the United States, and will arrive in 5-7 business days. To learn more about how you can activate it once it arrives, click here.

Step 3: Create departments and locations

Before you start inviting new users to join your Brex account, head over to the Team tab to create departments and locations (if applicable).

Step 4: Invite new users

You’re all set to navigate to the Users and cards tab, where you will be able to invite your team members to join Brex - it takes about 10 seconds per new user! Click on the top right corner to get started; you will have the opportunity to assign each user to a department, location, role type, as well as a monthly spending limit.

Upon accepting their invitation via email, your team members will gain access to the dashboard, a virtual card, and a physical card (if desired).

Step 5: Integrate your accounting software

Brex integrates directly with QuickBooks Online, Xero, Expensify, and NetSuite to enable automatic reconciliation (which may save your finance team many hours per month).

Please find integration setup and management instructions here:

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To learn more about other important features available to you on the Brex dashboard, please read below:

Credit Limit:

Your credit limit is the total amount your entire team — across all of your cards — can spend during a given 30-day statement period. You can see what your company’s credit limit is by navigating to the Company transactions tab and looking at the top left-hand side. Please read the articles below for more information on your credit limit:

How can I request a higher credit limit?

When my team hits our credit limit, how do I free up more spending room?

Dashboard Permissions:

Brex account Admins have full permissions, and are able to:

Invite team members to get cards
Manage users and limits
Set up and manage third-party software integrations
View company-wide metrics, including all transactions
Export statements
Initiate payments

Brex Rewards:

Brex Rewards is the most valuable card rewards program on the market and is specifically tailored for growing companies.

As a company that uses Brex as their primary corporate card, you will qualify for Brex Exclusive, where your team earns points with every transaction. To view the different rewards multipliers, click here.

Your points can then be redeemed for statement credit, travel benefits, or miles. To learn more about points redemptions, please read What can Brex points be used for?

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For additional questions please contact Brex Support and we will be happy to help.

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/

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