What are the different Brex role types?
There are five different role types a user can have on Brex:
- Cash and Card Admin
- Card Admin
- Cash and Card User
- Card User
- 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
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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
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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)
- See every payment made on Brex Cash
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
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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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