What are the different Brex role types?
Cash and Card Admin:
- Ability to have Brex cards (both virtual and physical)
- Ability to add funds to Brex Cash
- Ability to send money from Brex Cash
- Ability to make payments
- Ability to download statements and transaction reports
- Visibility over every card transaction made by any team member
- Visibility over every payment made on Brex Cash
- Visibility over their own 30-day spend and limit
- Visibility over their team's spend, the available to spend, and statement period
- Visibility over Brex Cash statements
- Can connect bank accounts to Brex
- Can request to change the billing address for the account
- Can invite new team members of all role types
- Can set and change user limits and roles for each team member
- Can disable/re-enable a user
- Can set up and manage a company's accounting software integrations
- Can re-categorize any transaction made by any team member
- Can upload receipts to any transaction made by any team member
- Can create departments and locations
- Can view and redeem Brex Points
Card Admin:
- Ability to have Brex cards (both virtual and physical)
- Ability to make payments
- Ability to download statements and transaction reports
- Visibility over every card transaction made by any team member
- Visibility over their own 30-day spend and limit
- Visibility over their team's spend, the available to spend, and statement period
- Cannot see Brex Cash transactions
- Cannot send money from Brex Cash
- Cannot add funds to Brex Cash
- Can connect bank accounts to Brex
- Can request to change the billing address for the account
- Can invite new team members to Card Admin and Card User roles
- Can invite Bookkeeper role (only if Cash is not enabled)
- Can set and change user limits and roles for each team member
- Can disable/re-enable a user
- Can set up and manage a company's accounting software integrations
- Can re-categorize any transaction made by any team member
- Can upload receipts to any transaction made by any team member
- Can create departments and locations
- Can view and redeem Brex Points
Card User:
- Ability to have Brex cards (both virtual and physical)
- Visibility over their own card transactions
- Visibility over their own 30-day spend and limit
- Can upload receipts associated with their own transactions
- Can issue themselves new virtual cards and one physical card
Bookkeeper:
- Cannot have Brex cards
- Cannot make payments on Brex Cash
- Visibility over every card transaction made by any team member
- Visibility over every payment made on Brex Cash
- Ability to download statements and transaction reports
- Can set up and manage a company's accounting software integrations
- Can re-categorize any transaction made by any team member
- Can upload receipts to any transaction made by any team member
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