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:
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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:
Card Management:
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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:
Card Management:
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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