Brex Logo
Account & User Management/

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

Still can't find what you're looking for? Chat with us.