3. Invite your team to Brex
Invite users
Now, you’re ready to start adding your team to Brex.
Step 1: Navigate to the Teams page, accessible from the left-hand navigation menu.
Step 2: Select Invite > Invite by Email from the lower right-hand corner.
Step 3: Add your user’s details. You can add departments and locations from the Teams page.
Step 4: Choose the user role you want to assign to each new user. You will also have the option to toggle on or off their ability to spend on a card, submit reimbursements, or manage bills.
Overview of user roles at Brex
Learn more about user roles by visiting this help center article.
Employee
(Recommended for most employees) Employees can view their own card transactions, add receipts, memos, and reassign them to different spend limits. They can create a virtual card and request a physical card after a spend limit has been assigned to them. Can view and create bill drafts.
Card admin
(Recommended for managers) As a Card admin, you’ll have complete access to your company’s Brex account and overall account settings, with the exception of the Brex business account. Card admins can invite team members, view transactions, create expense policies, issue spend limits, and approve limit increase requests. Can view, manage permissions, create and approve bill drafts.
Account admin
(Only available with Brex business account) Account admins with a Brex business account have full access to both cards and Brex business account, including viewing transactions, making mobile deposits, initiating transfers, and managing user permissions. They can also create expense policies, and handle limit increase requests. Can view, manage permissions, create and approve bill drafts.
Bookkeeper
Bookkeepers can manage a company’s accounting, download statements, and download transaction reports. They’ll have read-only access to some records in your Brex account, such as Brex business account information, but cannot make changes to account or user settings. By default, bookkeepers don’t have cardholder capabilities, though an account or card admin can enable this for them. Can view and create bill drafts.
AP clerk
An AP clerk has visibility into the Brex business account, where you’ll be able to see statements, account details, and all Brex business account transactions. You won't be able to add funds to your Brex business account but, with admin approval, you can send outbound transfers.
For card transactions, you'll only have visibility into those made on your own cards. You can add receipts and memos to these transactions, as well as re-categorize them if you’d like.
You can issue yourself virtual cards for spend limits assigned to you, as well as a physical card. While you won't have the ability to see your overall account limit, you can view the limits of the spend limits assigned to you, and can always see your personal spend. Can view and create bill drafts.