4. Invite your team to Brex
Invite users who have been added via HRIS, CSV, SCIM
Now, you’re ready to start adding your team to Brex. Once you have added users via one of the methods above, you can invite users via the Team page by clicking ‘invite’. When inviting, you must choose a role to assign that user(s) to, from one of the roles below.
Invite users via email
Step 1: Navigate to the Team 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 Team 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.
Set-up auto invite settings
To help streamline the user invitation experience, you can set up rules to automatically invite new employees once they’ve joined your HRIS/SCIM or been uploaded via CSV. You can enable this setting by going to Team > Manage next to your connected HRIS, then clicking Auto-invite settings.
Alternatively, click Invite next to User Invite > Auto Invite. Here, you can create an invitation rule and designate the role type of users based on their department, location, cost center, legal entity, or title. This triggers invitation emails to be sent to any user in your HRIS, SCIM, or CSV with a Not invited status, so long as they match your selection criteria. If you no longer want users auto-invited, you can turn off this feature on your Team page.
Overview of user roles at Brex
Learn more about user roles by visiting this help center article.
Employee
Employees can view their own card transactions, add receipts, memos, and assign different spend limits to their cards. They can order a physical or virtual card during onboarding. (Recommended for most employees).
Card admin
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.
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, approve bill payments, and handle limit increase requests.
Bookkeeper
External bookkeepers can have read-only access to the records in the Brex account; such as statements and ERP integration without the ability to make changes to the account settings or settings of other users. By default, they cannot have cards assigned to them.
User management admin
The user management admin is a role type designed for those in your company who’ll be managing other users or employees. They’ll be able to set up organizations, invite and manage users, and manage the access of non-admin users. In general, they’ll be able to view and customize anything in your Team and Integrations tabs. Unlike the other admin role types, user management admins won’t be able to view high-level account information, such as billing and bank connections.