# Help Center Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support --- ## Popular Articles ### [How Brex credit limits work](https://www.brex.com/support/brex-credit-limits) Brex is built to be your financial platform at every stage of growth. Whether you're just getting started, entering the Commercial or Upmarket space, or leading a global Enterprise, our solutions scale with you to manage the increasing complexity of your finances. This approach helps you spend smarter and move faster, with clear insights and high limits available quickly. ## Overview Brex is built to be your financial platform at every stage of growth. Whether you're just getting started, entering the Commercial or Upmarket space, or leading a global Enterprise, our solutions scale with you to manage the increasing complexity of your finances. This approach helps you spend smarter and move faster, with clear insights and high limits available quickly. To provide a credit limit that meets your growing needs, our underwriting process adapts to your unique business model and financial characteristics assessing your company based on the metric that best reflects its strength — be it your cash balance or your sales and performance. The information below can help you understand your Brex credit limit. ## What determines your Brex credit limit The credit limit for your Brex card account is determined based on either cash-based underwriting and/or revenue-based underwriting. In order to unlock higher limits, we recommend providing complete financial information. We’ll underwrite your account based on one or a combination of the following: - **Connected bank funds:** Available for accounts making monthly payments. - **Bank statements:** Available for accounts making monthly payments (If you can’t connect your bank account). - **Brex business account funds:** Required for daily payments and available for qualified accounts making monthly payments. - **Financial statements:** Available for accounts making monthly payments. ### Connected bank funds Brex uses Plaid or Finicity to **securely** and **seamlessly** connect to your bank accounts so we can view account transactions and balances. Connecting your bank accounts gives us a complete picture of your financial profile, which we use to determine your credit limit. The best way to unlock the highest credit limit is to: 1. Securely connect all bank accounts where you hold cash (our system can see your full financial strength) 2. Maintain a strong payment history by paying your balance on time Account and card admins can update bank connections or add new ones [from your Brex dashboard](https://dashboard.brex.com/?should-connect-bank=true/). Plaid or Finicity support many bank accounts. **Note**: If you maintain cash at multiple financial institutions that you cannot connect to Brex, providing us with statements for each account helps us give you the highest limit possible. Upload your two most recent monthly statements for additional accounts [through this secure file uploader](https://www.brex.com) or the [Financial documents](https://dashboard.brex.com/settings/financial-documents) page in your Brex dashboard. ### Bank statements If you run into issues with connecting your bank account, we can provide a solution by accepting bank statements instead of an account connection. Similar to connected bank underwriting, we use bank statements to access your cash balance to understand your company’s financial health and determine your limit. We accept statements that meet these criteria: - Statements must be official bank PDFs; no screenshots or scanned copies will be accepted. - Two or sometimes three full months of statements are required each time a new account is introduced. If you’d like to see instructions on how to upload bank statements, please read [this help article](https://www.brex.com). ### Financial statements We may review financial statements including income statements and balance sheets to evaluate cash flow and growth trends. These statements give our underwriting team a comprehensive view of your company’s financial position, including liquidity, profitability, and leverage metrics. Based on this data, we can assign a credit limit that reflects your company’s scale and financial strength. You may submit standard financial documents, including: - Balance sheets - Income (profit & loss) statements - Cash flow statements For more information on financial statement underwriting, please read[ this help article](https://www.brex.com) ## Limits by account type Please read the relevant section below, which will outline how your credit limit is determined for your Brex card based on your product type. To determine limits with our monthly payments product, we consider your current cash balance, cash flow, and overall financial performance. As your cash balance, cash flow, or financial performance changes, your available limit may change accordingly. By default, payments to settle your statements are due monthly. If you have a Brex business account in addition to a card with monthly payments, you can switch between a monthly payment cycle and a daily payment cycle. Your autopay account can be any linked bank account, including Brex business accounts. If your account makes monthly payments, you're eligible to redeem Brex points for a variety of options listed in[ this article.](https://www.brex.com) For Brex cards with daily payments, limits are based on the aggregate balance of your Brex business account across your primary checking, treasury, and vault accounts. Payments to settle your statement are due daily. If your account makes daily payments, you’re eligible to redeem your Brex points for a variety of options listed in[ this article.](https://www.brex.com) Brex previously offered cards with net 60-day payments to certain customers. Grandfathered accounts may maintain their net 60-day statement periods, but otherwise, Brex no longer supports net 60-day payments. For accounts that have been grandfathered into this product, your Brex card limit is directly related to your estimated revenue reported in your accounts that are connected to Brex. Your limit depends on the balances of connected bank accounts and/or bank/financial statements, as well as any connected ecommerce platforms such as Amazon or Shopify. ## Credit limit increases Brex continuously monitors your credit limit to provide the best possible experience. Your credit limit is designed to remain stable and predictable, provided you maintain the following: - Strong payment history - Ongoing financial visibility (via connected bank accounts or updated statements) If your financial profile indicates you qualify for a higher limit, Brex will proactively reach out for an increase. To learn more about requesting limit increases, [please refer to the article here.](https://www.brex.com) ## Disclaimer _The information you provide is used solely for credit evaluation. Brex treats this data as confidential and complies with rigorous privacy and data handling policies._ Credit limits are calculated in part by Brex’s ongoing account-specific determination of risk. These credit limits are subject to change at any time at our sole discretion in accordance with our rights outlined in the Platform Agreement. --- ### [Two-factor authentication (2FA)](https://www.brex.com/support/two-factor-authentication) Two-factor authentication (2FA) is an extra layer of security that prevents unauthorized access to your account. ## Overview Two-factor authentication (2FA) is an extra layer of security that prevents unauthorized access to your account. 2FA is achieved by either setting up SMS authentication or installing a general-purpose authenticator app on your mobile device. 2FA is required for all Brex users. **We recommend using an authenticator app (see examples below). Authenticator apps provide greater security than SMS, and can be used without a working cell network.** Brex doesn’t require installation or download of a browser extension to access your account. You should always exercise caution when installing browser extensions. **Note:** Brex will never call you asking for your 2-Factor Authentication (2FA) code or any one-time passcode. ## How it works When you sign in to Brex using 2FA, you’ll receive a prompt to provide a verification code in addition to your password. Brex offers two ways to receive a code: - **[Recommended]** Authenticator app (e.g., Google Authenticator, Twilio Authy, Okta, Duo, 1Password) - SMS text message Please read the relevant section below to either set up 2FA for the first time or switch from one method to the other. **Note:** If you’re using SSO as your preferred sign-in option, you won’t need to complete 2FA during sign-in. ## Setup **Note:** When setting up 2FA, step-up authentication may open a pop-up window to confirm your identity. Make sure pop-ups are allowed for the Brex dashboard, or 2FA setup may fail. **Step 1:** Download an authenticator app. - Google Authenticator: [iPhone](https://itunes.apple.com/us/app/google-authenticator/id388497605?mt=8/), [Android](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en/) - Twilio Authy: [iPhone](https://apps.apple.com/us/app/twilio-authy/id494168017/), [Android](https://play.google.com/store/apps/details?id=com.authy.authy&hl=en/) - Okta: [iPhone](https://apps.apple.com/ca/app/okta-verify/id490179405),[ Android](https://play.google.com/store/apps/details?id=com.okta.android.auth&hl=en_US&gl=US) - Duo Mobile: [iPhone](https://apps.apple.com/us/app/duo-mobile/id422663827https://apps.apple.com/us/app/duo-mobile/id422663827),[ Android](https://play.google.com/store/apps/details?id=com.duosecurity.duomobile&hl=en_US&gl=US&pli=1) **Step 2:** After downloading your app of choice, ensure that your device's date and time settings are configured to _Automatic_ mode. Authenticator apps generate 2FA codes using the current time on your device, so if the time is set incorrectly, the wrong code will be generated. **Step 3:** Click your company name at the top left of your dashboard and go to _Personal settings > Security and privacy._ **Step 4:** Under _Personal_, find _Two-factor authentication_ and click _Change method_. **Step 5:** Choose _Authenticator app_ and click _Continue_. **Step 6:** Open your authenticator app and use it to scan the QR code, then click _Continue_. **Note:** If you can’t scan the QR code, choose manual entry on your app, and enter the code shown on the screen. **Step 7:** Enter the six-digit code from your authenticator app and click _Continue_ (the code typically expires after 30 seconds). **Step 8:** Copy or download the recovery codes and save them in a secure place, then click _Continue_. Once 2FA is enabled, it cannot be disabled. **If you ever lose your phone, you can use your recovery codes to sign in to Brex. Each recovery code can be used once.** If you do not have access to your recovery codes, you can contact your admin to receive a one-time recovery code via email. **We strongly recommend using an authenticator app, as this provides greater security and does not require a working cell network to use. However, if you prefer to use SMS messaging, please follow these instructions. Step 1:** Click your _c_ompany name at the top left of your dashboard and go to _Settings_. **Step 2:** Under _Security and privacy_, find _Two-factor authentication_ and click _Change method_. **Step 3:** Choose _Text Message_ and click _Continue_. **Step 4:** Enter the phone number you want your code sent to and click _Continue_. This phone number will replace any existing phone number on your account and will be used for customer communications and fraud prevention moving forward. **Step 5:** Enter the six-digit code sent to your phone number and click _Continue_ (the SMS code will typically expire after three minutes). **Note:** Once 2FA is enabled, it cannot be disabled. **If you don’t receive your SMS code, your admin can generate a one-time recovery code via email.** ## Reset 2FA If your 2FA code has stopped coming through, you or your admin can reset your 2FA method Please contact your Brex admin to reset your 2FA. If a member of your team is unable to access their account as their phone number has changed, admins have the ability to send a 2FA recovery code by email. To do so, please follow the steps below: **Step 1:** In your Brex dashboard, go to _Teams._ **Step 2:** Click on the user who needs to have their 2FA reset. **Step 3:** Click _User actions_ > _Send 2FA recovery code_ > _Send code_. This will send an email to the address your employee has on file that includes the recovery code and instructions to reset their 2FA settings. This code will only be valid for 2 hours. To complete the 2FA reset and to ensure that their 2FA is reset moving forward, the user will need to follow the setup steps listed above. --- ### [Submitting bank statements for your credit limit](https://www.brex.com/support/bank-statement-underwriting) Statement underwriting is an alternative way for us to underwrite your account limit if you cannot/choose not to connect your bank account. It involves downloading a statement from your bank and manually uploading it to Brex. ## Overview Statement underwriting is an alternative way for us to underwrite your account limit if you cannot/choose not to connect your bank account. It involves downloading a statement from your bank and manually uploading it to Brex. We’ll then base your limit off of the account balance reflected in the statement. We allow accounts to move to statement underwriting on a case-by-case basis, often for scenarios such as these: - Your bank is not supported by Brex. - You're having persistent issues connecting your bank to Brex. - You prefer not to connect your bank to Brex. You can also move to statement underwriting temporarily If you're having issues connecting your bank. ## Statements we can accept Before making the switch to statement underwriting, you’ll want to make sure that your bank issues statements in a format that we can accept. In order to be used for underwriting purposes, these statements should be: - **Complete**: Statements with missing pages will not be accepted. - **Unaltered**: No redacted info and markups such as highlighting or commenting. - **In PDF format**: Screenshots, spreadsheets, scanned copies, or activity reports will only be considered in exceptional cases. - **From business accounts only:** Personal bank accounts will not be accepted. - **From domestic bank accounts only** and with funds denominated in USD. Outside of standard bank statements, we also accept these formats: - Consolidated statements (i.e. one single PDF that contains multiple accounts): - These will be accepted as long as each account satisfies our general guidelines. - Certificates of deposits: - These are also accepted as long as their maturity is <1 year old. ## Getting started If you qualify for a move to statement underwriting, our support team will need to set it up for you. Please reach out with the following documents, depending on your company type: **Note:** The minimum cash balance requirements and/or monthly sales requirements will also increase with this alternative option. ## Submitting statements Once you're approved for this alternative, we’ll email your Account and Card admins when we require them to upload statements. Once you receive a notification, you can take action by either tapping the notification directly or going to your dashboard to upload documents. **Step 1:** Click your name in the top left of the dashboard and select _Statements and documents_ **Step 2:** Select Bank Statements on the left pane > Add documents. **Step 3:** Click Upload documents to follow the prompts to upload new documents. Moving forward, you’ll use this same page in your dashboard to upload the most recent month’s statements. Please make sure to upload statements at the requested cadence. Since we base your limit on your company’s cash balance, we cannot maintain your credit limit if we don’t receive the required statements for an extended period of time. If you’re unable to connect your bank to your Brex account, we may instead ask you to manually submit statements. You can upload your most recent statements at any time by clicking your name in the top right corner of your dashboard > _Statements and documents._ **Note:** If this is your first time uploading statements for this bank account, you’ll be asked to upload the 2 most recent bank statements for your bank account(s). Moving forward, please continue uploading your statements to your dashboard in this location when requested. We’ll also send reminder emails to account or card admins with secure upload links. --- ### [Brex travel car bookings](https://www.brex.com/support/brex-travel-car-bookings) After enabling Brex travel on your account, all employees with access to travel spend limits will have the ability to book a trip. ## Booking a trip After enabling Brex travel on your account, all employees with access to travel spend limits will be able to book a trip. If provisioned by an account or card admin, employees may also use their employee card limit. Depending on the settings put in place by your admin, you might be able to use a personal card for bookings and request reimbursement later. Otherwise, the card assigned to your limit will be used as a payment method. **Note:** Per our Platform Agreement, Brex travel can only be used for business-related travel. You cannot book Black car service or premium transportation—such as limousines, professional chauffeurs, etc.—using Brex travel. ### Rental cars **Step 1:** In your Brex dashboard or mobile app, click _Trips_ > _Add new trip_ (if there is no existing trip) or _Add booking_ (if there is an existing trip). Go to the _Cars_ tab_.._ **Step 2:** If you want to book for a guest (an individual who isn’t a member of your Brex account), change _Booking for myself_ to _Book for a guest_ using the dropdown arrow. **Step 3:** Go to the _Cars_ tab and fill in the trip details, such as location and dates. **Step 4:** Select your limit under the _Book with_ dropdown menu and click _Search._ **Note:** If there is no travel spend limit listed, click _Request a spend limit_. Once your request is approved, you can use that spend limit to book travel. **Step 5:** Search by places, cities, and more. Fill in the required fields. Checking the box _Return to the same location_ will make the dropoff location the same as the pickup location. **Step 6:** Click _Select_ on the car you want. Review your booking details including the car’s cancellation policy and loyalty. If you choose to book on behalf of a guest traveler, fill out their information here. **Note:** The payment method entered at checkout is used only to secure the booking. Actual payment will be taken at the time of pickup. Depending on the settings put in place by your admin, you might be able to use a personal card and request reimbursement later. Otherwise, the card assigned to your limit will be used as a payment method. **Step 7:** Select _Reserve_ to confirm your car booking. Once your car is booked, you can add a flight and/or hotel to your trip by clicking _Add another reservation to the trip._ **Disclaimer:** _Rental agencies require that the primary driver of the rented vehicle present a physical credit card for payment that matches the driver's name as it appears on their license. Therefore, car rentals cannot be paid with a credit card at the time of booking and drivers should plan to present their credit card, issued in their name, to the rental agency at pickup. Rental agencies will typically place a hold on the card for the cost of the rental, plus any insurance. Contact your rental agency to find out about any additional costs. If you choose to book a rental car with a personal card, we recommend using a personal credit card instead of a personal debit card. If you book with a debit card, a hold could be placed on your card or it could be denied based on the rules of the rental agency. If you do book with a debit card, please ensure that you review the terms and conditions as well as confirm that the funds linked to your debit card can cover the entire booking._ Brex does not provide rental car insurance. If you pay for a rental with an eligible Brex Mastercard, you may be eligible for Mastercard’s MasterRental Insurance Coverage. This coverage is offered and administered solely by Mastercard, not Brex. For full eligibility requirements, exclusions, and claim instructions, see [Mastercard’s MasterRental Insurance Coverage](https://www.brex.com). ### Rideshares Brex offers connections with the popular rideshare apps Lyft and Uber within our mobile app. These connections enable you to quickly request rides alongside viewing your trip details. **Step 1:** In your Brex mobile app, select _Trips_. On your day of travel, find and select your current trip. **Step 2:** Select either Uber or Lyft for your ride. Once your preferred application is selected, the rideshare app will open, where you can view ride details and request a ride. ## Comparing Prices To compare prices, you can filter by the car rental company that you would like to compare. Select the same pickup and drop off time. Wait until checkout, at which point prices will be updated, to compare. ## Viewing booked trip details You can view upcoming and past trips you’ve booked in your Brex dashboard or app. Outside of your own personal trips, managers can also view trips they manage as a spend limit owner in the dashboard, while account, card, travel admins, and any other users with the [specific product capability](https://www.brex.com) can view all booked trips across your organization. You can view your upcoming and past travel arrangements in your dashboard under your _Trips_ tab. Use the filters at the top of the page to help you find a specific trip. If you’re an account, card, travel admin, spend limit manager, or a user with the [specific product capability](https://www.brex.com), you’ll have additional search options such as trips by user. When you find the trip you’re looking for, click on it for additional details. Account, card, travel admins, and any other users with the [specific product capability](https://www.brex.com) can view reports by clicking _Reports_ from within the _Travel_ tab, then click _Travel_. This includes information about booked travel spend, and policy compliance. You can view your travel arrangements in your Brex app by tapping _Trips_ at the bottom right of your screen. Tap between _Upcoming, Drafts, Past,_ and _All_ to view trips in different statuses. ## Travel policy rules and management Your policy is a set of rules that a manager, account admin, card admin, or travel admin can set for booking travel with Brex. Policy admins can set up spending rules that flag travel-related merchant and category expenses (such as car rental) for review if they’re over a certain amount. Admins and any other users with the [specific product capability](https://www.brex.com) can customize rules. ### Specify maximum spend _Specify maximum spend_ under the car rental policy allows account, card, and travel admins to set the average daily rate, including taxes and fees, that will trigger a review. Maximum spend rules can be configured by toggling the _Specify maximum spend_ button on. Example: Car rentals costing more than $100 a day will require the expense to be reviewed. ### Specific vehicle classes Set the type of car rental that, when booked, will trigger the expense to be reviewed. _Car class_ can be used to define a travel policy. Car classes include economy, mini, compact, mid-size, standard, premium, luxury, sport, pickup, and many more. You can also exclude allowed car class rules. Example: Car rentals in which the car class is not one of "economy," "standard," "mini," "compact,” or "mid-size" will require the expense to be reviewed. ## Manage policy **Step 1:** Create a policy. **Step 2:** Under _Add categories_, click _Car rental_ > _Customize_. **Step 3:** (Optional) Select the _Booking policy enforcement_ - **None:** There will be no users on the booking approval chain. - **Notification:** Users in the approval chain will be notified of out-of-policy bookings. They will be able to cancel those bookings if needed. - **Approval:** Users in the approval chain will be asked to review out-of-policy bookings. If not approved, the booking will be automatically canceled after a few hours. **Step 4:** (Optional) Toggle _specify maximum spend_ and enter the dollar amount. **Step 5:** (Optional) Toggle _specify vehicle class_ and choose whether you’d prefer a compact, standard, convertible, economy, full size, luxury, mid size, mini, or minivan. **Step 6:** (Optional) Toggle _maximum spend limit outside of Brex travel_ and enter the dollar amount of expenses equal or above the amount you entered to require review. **Step 7:** (Optional) Toggle _specify by merchant_ and enter the merchant name in the dropdown. Choose between _Allow_ or _Review_ under the smaller dropdown. Under _What about all other merchants?_ select either _Review_ to require review for all other spending, or _Allow_ to allow spending with other merchants in this category. **Step 8:** (Optional) To add a note, enter in your note in under 250 characters or less. **Step 9:** Click _Update & review_ > _Next_ > _Save_**.** ## Modifying trips ### Change rental cars If you need to make a change to your rental car reservation, cancel your existing booking and make a new one. **Note:** Changes can no longer be made through Brex once you have picked up the rental car. If you need to make a change to the reservation after pickup date/time, please contact the rental car provider directly. ## Canceling your trip **Note**: You cannot transfer your booked arrangements to another person. Most rental car reservations are not paid until pickup and, unless otherwise stated, can be canceled prior to pickup without penalty within your Brex app or dashboard. If you need to cancel your rental car booking on or after the pickup date and time, please contact the rental car provider directly. If you can't cancel your rental car on your own, or if you’d like help from a travel agent, please contact Brex travel support. --- ### [Brex Community](https://www.brex.com/support/brex-community) Brex Community is a platform where all Brex users can connect in one digital space. It was built to foster customer connections and provide a space for customers to share feedback with Brex. Your engagement will help us identify areas of improvement and ensure that the platform is a valuable resource for customers like you. ## Overview Brex Community is a platform where all Brex users can connect in one digital space. It was built to foster customer connections and provide a space for customers to share feedback with Brex. Your engagement will help us identify areas of improvement and ensure that the platform is a valuable resource for customers like you. ## Register for Brex Community Any active user on a Brex account can join the Brex Community by following these steps: **Step 1:** Go to [Brex Community](https://community.brex.com/register) and click _Register_ in the top right. **Step 2:** Fill out the registration form using the email address associated with your Brex account. **Step 3:** Once you complete the registration form, your community profile will be confirmed within one business day. ## Using community support Our [support forum](https://community.brex.com/category/support/discussions/support-forum) is a great place to find tips for using Brex, and our [community](http://community.brex.com) can be a helpful resource for answering questions. **Note:** When participating in the Brex Community, please remember to communicate kindly and respectfully. ## Community discussions The Brex Community discussion forum is a space where you can connect with other Brex customers. By participating in the community, you can seek answers to your questions or offer up your own experiences, insights, and solutions. If you want to go a step further, consider joining [Brex Blazers](https://www.brex.com), our customer advocate program. ## Posting ### Creating a new post Before you post, you can use the search feature to see if your question has already been asked and answered. If you do find an existing post about your question, feel free to share your own experience to help other community members. If you can’t find any existing threads about your topic, you can create a new post by following these steps: **Step 1:** Draft a clear and concise title that summarizes your issue or question. **Step 2:** Provide detailed information in the body of your post. Include relevant context, steps you've taken, and any error messages. **Step 3:** Use [our recommended formatting](https://community.brex.com/kb/using-the-community/contributing-to-the-community/4) to enhance readability. Bullet points, numbered lists, and code formatting can be helpful. **Step 4:** Respond promptly to any follow-up questions or requests for clarification from other users or moderators ### Using @ mentions The community supports two types of @mention capabilities — **user mentions** and **content mentions** — that let you tag other community members and community content within a post. You can use a content mention to link specific posts within the body of a message. This lets you embed a link to other community content quickly. **Step 1:** Type the @ symbol and any keywords in the subject or body of the message you want to link to. You can enter multiple words, so long as all words are in the subject and/or body. **Step 2:** As you type, search results appear in the pop-up. Click on the entry you want to tag. ![HC - Brex Community 01](https://brand.brex.com/transform/8dce8f29-cc7a-4f87-9207-821b3816ebb0/HC-Brex-Community-01) **Step 3:** When you select an item in the list, the post’s subject is highlighted with a hyperlink in the body of your message. **Note:** When content is mentioned in posts, authors are sent email notifications. User mentions let you call out specific users in your post and invite them to join the conversation. Here is how to @mention a user within a post: **Step 1:** After you click _Reply_, type the “@” symbol followed by their username. For example, to mention the admin, type “@admin.” **Step 2:** A pop-up menu appears with matching names as you type. You can continue typing the name or select a name from the list. **Step 3:** If successfully entered, the mentioned username will be written in blue text. ![HC - Brex Community 02](https://brand.brex.com/transform/edc3a65e-b0f8-403d-b917-4f6898b8be4c/HC-Brex-Community-02) **Note:** When users are mentioned in posts, they receive an email notification. ### Tags and labels Be sure to tag your post with relevant labels. This helps others locate your post and ensures it's seen by those who can help. If you can’t find a relevant tag, you can use the [suggestion box](https://community.brex.com/category/suggest/ideas/suggestion-box) to let us know and we may be able to make it available in the future. ### Monitoring replies and notifications By [enabling notifications](https://community.brex.com/kb/using-the-community/follows--notifications/6), you’ll receive updates when someone replies to your posts or relevant discussions. To make sure you don’t miss anything, you’ll want to regularly check your inbox for private messages or updates on your threads. ### Closing the loop Once your issue is resolved, it’s helpful to update your post and include the resolution in case others have similar issues. If any community members tried to help, we encourage you to acknowledge them. A positive community encourages collaboration! ### Reporting issues and feedback You can report any issues with the support forum either from within the forum or by sending the community moderator a message. If you have suggestions for improvement, let us know in the [suggestion box](https://community.brex.com/category/suggest/ideas/suggestion-box). Constructive feedback helps the community platform evolve and meet everyone’s needs. ## Making suggestions We strongly encourage you to use the Brex Community [suggestion box](https://community.brex.com/category/suggest/ideas/suggestion-box) to submit your ideas, feedback, and suggestions for improving our products, features, and community. Your input is invaluable! When submitting your suggestion, please use the same guidelines as you would when posting in the Brex community. This includes checking to see if a similar suggestion already exists and tagging your suggestion with relevant labels. Please be specific about your idea and why it will enhance the product experience. You can also read suggestions from other community members and provide constructive feedback. If you find an idea interesting, you can express this using the voting feature. --- ### [Add and invite users](https://www.brex.com/support/add-and-invite-users) As soon as you have a Brex account, account and card admins can start inviting your team members to create user accounts of their own. There are multiple ways you can issue invitations depending on the overall size of your team and how many people you plan to invite at a time. ## Overview As soon as you have a Brex account, account and card admins can start inviting your team members to create user accounts of their own. There are multiple ways you can issue invitations depending on the overall size of your team and how many people you plan to invite at a time. When you send out an initial invitation, you can customize the user-to-be’s role and permissions. Once you’ve invited your user, they’ll receive an email inviting them to your Brex account. After clicking on the invite link, they’ll be asked to create a password and will be guided through the account activation workflow. You can also revoke this invitation at any time prior to their acceptance. ## Invite users Brex account admins, and any other users with the [specific product capability](https://www.brex.com) can invite new users as any role type, while card admins can invite users as bookkeepers, employees, or other card admins. #### Choosing how to add people When you go to _Team > Invite your team_, the first step (_Add details_) shows your invite methods. - **Select from existing users (HRIS/CSV upload):** These _inactive users_ appear here if they were added through a CSV import or an HR software (HRIS) connection. If your account has no inactive users, this option won't appear and you'll go straight to manual invite. Choose from people already in your account who haven't been invited yet. - **Invite manually via email invitation:** Enter each person's first name, last name, email, and entity (if applicable) yourself. To populate the _Select from existing users_ list, connect your HR software or import a CSV directly from this step. Check out the video or follow the instructions below to get started. ![YouTube Video](https://youtu.be/4UkvZAmS3fk) **Step 1:** In your dashboard, go to _Team_ > _Invite your team_. **Step 2:** In the _Add individuals manually_ section fill out the first name, last name, email, desired entity (if applicable), and whether or not the new user you want to invite will have Admin access. **Note:** The name you enter will be set as their legal and preferred name. The user can change the entered name during their onboarding. Once the user has accepted their invitation, they also can set a preferred name that appears in the dashboard in their _Personal settings_. The email address you enter is what the user will use to sign in to their Brex dashboard, but it doesn’t need to be a company email. **Step 3:** (Optional) You may also add the new user’s department and manager, as well as their location, legal entity, and cost center, if applicable, by clicking on _Additional details_ at the bottom of the _Add a new person_ section. **Step 4:** (Optional) Click _Add another person_ and repeat steps 1 through 3 to invite additional users. **Step 5:** Toggle on or off any of the following permissions: - The user’s access to cards. If turned on, choose between one of the following: - The user can have employee cards, physical or digital, that can be assigned to any spend limit AND virtual cards that are permanently assigned to one spend limit - The user can ONLY have virtual cards that are permanently tied to one spend limit **Note:** Removing access to both card types will put the user into a “reimbursement-only” state, where they may pay on their personal cards and request reimbursements from their assigned spend limits. - The user’s ability to draft bills. - The user’s access to Brex travel.* - *Only available if you have Brex travel. You can find more information on permissions in [this help article](https://www.brex.com). **Step 6:** (Optional) - If only inviting a single user, you will be provided with the option to set up their employee card. You will be shown a preview of any automatically assigned spend limits. - You will be given the option to set up the employee’s employee card, and set the monthly card limit. If the limit is set for $0, the card will only be usable with spend limits issued separately. Cards may also be requested after being invited by clicking on an invited user’s name on the _Team_ page and clicking _Issue card_, or on the Cards & Limits page by clicking “_Issue card.”_ Read more about issuing Brex cards to users in this [help article](https://www.brex.com). **Step 7:** Click _Send invite_. The new user(s) will receive an invite email to onboard onto your account. If you request a physical card for your employee, they’ll receive a notification to confirm their shipping details. Brex’s Human Resource Information System (HRIS) integration helps to manage your Brex users from within your HRIS rather than from within the Brex dashboard. First, make sure your integration is set up before managing users. After receiving the email letting you know that the sync was successful, you can invite your team from the Brex dashboard. Follow the steps below to invite employees individually or in bulk. **Step 1:** Go to _Team._ **Step 2:** Click _Invite your team_. **Note:** You may also bulk invite users by clicking the checkboxes beside each user you’d like to invite from the _Team_ page and then confirming by clicking Invite at the bottom of the page. **Step 3:** In the “Select from people yet to be invited” section, select the users that you would like to invite. Users may be searched for by email or name. **Step 4:** (Optional) Select the Admin role for the employees you intend to invite. **Step 5:** Toggle on or off any of the following permissions: - The user’s access to cards. If turned on, choose between one of the following: - The user can have employee cards, physical or digital, that can be assigned to any spend limit AND virtual cards that are permanently assigned to one spend limit - The user can ONLY have virtual cards that are permanently tied to one spend limit - The user’s ability to submit reimbursements. - The user’s ability to manage bills. - The user’s access to Brex travel*. - * Only available if you have Brex travel. You can find more information on permissions in [this help article](https://www.brex.com). **Step 6:** (Optional) - If only inviting a single user, you will be provided with the option to set up their employee card. You will be shown a preview of any automatically assigned spend limits. - You will be given the option to set up the employees’ spending rules and issue their employee card. Set the monthly card limit. If the limit is set for $0, the card will only be usable with spend limits issued separately. Cards may also be requested after being invited by clicking on an invited user’s name on the _Team_ page and clicking _Issue card_. Read more about issuing Brex cards to users in this [help article](https://www.brex.com). **Step 7:** Click _Send invite_. The new user(s) will receive an invite email to onboard onto your account. Account, card, and user management admins can also invite users via CSV upload if they have yet to integrate HRIS or do not integrate with HRIS at all. The CSV template is formatted as shown below and can be downloaded from the Brex dashboard if you go to _Team_. In the _Company_ tab, select _Import CSV_. ![HC - Add Invite 01](https://brand.brex.com/transform/9aceb9a4-337e-4646-b43f-098a926571dc/HC-Add-Invite-01) Please note that you’ll need to keep all of the column headers to submit the CSV file, but only need to fill in the columns for: - First name - Last name - Email You also have the option to add your own custom user fields via CSV. To do this, add additional columns to your CSV with your new field name and fill out user values as desired. **Step 1:** Navigate to the _Team_ page in your Brex dashboard. **Step 2:** In the _Company_ tab, select _Import CSV_**. Step 3:** Download the _bulk invite CSV template_. You can import this template into Google Sheets or Microsoft Excel for easier editing. **Step 4:** Fill out the columns for first name, last name, email, Brex role type, and any others that you’d like to include. Then export the file to CSV. **Step 5:** Upload the completed CSV file into the Brex dashboard and click _Confirm & import_. This will add any new users listed in the CSV. If the list has duplicates for existing users, or if an error prevents a user from being invited, they’ll be skipped, and you’ll be notified after submitting the file. **Note**: If you have an HRIS integration and the user’s Brex email matches the HRIS work email, their most recent data in your HRIS system will be transferred to Brex automatically going forward. **Step 6:** Once you’ve added new users, you can invite these users to Brex by going to _Team > Invite your team_ and selecting either individual users or a group to invite to Brex. If you’ve already uploaded your CSV template but need to correct an error or typo, you can go to the _Team_ page and click on the affected user to edit their details. You can change existing users’ details on Brex by uploading the CSV template after the user is activated. By using the active user’s Brex email address, you can update any fields that you wish to change. After updating the CSV template with the user’s new details, you can upload the CSV as if inviting a new user by following the steps above. You will be shown a preview of any automatically assigned spend limits. You will be given the option to set up the employees’ spending rules and issue their employee card. Set the monthly card limit. If the limit is set for $0, the card will only be usable with spend limits issued separately. To invite users as they are added to your HRIS, uploaded via CSV upload, or imported via SCIM, turn on automatic invites by following these steps: **Step 1:** Go to _Team_ and click on _[HRIS Provider] settings_ (or _Team settings_ if no HRIS is connected). **Step 2:** Click _Auto-invite_. **Step 3:** Click _Set up auto-invite rule_. **Step 4:** Configure your auto-invite rules by adjusting the filters according to your needs. You may set auto-invite to only invite users from specific user fields (e.g., Departments, Cost centers, etc) by selecting your desired values from the dropdown. Users with at least one of the selected fields will be auto-invite. **Step 5:** (Optional) Add constraints to your rule: - **Standard experience:** - You may select: - And users who also match, which will filter out users who do not have at least one of your original fields AND at least one of the fields selected in the second dropdown. - Exclude users who match, which will filter out users who possess at least one of the fields selected in the second dropdown. - **Advanced auto-invite rules:** - If you have the _Advanced auto-invite rules_ feature enabled, you can add multiple conditions using any custom field on your account, including direct reports. - Click _Add condition_ to add more inclusion criteria. Each additional condition further narrows the set of users invited. Users must match at least one value in _each_ condition group. - When you're done adding conditions, click _Exclude users who match_ to define an exclusion. Users who match the exclusion will not be invited, even if they meet all inclusion conditions. - To enable Groups-based auto-invite, click your name in the top-left corner of the dashboard, go to _Settings > Early Access_, and turn on the toggle. - **Note:** You can add multiple inclusion conditions, but only one exclusion condition per rule. **Step 6:** Once all rules are selected, click _Continue_. **Step 7:** Review the preview of users who will be invited to Brex upon activation of your rules. Click _Continue_. **Step 8:** Select the _role_ that these users will be assigned when invited to Brex. You may also adjust their _Product access_ here. Click _Continue._ **Step 9:** Review all of your changes and click _Create now_. ## Resend an invitation email If your invited user(s) have yet to respond to their invitation email, account, card, and user management admins can have this resent either to single users, or in bulk to all invited users. **Step 1:** Under _Team,_ check the box next to any user(s) you want to resend an email invitation to. **Step 2:** From the banner at the bottom of your screen, click _Resend invite_. **Step 3:** In the confirmation popup window, click _Resend invite_ again. ## Invitation guidelines by role type There are some role types that have different invitation flows, or that have different requirements than standard users. Here’s what you need to know about inviting a reimbursements-only user, a bookkeeper, an account admin, or an AP clerk. Reimbursement-only users are a type of employee role that can submit reimbursement requests but do not have access to corporate cards. The steps to invite a reimbursements-only user are different than other role types, but the invitation acceptance flow is the same. When inviting reimbursement-only users either by email or via HRIS or CSV, admins can follow these steps. **Step 1:** Select the _Employee_ role and toggle on the _Reimbursements_ option_._ Keep the _Card_ toggle turned off. **Step 2:** Review the default spend limits assigned to the user (if applicable). **Step 3:** Click _Send Invite_. To invite a bookkeeper, you’d select the bookkeeper role designation when sending your invitation. Being a bookkeeper gives the user the ability to see and export your transaction history on both your card and Brex business accounts. A user with the bookkeeper role will not be able to send money out of the Brex business account. When inviting Bookkeeper users either by email or via HRIS or CSV, admins can follow these steps. **Step 1:** Step 1: In your dashboard, go to _Team_ > _Invite your team_, and enter the user’s details. **Step 2:** Turn on the Admin role toggle. **Step 3:** Click _Select admin role_ and choose _Bookkeeper_.  **Step 4 (optional):** Expand _Additional details_ to set permissions: - **Access to cards:** allow them to hold a Brex card. - **Bill pay:** allow them to manage bills in Brex. **Step 5:** Click **Send invite**. The user will get an email with activation instructions. Account admins and AP clerks are role types that you have access to if you have a Brex business account. If you choose for a new user to have either of these user types, they’ll need to fill out some additional questions when they accept the invitation. If a user’s email address is already associated with another Brex account, you may see an error when trying to invite them. This is common for people who access multiple Brex accounts, such as accountants, operators, or employees working with more than one company. You can resolve this by using an email alias when inviting the user. Email aliases work for any role. #### When to use an email alias Use an email alias if: - The user already has a Brex login tied to another business - The same person needs access to multiple Brex accounts in **any role** (for example, account admin, card admin, employee, or bookkeeper) #### How email aliases work Some email providers, such as **Gmail and Outlook**, allow you to create aliases by adding a plus sign (+) and additional text to an email address. Emails sent to the alias will still arrive in the same inbox. **Examples** - Original email: yourname@yourcompany.com - Alias: yourname+companyname@yourcompany.com You can use a different alias for each Brex account the user needs access to. #### Step-by-step: Invite a user with an email alias **Step 1:** Go to _Settings > Team > Users_ in the dashboard. **Step 2:** Click _‘Add user’._ **Step 3:** Enter the user’s email alias. **Step 4:** Select the appropriate role. **Step 5:** Click _‘Send invitation’._ You can use any characters after the plus sign (+), but it’s best to choose something recognizable, such as the company name. The alias email address you enter will be the one the user uses to log in to that specific Brex account. If the user’s email provider doesn’t support aliases (or they don’t use Gmail or Outlook), they’ll need to use a different email address instead. ## Accepting an invitation Once you’ve invited a new user (no matter the method you’ve used) they’ll receive an email with the subject line: _Activate your Brex account for [Company name]_. This email will include a button that says _Create account_. Clicking the button will redirect the user to the [Brex dashboard](https://dashboard.brex.com/) and prompt them to enter their phone number. ![YouTube Video](https://youtu.be/X-gAq3g8Ifc) ## Errors If you haven't received the activation email after a few minutes, please check your spam folder. Because this is your first email from Brex, your inbox may be filtering it out. Alternatively, you can resend the activation email by clicking the _Resend_ button. If you encounter any error messages while activating your account, please try to clear your browser’s cache and cookies before trying again. The activation link can only be clicked once, which may cause issues if you click on the link but don't finish activating your account. In this case, click _Sign in_ at the top of www.brex.com instead of clicking on the activation link. To set a password, click _Forgot your password?._ If your invitation doesn’t send successfully, you’ll see an error message that reads “_We weren’t able to invite [user]. Please contact Support for assistance_.” This message means that the email address you’re sending the invitation to is already associated with a different Brex account. You can resolve this by either using an email alias (see the bookkeeper section above) or contacting Brex support with a request to have the email address removed from our database. ## Revoke an invitation If a new user hasn’t accepted their invitation to create a Brex account, admins will still have the option to mark them as uninvited by following these steps. Account admins can revoke an invitation for any user role type. Card admins can uninvite other card admins, employees, and bookkeepers (if you don’t have a Brex business account). **Step 1:** Go to _Team_ > _Company_. **Step 2:** Click on the user you want to uninvite. You can type their name into the search bar to help locate them. **Step 3:** From the popup window, click _User Actions_ > _Uninvite user_ to the right of their full name to revoke their invitation. ![CX - Uninvite User](https://brand.brex.com/transform/dd582ba6-f0e3-4b4d-ba01-6d9d9c6a2d39/CX-Uninvite-User)