4. Issue a spend limit
Introduction to spend limits
Just like setting credit limits on other cards, with Brex, you issue a user a "Spend Limit." They will then be able to request a physical or virtual Brex card after they sign in.
Brex lets you assign multiple spend limits to a single team member or group. Employees can toggle between spend limits for different expenses from their Wallet on the Brex mobile app or dashboard. This makes it easy to track spend across different purposes and vendors.
To get started, we recommend provisioning a single spend limit to your core team members.
Issue a spend limit
In the same Invite a user flow, you will then be prompted to set a user limit. You can also issue a spend limit at any time by going to Cards & Limits > Create Spend Limit.
When setting up the user limit, you’ll have the option to determine whether the limit is flexible, allowing employees to exceed their assigned spend amount.
Over-limit expenses will be hard blocked and unauthorized.
Selecting "No Hard Limit" ensures purchases are never declined for surpassing the spend limit.
Additionally, you can specify recurrence and start/end dates for the limit, although these are optional.