7. Issue cards to your team
Issuing a physical or virtual card
When a new user is added, they'll get an invite email. Once they sign up and log in, they'll be prompted to order a physical Brex card. If they skip this step, they'll automatically get a virtual card for digital wallets.
Admins can also issue a card for them by going to the Cards & Limits page and clicking on “Issue card” to issue a physical or virtual card.
For more details on issuing cards, view this Help Center article.
Auto-transfer cards with recurring spend when a limit member is removed from the limit
If in the future you are looking to transfer ownership of any cards with recurring spend, an account or card admin can transfer ownership of these cards to an active employee.
This gives you the opportunity to transfer your payment method to another user’s active Brex card. The impacted cards can only be transferred one at a time. For a card to be eligible for transfer, it must have been used for online spending at least once, must currently be active, and must be assignable or currently assigned to an active spend limit. Transferred cards can only be used with previous online merchants.
All other merchants and in-person transactions will be declined.
Step 1: Sign into brex.com, locate the previous card owner on your Cards and Limits page, and click on their name. The current card owner doesn’t need to be active so long as the card itself is.
Step 2: Click the three dots and choose Transfer card ownership. Review the initial card details and click Continue.
Step 3: In the search bar, choose the new card owner and click Continue. The new card owner cannot be a bookkeeper or have reimbursement-only access.
Step 4: Review your selection and click Submit.
Step 5: The card credentials will remain the same, but future card expenses will reflect the new owner’s name. Once you’ve updated your on-file payment method with your vendors, cancel the card linked to the previous owner and use the newly transferred Brex card for payment instead. This helps to keep your account safe from unwanted spend.
Note: You can learn more about this process by going to Teams and clicking on the offboarding alert at the top of the page. This alert will display any cards that have been used for online purchases within the last year for a deactivated user.