Roles available

Account admin

Note: This role type is only available for accounts with a Brex business account enabled.

As an account admin, you’ll have complete access to your company’s Brex business account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only role type that’s able to make mobile deposits.

You'll also have the ability to freely initiate transfers both in and out of your Brex business account, and manage bank connections. In addition, you’ll control user permissions and account settings, including new user invitations, integration settings, and rewards redemption.

All of these abilities apply to both your Brex business account and standard card accounts.

Account admins can also create expense policies, approve bill payment drafts, and limit increase requests. 

Card admin

Card admins have the same permissions as the account admin as it relates to Brex cards, but you aren’t able to access the company’s Brex business account. This includes viewing Brex business account transfer history or statements. Similarly, you won't be able to initiate any transfers or payments from within your dashboard.

Bookkeeper

As a bookkeeper, you’ll have read-only access to the records in your Brex account; such as statements and your integrations.

However, you won't have the ability to make changes to the account settings or settings of other users. You also won't be able to have cards assigned to you as a bookkeeper. 

AP clerk

Note: This role type is only available for accounts with a Brex business account enabled.

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.

While you won't have the ability to see your overall account limit, you can always see your personal spend.

Employee

As an employee, you can view transactions made on your own cards. You have the ability to add receipts and memos to these transactions, as well as re-categorize them.

While you won't have the ability to see your overall account limit, you can always see your personal spend.

Note: For information about user roles relating to Brex API access, please see our developer documentation.

Brex roles overview

This table provides more details about the permissions of each role.

Card account management

Brex business account management

User management

Card management

Roles available

Account admin

Note: This role type is only available for accounts with a Brex business account enabled.

As an account admin, you’ll have complete access to your company’s Brex business account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only role type that’s able to make mobile deposits.

You'll also have the ability to freely initiate transfers both in and out of your Brex business account, and manage bank connections. In addition, you’ll control user permissions and account settings, including new user invitations, integration settings, and rewards redemption.

All of these abilities apply to both your Brex business account and standard card accounts.

Account admins can also create expense policies, approve bill payment drafts, and limit increase requests. 

Card admin

Card admins have the same permissions as the account admin as it relates to Brex cards, but you aren’t able to access the company’s Brex business account. This includes viewing Brex business account transfer history or statements. Similarly, you won't be able to initiate any transfers or payments from within your dashboard.

Brex Plus 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.

Brex Plus Travel admin

The travel admin role is designed to manage and organize your company’s travel requirements. This includes planning and managing employee travel, managing travel policies, and gathering travel insights.

Bookkeeper

As a bookkeeper, you’ll have read-only access to the records in your Brex account; such as statements and your integration without, the ability to make changes to the account settings or settings of other users. By default, you cannot have cards assigned to you as a bookkeeper, though an account or card admin can update your cardholder capabilities.

AP clerk

Note: This role type is only available for accounts with a Brex business account enabled.

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 budgets 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 budgets assigned to you, and can always see your personal spend.

Employee

As an employee, you can view transactions made on your own cards. You have the ability to add receipts and memos to these transactions, as well as re-categorize them.

You can issue yourself virtual cards for budgets 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 budgets assigned to you, and can always see your personal spend.

Note: For information about user roles relating to Brex API access, please see our developer documentation.

Permissions

There are some user permissions that can be customized, regardless of an individual’s role type. You can read more about those and how to assign them in this help article.

Brex roles overview

This table provides more details about the permissions of each role.

Card account management

Brex business account management

User management

Card management

Travel management