Roles available
Role | Account Admin | Card Admin | Bookkeeper | AP Clerk | Employee | Employee - Reimbursement only |
|---|---|---|---|---|---|---|
Brex account with a Brex business account | X | X | X | X | X | X |
Brex account without a Brex business account |
| X | X |
| X | X |
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
Permissions | Account admin | Card admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|
See all account transactions | x | x | Personal transactions | x | Personal transactions |
See company account’s current balance, available spend, and statement period | x | x |
|
|
|
Connect bank accounts to Brex | x | x |
|
|
|
Make payments | x | x |
|
|
|
Download statements/transaction reports | x | x | Personal reports | x | Personal reports |
Request to change account details | x | x |
|
|
|
Set up/manage accounting software integrations | x | x |
| x |
|
Recategorize account transactions | x | x | Personal transactions | x | Personal transactions |
Attach receipts/memos to account transactions | x | x | Personal transactions | x | Personal transactions |
View and redeem Brex points | x | x |
|
|
|
Brex business account management
Permissions | Account admin | Card admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|
Assign the account and card admin role | x |
|
|
|
|
View Brex business account statements, balance, account details, and transactions | x |
| x | x |
|
Add memos to Brex business account transactions | x |
| x | x |
|
Download Brex business account statements/transaction reports | x |
| x | x |
|
Send money from Brex business account | x |
| With approval |
|
|
Add funds to Brex business account via ACH or wire | x |
|
|
|
|
Deposit a check into Brex business account | x |
| x |
|
|
User management
Permissions | Account admin | Card admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|
See personal monthly spend and user limit | x | x | x |
| x |
Invite new users | x | x |
|
|
|
Invite bookkeeper | x | If you don’t have a Brex business account |
|
|
|
Assign and update user limits | x | x |
|
|
|
Suspend and unsuspend users | x | x |
|
|
|
Create/assign departments and locations | x | x | Personal transactions |
| Personal transactions |
Card management
Permissions | Account admin | Card admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|
Have virtual and physical Brex cards | x | x | x |
| x |
Issue new virtual and physical cards | Personal cards | Personal cards | Personal cards |
| Personal cards |
Roles available
Role | Account admin | Card admin | User management admin | Bookkeeper | AP clerk | Employee | Employee - reimbursement only |
|---|---|---|---|---|---|---|---|
Brex account with a Brex business account | X | X | X | X | X | X | X |
Brex account without a Brex business account |
| X | X | X |
| X | X |
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.
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.
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.
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.
Brex roles overview
This table provides more details about the permissions of each role.
Card account management
Permissions | Account admin | Card admin | User management admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|---|
See all account transactions | x | x | Personal transactions | Personal transactions | x | Personal transactions |
See company account’s current balance, available spend, and statement period | x | x |
|
|
|
|
Connect bank accounts to Brex | x | x |
|
|
|
|
Make payments | x | x |
|
|
|
|
Download statements/transaction reports | x | x | Personal reports | Personal reports | x | Personal reports |
Request to change account details | x | x |
|
|
|
|
Set up/manage accounting software integrations | x | x |
|
| x |
|
Recategorize account transactions | x | x | Personal transactions | Personal transactions | x | Personal transactions |
Attach receipts/memos to account transactions | x | x | Personal transactions | Personal transactions | x | Personal transactions |
View and redeem Brex points | x | x |
|
|
|
|
Brex business account management
Permissions | Account admin | Card admin | User management admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|---|
Assign the account and card admin role | x |
|
|
|
|
|
View Brex business account statements, balance, account details, and transactions | x |
|
| x | x |
|
Add memos to Brex business account transactions | x |
|
| x | x |
|
Download Brex business account statements/transaction reports | x |
|
| x | x |
|
Send money from Brex business account | x |
|
| With approval |
|
|
Add funds to Brex business account via ACH or wire | x |
|
|
|
|
|
Deposit a check into Brex business account | x |
|
| x |
|
|
User management
Permissions | Account admin | Card admin | User management admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|---|
See personal monthly spend and assigned budgets | x | x | Personal | Personal |
| Personal |
Deactivate and reactivate users | x | x | x |
|
|
|
Can set up and manage org via HRIS, SCIM, CSV import | x | x | x |
|
|
|
Can create departments, locations, cost centers, and legal entities | x | x | x |
|
|
|
Manage access of non-admin roles such as employees, bookkeepers, AP clerks | x | x | x |
|
|
|
Manage access of admin roles | x | x *except account admins |
|
|
|
|
View Teams and Integrations tab | x | x | x |
|
|
|
Card management
Permissions | Account admin | Card admin | User management admin | AP clerk | Bookkeeper | Employee |
|---|---|---|---|---|---|---|
Have virtual and physical Brex cards | x | x | x | x |
| x |
Issue new virtual and physical cards | Personal cards | Personal cards | x | Personal cards |
| Personal cards |