Account role types and permissions

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

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 policy rules, prepare and release payments for bills, submit limit increase requests, and manage Brex travel (if enabled for your account).

Card admins have the same permissions as the account admin as it relates to spend, bills, and travel (if enabled) on Brex, but you aren’t able to access the company’s Brex business account. This includes viewing Brex business account transfer history or statements and initiating any transfers or payments from within your dashboard. Card admins also do not have the ability to manage access for other account admins.

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 tab.

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.

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

Bookkeepers can manage a company’s accounting, download statements, and download transaction reports. They’ll have read-only access to some records in your Brex account; such as Brex business account information, but cannot make changes to account or user settings. By default, bookkeepers don’t have cardholder capabilities. They can request a spend limit, however, and an account or card admin can enable card capabilities for them. Bookkeepers are also able to view and edit all of a company’s AP bills and vendors.

An AP clerk has visibility into the Brex business account, where you’ll be able to see statements 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. AP clerks are also able to view and edit all of a company’s AP bills and vendors.

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 spend limits 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 non-hidden spend limits assigned to you, and can always see your personal spend.

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 spend limits assigned to you, as well as a physical card, depending on your card access level. While you won't have the ability to see your overall account limit, you can view the limits of the spend limits assigned to you, and can always see your personal spend.

If your company is on the Premium or Enterprise plan, you have access to custom roles in addition to the default roles listed above.

Custom roles allow your admins to assign highly tailored sets of permissions to specific users, without having to rely on the predefined role types. This means your experience managing roles and permissions may differ from what’s shown in this article. Learn more about it here.

As an admin, you can customize your team members’ card permissions by following the steps below. If you don’t see this option, please contact Brex Support.

Below is an overview of the default actions each role type can take to manage bills. However, account and card admins can customize these permissions for any role. The details of these permission toggles are in the Permissions section to follow.