Can I add my bookkeeper to my account?
You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex Cash accounts. A user with the bookkeeper role will not be able to send money out of the Brex Cash account.
Important: Card admins will only be able to invite a bookkeeper if Brex Cash has not been enabled on the account. If your company has a Brex Cash account, only the Brex Cash admin will be able to invite a bookkeeper.
Step 1: Under Team, click Invite user.
Step 2: Enter the requested information and select the bookkeeper role.
Step 3: After clicking Send invite, the user will receive an email invitation with account activation instructions.
If your bookkeeper manages multiple accounts on Brex and already has an account, they will need to use an email alias. If they use Gmail or Outlook, you're able to send a second invite to the same email address by adding a plus sign (+) and an additional character(s) after the plus sign:
Using the example above, firstname.lastname@example.org will be treated as a new user at Brex and they will receive emails at the original email address' inbox (email@example.com). By using different aliases, the bookkeeper will be able to have multiple user accounts with the same email address.
For more details on the bookkeeper role type, please read What are the various Brex role types?.