Brex business account admins can deactivate or reactivate users of any role type, while card admins can deactivate/reactivate bookkeepers (provided you don’t have a Brex business account), employees, or card admins.
Single user
Step 1: Under Team, search for the cardholder using the search bar and select the one you want to reactivate/deactivate.
Step 2: At the top right of the user's details, click the icon of a person to Reactivate or Deactivate.
Note: Deactivating a user will block spend on all of their active Brex cards, as well as revoke their access to the Brex dashboard, but it won’t change the status of the user’s card to locked/canceled. If you wish to make this update, an account or card admin can lock or cancel a deactivated user’s card.
If users are reactivated, their access to the Brex dashboard will be restored and they will be able to use their cards again.
Terminating via HRIS
After employees are terminated in your HRIS, they’ll become available for removal in the Brex HRIS settings. You will always have control over when to remove an employee. By default, access to Brex is not automatically revoked when an employee gets terminated in your HRIS.
Step 1: Go to Settings > Company.
Step 2: Under HRIS, click Manage.
Step 3: There will be a selection to remove terminated employees and you can select which employees you want to remove. The list of employees to remove is based on their status within your HRIS. If the employee is marked as inactive or terminated, they will appear in this list.
Step 4: Confirm the selection and the employee will be suspended on Brex.
To disable/suspend users as they are terminated from the HRIS, you can turn on automatic removal by following the below steps:
Step 1: Go to Settings > Company.
Step 2: Under HRIS, click Manage > Configure.
Step 3: Turn on automatic offboarding.
Brex account admins can deactivate or reactivate users of any role type, while card admins can deactivate/reactivate bookkeepers (provided you don’t have a Brex business account) employees, card admins, or user management admins. User management admins can deactivate/reactivate employees, AP clerks, and bookkeepers.
Single user
Step 1: Under Team, search for the cardholder using the search bar and select the one you want to reactivate/deactivate.
Step 2: At the top right of the user's details, click the icon of a person to Reactivate or Deactivate.
Note: Deactivating a user will block spend on all of their active Brex cards, as well as revoke their access to the Brex dashboard, but it won’t change the status of the user’s card to locked/canceled. If you wish to make this update, an account or card admin can lock or cancel a deactivated user’s card.
If users are reactivated, their access to the Brex dashboard will be restored and they will be able to use their cards again.
Deactivate multiple users
Step 1: Under Team, click the checkbox to the left of any users whose role type you’d like to update.
Note: These need to be active users who’ve accepted their invitation to Brex in order for this to work.
Step 2: Click Deactivate and, in the popup window, click Deactivate again.
Terminating via HRIS
After employees are terminated in your HRIS, they’ll become available for removal in the Brex HRIS settings. You will always have control over when to remove an employee. By default, access to Brex is not automatically revoked when an employee gets terminated in your HRIS.
Step 1: Go to Teams. If there are employees that have been terminated in your HRIS system, you will see a count and a button that says Suspend next to HRIS connection in the Manage team access widget.
Step 2: Click Deactivate.
Step 3: There will be a selection to remove terminated employees and you can select which employees you want to remove. The list of employees to remove is based on their status within your HRIS. If the employee is marked as inactive or terminated, they’ll appear in this list.
Step 4: Confirm the selection and the employee will be deactivated on Brex.
To disable/deactivate users as they are terminated from the HRIS, you can turn on automatic removal by following the below steps:
Step 1: Click Manage next to HRIS connection in teams page Manage team access widget or go to Integrations > Manage on the connected HRIS widget.
Step 2: Click Enable on automatic deactivate.