This topic has 2 versions: the Brex classic experience and the Brex Empower platform. If you need help finding which you use, sign in or read this article.

Account admins can change an existing user between a corporate card-holding role and a reimbursement-only (non-card) role at any time from within the Brex dashboard. Reimbursement-only roles are suited for employees who can submit reimbursement and vendor card requests but won’t be able to hold corporate cards.

Card user to reimbursement-only user

Step 1: Sign in to the Brex dashboard and go to Team.

Step 2: Click the user that you want to be reimbursement-only.

Note: Their role first needs to be Employee. If it isn’t already, update their role type.

Step 3: In the user details pane, under Cards, click Manage card access.

Step 4: Toggle off the option Allow corporate cards and click Save.

Reimbursement-only user to card user

Step 1: Sign in to the Brex dashboard and go to Team.

Step 2: Click the user that you wish to change.

Step 3: In the user details pane, under Cards, click Manage card access.

Step 4: Toggle on the option Allow corporate cards and click Save.

Account admins can change an existing user between a card-holding role and a reimbursement-only role at any time from within their dashboard. Reimbursement-only roles are suited for employees who can submit reimbursement requests but won’t have access to use any corporate cards to spend from their budge

Card user to reimbursement-only user

Step 1: Sign in to the Brex dashboard and go to Team.

Step 2: Click the user that you want to be reimbursement-only.

Note: Confirm that their role is set to Employee. If it isn’t already, update their role type.

Step 3: In the user details pane, expand the Cards section and click Manage card access.

Step 4: Toggle the off option Allow corporate cards and click Save

Reimbursement-only user to card user

Step 1: Sign in to the Brex dashboard and go to Team.

Step 2: Click the user that you wish to change.

Step 3: In the user details pane, expand the Cards section and click Manage card access.

Step 4: Toggle on the option Allow corporate cards and click Save.

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