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.