How can I change an existing user to/from a reimbursement-only role?


Account admins, card admins, and user management admins can change an existing user between a card-holding user and a reimbursement-only user 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 spend limit

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, click Roles & access and toggle off Spend on a Brex card.

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, click Roles & Access and toggle on Spend on a Brex card.

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