Reimbursement-only users are a type of employee role that can submit reimbursement requests but do not have access to corporate cards.

Invite a single user

To invite a single reimbursement-only user to your Brex account, an account or card admin can follow these steps.

Step 1: When inviting your user either by email or through the HRIS Integration, select the Employee role and toggle off the option to Allow corporate cards.

Step 2: Enter a default user limit for the reimbursement-only user. This limit won’t be used unless corporate cards are turned on for the user.

Step 3: Click Send Invite.

Invite a group of users

If you have more than one employee that you’d like to add as reimbursement-only users, you can invite them in bulk by following the instructions below.

Step 1: Sign into the Brex dashboard and click Team.

Step 2: Click Invite reimbursement-only users.

Step 3: Download the CSV template.

Step 4: Open the CSV template and fill in the first name, last name, email address, and any other included optional fields. Make sure you don’t add, change, or remove any columns or headers from the CSV template as they are required for the template to work.

Step 5: Download the completed CSV template and upload the file on the same screen as Step 2.

Step 6: Confirm that the users' details are correct before clicking Invite all.

Brex EssentialsBrex Plus Reimbursement-only users are a type of employee role that can submit reimbursement requests but do not have access to corporate cards.

When inviting reimbursement-only users either by email or via HRIS or CSV, admins can follow these steps.

Step 1: Select the Employee role and toggle on the Reimbursements option. Keep the Card toggle turned off.

Step 2: Review the default budgets assigned to the user (if applicable).

Step 3: Click Send Invite.