How do I add entities and employees to Brex?

Brex lets you easily manage all your spend across multiple subsidiaries and countries, from a single dashboard. Map your entities in Brex to the correct entities in NetSuite so that you can report and analyze your spend at any level.

To add your entities and employees to Brex, navigate to Team > Legal entities. All companies will have one default entity already created.

There are two ways for admins to create subsidiary entities on Brex:

  1. Manually

  2. By connecting an HRIS

Follow the relevant instructions below.

Adding subsidiary entities manually

Step 1: Navigate to Team in your dashboard.

Step 2: Under Legal entities, click Add legal entity.

Specifying an employee's entity manually

Step 1: When manually inviting an employee, click Add users > Invite by email.

Step 2: Under the Select legal entity dropdown, select their legal entity.

Alternatively, if the employee is already in Brex, go to Team > Company, select the employee and change their entity under the Legal entity dropdown.

Deleting entities manually

Step 1: Navigate to Team > Legal entities.

Step 2: Click on the row with the legal entity you’d like to delete.

Step 3: A panel should open on the right side of your screen (full screen on mobile). If the entity has zero employees assigned to it and is not a separately-billed entity, click Delete at the bottom of the panel.

Adding employees via CSV import

You can add new employees to your account in bulk through a CSV upload by following the instructions in How do I invite new users in bulk via CSV?. At the time of upload, Empower customers can designate that employee’s Legal entity.

Adding employee entities via HRIS integration

If you've connected your HRIS software, you can quickly import employees into Brex. If you reach out to Brex Support, we can also help you import a list of entities in addition to your employees when you connect your HRIS, allowing you to assign which entity each employee belongs to.

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