Brex admins can update their team member's role type by following the steps below.

Step 1: Under Team, enter the cardholder's name in the search bar and click their name when it appears.

Step 2: To the right of User role under the Role section, select an option from the dropdown menu to update the role type.

Please read What are the various Brex role types? for more information.

Single user

Brex admins can update the role type of a single team member by following the steps below.

Step 1: Under Team, enter the cardholder's name in the search bar and click their name when it appears.

Step 2: To the right of User role under the Role section, select an option from the dropdown menu to update the role type.

If you want to make someone a reimbursements-only user, set their role type to Employee and click Manage card access to toggle off Allow corporate cards.

Please read What are the various Brex role types? for more information.

Multiple users

Brex admins can also update the role type of multiple users at a time by following these steps:

Step 1: Under Team, click the checkbox to the left of any users whose role type you’d like to update.

Step 2: Click Update role.

Step 3: Select the new role type you’ll be applying to all selected users. If you choose Employee, check whether or not you want the user to be able to have assigned Brex cards.

Step 4: Click Confirm.