How do I create, edit, and delete departments?

If you have different departments in your organization, you can add those same departments into your Brex account for grouping purposes. This makes it easy to focus on expenses that fall under a certain department or narrow down search results to only employees within the department.

Account and card admins can create, edit, and delete departments by following the steps below.

Step 1: Click Team on the left side of your Brex dashboard, and then click Departments.

Step 2: Click Add department in the top-right corner.

Step 3: Assign a name and description to the department. Click Save.

CX: add-department

Your new department will be available to assign to cardholders within your Brex account.

To assign departments to users, navigate to Users under Team, click the user's name, and select the corresponding department from the Department dropdown. When inviting new users, you'll be able to assign them to the appropriate department during account creation.

CX: department-user-details

Moving forward, transactions made by that cardholder will have a department assigned. You're also able to delete or modify your department at any time.

Note: The removal of a department is only available when no cardholders are assigned to that department.

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