How can I manage notification preferences?


You can manage your notification preferences from either the Brex dashboard or mobile app. We’ve added increased flexibility for you to subscribe to or unsubscribe from notifications that are most important to you. Here are some ways you can customize notifications, whether in the dashboard or mobile app:

  • Give users the option to unsubscribe from non-essential notifications.

  • Improve the experience for users to navigate notification preferences by: grouping notifications by function/criticality/frequency, navigating notifications by categories, and supplying clear user-friendly labels for notifications.

Dashboard

Communication preferences are highly customizable in the Brex dashboard, including options for mobile push, SMS, or email notifications for various kinds of account activities. To review and update notification settings, follow the steps below.

Step 1: From the Brex dashboard, click your name in the upper right corner, then click Notification preferences.

Step 2: Review the available notification types and use the toggles or dropdown menus to update how you receive communications.

Mobile

You can choose to opt in or out of any notifications from your app by following the steps below.

Step 1: Open the Brex app.

Step 2: Tap the gear icon on the top right to open Account & Settings.

Step 3: Tap Notifications.

Step 4: Tap on Messaging Settings to manage SMS/WhatsApp settings, or tap on any of the Notification Categories (e.g. Your Wallet) to manage specific notification types.

Messaging settings

Tapping on Messaging settings brings you to the page where you can set your SMS and WhatsApp settings. You can toggle the switches on or off, but note that turning WhatsApp on will require SMS to be on as well. Otherwise, the WhatsApp option will be disabled.

Notification categories

Notifications are grouped by categories. Tapping on any of these groups will open a menu with the associated available notification channels that you can configure. Not all notification groups will have all channels (email, push, and text [SMS/WhatsApp]) available. Some notifications will also be grayed out until other notification settings have first been enabled.

If text preferences are turned off in Messaging settings, all text channels will appear disabled. If push preferences are turned off through the app settings, push channels won’t appear as an option.

Manage push preferences

Instead of being managed within the Brex app, push preferences are managed in the system app settings.

On iOS, you can access this by going to Settings and choosing the Brex app. Tap Notifications and turn push permissions off or on via the Allow Notifications toggle.

On Android, long-press the Brex app and tap App Info > Notifications. Turn push permissions off or on via the All Brex Notifications toggle.

If you’ve turned off push permissions, you’ll see a warning banner in your Brex app’s notification settings. If you choose not to turn push permissions back on, you can dismiss this banner.

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