Onboarding guide for Brex card admins
Welcome to Brex! Congratulations on getting your corporate card.
We'll walk you through the setup process for your Brex account and introduce you to its main functions to ensure you get the maximum value.
Step 1: Get started with your virtual card
Upon logging into Brex for the first time, you'll automatically be issued a Brex virtual card. You can use this card right away by clicking Cards on the left side of your dashboard and selecting the virtual card. Click the card numbers to copy them to your clipboard.
If you use Apple Pay, Google Pay, or Samsung Pay, add your virtual card to your mobile wallet by following these steps.
Step 2: Request your physical card
You should also have been given the option to order a physical Brex MasterCard. If you weren't prompted to do so, you can issue yourself a physical card by following these steps. Your card can be shipped anywhere within the United States, and will arrive in 5-7 business days. Once it arrives, go ahead and activate it.
Step 3: Organize your team via departments and locations
Before you start inviting new users to join your Brex account, go to the Team tab to create departments and locations (if applicable). Once created, you can assign users to the appropriate departments and/or locations during the new user invitation process. To find out more about how to create, edit, and delete departments, please follow these steps. For locations, follow these steps.
Step 4: Invite new employees
Under the Team, you can invite your team members to join Brex– it only takes about 10 seconds per new user! Click Invite user in the top-right corner and assign each user to a department, location, role type, and monthly spending limit. Role types each have different permissions–read What are the various Brex role types? to learn more.
After accepting their invitation via email, team members will gain access to the dashboard, a virtual card, and a physical card (if you desire).
Step 5: Integrate your accounting software
Brex integrates directly with QuickBooks Online, Xero, Expensify, and NetSuite to enable automatic reconciliation that may save your finance team many hours per month.
Please refer to the relevant integration setup and management instructions:
To learn more about other important features available to you on the Brex dashboard, please read the following information.
Your credit limit is the total amount your entire team–across all of your cards–can spend during a given statement period. You can see what your company’s credit limit is by navigating to the Company transactions tab and looking in the top-left corner. Please read these articles for more details about your credit limit:
- How can I request a higher credit limit?
- When my team hits our credit limit, how do I free up more spending room?
We use connected bank accounts to help determine your company's credit limit. You can connect additional bank accounts, remove or fix a current connection, and verify which accounts are currently connected under Settings on the left side of your dashboard. Please read the articles below for more information regarding bank connections:
Brex account admins have full permissions and are able to:
- Invite team members to get cards
- Manage AP clerks and user limits
- Set up and manage third-party software integrations
- View company-wide metrics, including all transactions
- Export statements
- Initiate payments
Brex Rewards is the most valuable card rewards program on the market as there is no cap on what you can earn with Brex.
If your company uses Brex as its primary corporate card, you'll qualify for Brex Exclusive and earn points with every transaction. You can learn more about the different rewards multipliers by reading What rewards does Brex offer?.
Your points can be redeemed for statement credit, travel benefits, airline miles, or cryptocurrency. For more details about points redemptions, please read How do I redeem my Brex points?.
You can view your current points balance by clicking Rewards on the left of your dashboard.
For additional questions please contact Brex Support via your dashboard and we'll be happy to help. Our hours are 5am to 8pm Pacific time, 7 days per week.