What are managers and how do I assign them?

Account admins and card admins can now indicate a user's manager in their user details. This gives managers more visibility into and control over their direct reports’ spend, and helps account admins and card admins delegate important expense management tasks.

Account admins and card admins can assign managers by following the steps below.

Step 1: Navigate to the Team tab in your Brex dashboard and click Users.

Step 2: Click the user's name and in the details section on the right, enter the user’s manager in the Manager field. If the user's manager does not appear in the dropdown, start typing their name into the field to make their name selectable.

Note: Only active users who aren’t bookkeepers can become a manager. Non-admins can also become managers of any user.

What permissions do managers have?

Managers are able to see their direct reports’ card transactions and spend alerts. Only account admins and card admins can make changes to the company expense policy, but managers can follow up on out-of-policy transactions and mark them as reviewed. 

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