Brex | What are the various Brex role types?
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What are the various Brex role types?


New role names

We've changed our role names to help you decide which roles best fit your team members.

CX: brex-role-names

Account admin

Note: This role type is only available for accounts with Brex Cash enabled.

As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only role type that’s able to make mobile deposits.

You'll also have the ability to freely initiate transfers both in and out of your Brex Cash account, and manage bank connections. In addition, you’ll control user permissions and account settings, including new user invitations, integration settings, and rewards redemption.

All of these abilities apply to both your Brex Cash and standard card accounts.

Account admins can also create expense policies, approve bill payment drafts, and limit increase requests. 

Card admin

Card admins have the same permissions as the account admin as it relates to Brex cards, but you aren’t able to access the company’s Brex Cash account. This includes viewing Brex Cash account transfer history or statements. Similarly, you won't be able to initiate any transfers or payments from within your dashboard.

Bookkeeper

As a bookkeeper, you’ll have read-only access to the records in your Brex account; such as statements and your integrations.

However, you won't have the ability to make changes to the account settings or settings of other users. You also won't be able to have cards assigned to you as a bookkeeper. 

AP clerk

Note: This role type is only available for accounts with Brex Cash enabled.

An AP clerk has visibility into the Brex Cash account, where you’ll be able to see statements, account details, and all Brex Cash transactions. You won't be able to add funds to your Brex Cash account but, with admin approval, you can send outbound transfers.

For card transactions, you'll only have visibility into those made on your own cards. You can add receipts and memos to these transactions, as well as re-categorize them if you’d like.

You'll also be able to have and issue yourself both virtual and physical cards. While you won't have the ability to see your overall account limit, you’ll have visibility into your individual user limit and spend.

Employee

Employees have similar permissions as AP clerks, except they won't be able to see any details about the company’s Brex Cash account.

Like the AP clerk, you can view or add information to your own transactions, monitor your user limit, and issue yourself cards.

Note: For information about user roles as relating to Brex API access, please see our developer documentation.

This table provides more details about the permissions of each role.

Card account management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

See all account transactions

x

x

Personal transactions

x

Personal transactions

See company account’s current balance, available spend, and statement period

x

x

Connect bank accounts to Brex

x

x

Make payments

x

x

Download statements/transaction reports

x

x

Personal reports

x

Personal reports

Request to change account details

x

x

Set up/manage accounting software integrations

x

x

x

Recategorize account transactions

x

x

Personal transactions

x

Personal transactions

Attach receipts/memos to account transactions

x

x

Personal transactions

x

Personal transactions

View and redeem Brex points

x

x

Cash account management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

Assign the cash and card admin role

x

View Brex Cash statements, balance, account details, and transactions

x

x

x

Add memos to Brex Cash transactions

x

x

x

Download Brex Cash statements/transaction reports

x

x

x

Send money from Brex Cash account

x

With approval

Add funds to Brex Cash account

x

User management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

See personal monthly spend and user limit

x

x

x

x

Invite new users

x

x

Invite bookkeeper

x

If you don’t have a Cash account

Assign and update user limits

x

x

Suspend and unsuspend users

x

x

Create/assign departments and locations

x

x

Personal transactions

Personal transactions

Card management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

Have virtual and physical Brex cards

x

x

x

x

Issue new virtual and physical cards

x

x

Personal cards

Personal cards

Was this article helpful?

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Still can't find what you're looking for?

Chat with us->
Open an account

What are the various Brex role types?


New role names

We've changed our role names to help you decide which roles best fit your team members.

CX: brex-role-names

Account admin

Note: This role type is only available for accounts with Brex Cash enabled.

As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only role type that’s able to make mobile deposits.

You'll also have the ability to freely initiate transfers both in and out of your Brex Cash account, and manage bank connections. In addition, you’ll control user permissions and account settings, including new user invitations, integration settings, and rewards redemption.

All of these abilities apply to both your Brex Cash and standard card accounts.

Account admins can also create expense policies, approve bill payment drafts, and limit increase requests. 

Card admin

Card admins have the same permissions as the account admin as it relates to Brex cards, but you aren’t able to access the company’s Brex Cash account. This includes viewing Brex Cash account transfer history or statements. Similarly, you won't be able to initiate any transfers or payments from within your dashboard.

Bookkeeper

As a bookkeeper, you’ll have read-only access to the records in your Brex account; such as statements and your integrations.

However, you won't have the ability to make changes to the account settings or settings of other users. You also won't be able to have cards assigned to you as a bookkeeper. 

AP clerk

Note: This role type is only available for accounts with Brex Cash enabled.

An AP clerk has visibility into the Brex Cash account, where you’ll be able to see statements, account details, and all Brex Cash transactions. You won't be able to add funds to your Brex Cash account but, with admin approval, you can send outbound transfers.

For card transactions, you'll only have visibility into those made on your own cards. You can add receipts and memos to these transactions, as well as re-categorize them if you’d like.

You'll also be able to have and issue yourself both virtual and physical cards. While you won't have the ability to see your overall account limit, you’ll have visibility into your individual user limit and spend.

Employee

Employees have similar permissions as AP clerks, except they won't be able to see any details about the company’s Brex Cash account.

Like the AP clerk, you can view or add information to your own transactions, monitor your user limit, and issue yourself cards.

Note: For information about user roles as relating to Brex API access, please see our developer documentation.

This table provides more details about the permissions of each role.

Card account management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

See all account transactions

x

x

Personal transactions

x

Personal transactions

See company account’s current balance, available spend, and statement period

x

x

Connect bank accounts to Brex

x

x

Make payments

x

x

Download statements/transaction reports

x

x

Personal reports

x

Personal reports

Request to change account details

x

x

Set up/manage accounting software integrations

x

x

x

Recategorize account transactions

x

x

Personal transactions

x

Personal transactions

Attach receipts/memos to account transactions

x

x

Personal transactions

x

Personal transactions

View and redeem Brex points

x

x

Cash account management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

Assign the cash and card admin role

x

View Brex Cash statements, balance, account details, and transactions

x

x

x

Add memos to Brex Cash transactions

x

x

x

Download Brex Cash statements/transaction reports

x

x

x

Send money from Brex Cash account

x

With approval

Add funds to Brex Cash account

x

User management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

See personal monthly spend and user limit

x

x

x

x

Invite new users

x

x

Invite bookkeeper

x

If you don’t have a Cash account

Assign and update user limits

x

x

Suspend and unsuspend users

x

x

Create/assign departments and locations

x

x

Personal transactions

Personal transactions

Card management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

Have virtual and physical Brex cards

x

x

x

x

Issue new virtual and physical cards

x

x

Personal cards

Personal cards

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

What are the various Brex role types?


New role names

We've changed our role names to help you decide which roles best fit your team members.

CX: brex-role-names

Account admin

Note: This role type is only available for accounts with Brex Cash enabled.

As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings. You'll have visibility into all transactions, statements, limits, and balances, and are the only role type that’s able to make mobile deposits.

You'll also have the ability to freely initiate transfers both in and out of your Brex Cash account, and manage bank connections. In addition, you’ll control user permissions and account settings, including new user invitations, integration settings, and rewards redemption.

All of these abilities apply to both your Brex Cash and standard card accounts.

Account admins can also create expense policies, approve bill payment drafts, and limit increase requests. 

Card admin

Card admins have the same permissions as the account admin as it relates to Brex cards, but you aren’t able to access the company’s Brex Cash account. This includes viewing Brex Cash account transfer history or statements. Similarly, you won't be able to initiate any transfers or payments from within your dashboard.

Bookkeeper

As a bookkeeper, you’ll have read-only access to the records in your Brex account; such as statements and your integrations.

However, you won't have the ability to make changes to the account settings or settings of other users. You also won't be able to have cards assigned to you as a bookkeeper. 

AP clerk

Note: This role type is only available for accounts with Brex Cash enabled.

An AP clerk has visibility into the Brex Cash account, where you’ll be able to see statements, account details, and all Brex Cash transactions. You won't be able to add funds to your Brex Cash account but, with admin approval, you can send outbound transfers.

For card transactions, you'll only have visibility into those made on your own cards. You can add receipts and memos to these transactions, as well as re-categorize them if you’d like.

You'll also be able to have and issue yourself both virtual and physical cards. While you won't have the ability to see your overall account limit, you’ll have visibility into your individual user limit and spend.

Employee

Employees have similar permissions as AP clerks, except they won't be able to see any details about the company’s Brex Cash account.

Like the AP clerk, you can view or add information to your own transactions, monitor your user limit, and issue yourself cards.

Note: For information about user roles as relating to Brex API access, please see our developer documentation.

This table provides more details about the permissions of each role.

Card account management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

See all account transactions

x

x

Personal transactions

x

Personal transactions

See company account’s current balance, available spend, and statement period

x

x

Connect bank accounts to Brex

x

x

Make payments

x

x

Download statements/transaction reports

x

x

Personal reports

x

Personal reports

Request to change account details

x

x

Set up/manage accounting software integrations

x

x

x

Recategorize account transactions

x

x

Personal transactions

x

Personal transactions

Attach receipts/memos to account transactions

x

x

Personal transactions

x

Personal transactions

View and redeem Brex points

x

x

Cash account management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

Assign the cash and card admin role

x

View Brex Cash statements, balance, account details, and transactions

x

x

x

Add memos to Brex Cash transactions

x

x

x

Download Brex Cash statements/transaction reports

x

x

x

Send money from Brex Cash account

x

With approval

Add funds to Brex Cash account

x

User management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

See personal monthly spend and user limit

x

x

x

x

Invite new users

x

x

Invite bookkeeper

x

If you don’t have a Cash account

Assign and update user limits

x

x

Suspend and unsuspend users

x

x

Create/assign departments and locations

x

x

Personal transactions

Personal transactions

Card management

Permissions

Account admin

Card admin

AP clerk

Bookkeeper

Employee

Have virtual and physical Brex cards

x

x

x

x

Issue new virtual and physical cards

x

x

Personal cards

Personal cards

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->