Account role types and permissions

The Account admin has the highest level of access. This role is only available to companies with a Brex business account. Account admins can manage banking, payments, user access, integrations, and rewards. They’re also the only ones who can deposit checks via mobile.

Key abilities:

• Full access to company banking, including transfers and deposits.
• Manage all users, policies, integrations, and roles.
• Approve and release payments for bills.
• Control travel management, reporting, and vendors.
• Create and manage custom roles (Premium & Enterprise).

Card admins have nearly the same access as Account admins for spend, bill pay, and travel. However, they cannot access banking (e.g., Brex business account balances, statements, or transfers) and cannot manage Account admins.

Note: If your company doesn’t have a Brex business account, Card admin is effectively the highest level of access available. Card admins still cannot manage banking or Account admins.

Key abilities:

• Manage cards, budgets, bills, and policies.
• Full permissions for travel bookings and vendors.
• Invite and deactivate users (except Account admins).

User management admins are designed to manage people and org structure. They do not have access to banking or billing details, but can set up teams and integrations.

Key abilities:

• Invite and deactivate users.
• Manage org structure (departments, cost centers, entities, HRIS/SCIM).
• Assign spend limits and manage non-admin access.

Travel admins focus on company travel. They manage company travel, set preferred vendors, and manage approvals, but do not have broader account access.

Key abilities:

• Approve trips for others.
• Manage company travel vendors
• View travel reporting and insights.

Bookkeepers are typically external or finance team members with access to account data. They cannot manage users or policy rules, but can help with accounting and bill pay.

Key abilities:

• Download and view statements and reports.
• Categorize, prepare, review, and export transactions.
• Manage accounting integrations and categories.
• View and edit AP bills and vendors.
• Request spend limits and use Brex cards (if enabled).
• View and manage invoices.

AP clerks focus on managing bills and vendors. They can see statements and transactions in the Brex business account but need approval for outbound transfers. They can also help with accounting.

Key abilities:

• Draft, edit, and approve bills (if assigned as approver).
• Manage vendors and AP workflows.
• View and edit all transactions and attach receipts/memos.
• Categorize, prepare, review, and export transactions.
• Use virtual and physical cards (if enabled).
• View and manage invoices.

The Employee role is the default for most users. Employees can use Brex cards, submit reimbursements, and manage their own transactions.

Key abilities:

• Use Brex cards and view spend limits assigned to them.
• Submit reimbursements for personal card spend.
• Add receipts and memos to their own transactions.

Reimbursement-only employees cannot hold Brex cards but can submit reimbursements for personal business expenses.

Key abilities:

• Submit reimbursements for review and approval.