Managing Notifications and Alerts
Last updated May 10, 2024
Introduction:
Staying informed is crucial when managing financial accounts. With Brex, notifications and alerts help you keep track of transactions, limits, and account activity. This article will guide you through customizing notifications and alerts to match your specific needs.
Steps to Manage Notifications and Alerts:
- Access the Notification Settings:
- Log in to your Brex account and head to the dashboard.
- Locate the "Settings" icon or your profile picture to open the account settings.
- Navigate to Notification Preferences:
- In the settings menu, find and select "Notification Preferences" or "Alerts."
- Customize Notification Types:
- Review the list of available notification categories (e.g., transaction alerts, spending limits, approvals).
- Enable or disable notifications for each category according to your preferences.
- Choose Delivery Method:
- For each notification type, choose your preferred delivery method (e.g., email, SMS, in-app).
- Ensure your contact details are up to date for proper delivery.
- Set Alert Thresholds (if applicable):
- For notifications involving limits (e.g., spending caps, fund balance thresholds), specify the desired limits or thresholds.
- Save any changes to ensure they take effect.
- Test and Review Notifications:
- Send a test notification to confirm the settings are configured correctly.
- Periodically review and adjust notification preferences to stay in sync with your evolving business needs.
Following these steps will help ensure that your notifications and alerts are tailored to provide relevant, actionable insights into your Brex account activities.
Was this article helpful?