Adding and Managing Copilots
Last updated May 10, 2024
Introduction:
In Brex, copilots help with managing account operations by acting on behalf of the main user. This article walks you through how to add and manage copilots to delegate key tasks securely and efficiently.
Steps to Add and Manage Copilots:
- Navigate to Account Settings:
- Log into your Brex dashboard.
- Click on your profile or the settings icon to access your account settings.
- Access User Management:
- In the account settings menu, locate and click on "User Management" or "Team Members."
- Add a New Copilot:
- Click on the "Add User" or "Invite Member" button.
- Fill out the copilot's information, including name, email, and any specific roles or permissions.
- Assign Permissions and Roles:
- Assign roles or permissions based on the tasks the copilot will perform.
- Confirm or adjust what sections of the dashboard and functions the copilot can access.
- Send Invitation:
- Review the copilot’s details and permissions before sending an invitation.
- Click on "Send Invitation." The copilot will receive an email with steps to accept and log in.
- Manage Existing Copilots:
- For existing copilots, use the same "User Management" section to edit roles, permissions, or remove users when necessary.
These steps ensure you have complete control over the access given to copilots while keeping your account secure.
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