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Brex

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.

These steps ensure you have complete control over the access given to copilots while keeping your account secure.

Step-by-step guide to adding account copilots who can manage account operations on behalf of the main user.

Adding and Managing Copilots

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:

Following these steps will help ensure that your notifications and alerts are tailored to provide relevant, actionable insights into your Brex account activities.

Instructions on setting up, customizing, and managing notifications to stay informed about account activity.

Managing Notifications and Alerts

Maintaining accurate company information is essential for seamless financial management. This article guides you through updating critical details like your business address, contact information, and tax data in your Brex account.

Keeping your company information up to date ensures compliance, accurate communication, and smooth transactions with Brex.

Guide on updating essential company information like business address, contact details, or tax information.

Account Management

Adding and Managing Copilots

Managing Notifications and Alerts

Company Details Update