How to change the spend limit for an employee cardholder in Brex
When you have decided to (permanently) move an employee into a new spend limit on their Brex card, please use this procedure instead of the temporary increase method that is more conveniently available to you via the employee request window.
While it is technically possible to increase an employee's spend limit using the option in the spend limit increase request notification you may have received, it is not the best way to permanently change the employee from one spend limit to another. Please follow this process instead:
1) Within Brex, go to Budgets> Nelson Tire, LLC - All Expenses, then expand to see the list of Spend Limits
2) Click the three dots of the spend limit you want to reassign the employee to, and then choose "Edit spend limit"
3) Add the employee to the spend limit you are moving them to, and save:
4) Navigate to the Cards and Limits page, and find the employee:
5) After clicking the employee, the employee card will appear. Click the Switch limit button, then choose the new spend limit that you are granting the employee. You can go back to steps 1 and 2 to remove the employee from the old spend limit.