Brex Integration

Modified on Wed, 29 Jan at 3:46 AM

Integrating Brex with Josys enables the IT Admin to view and manage the user accounts.   



Key benefits


When you integrate Josys with Brex, you can

  • View: List of user accounts, including their status and roles.
  • Perform action: Add a user account.


Note: Josys supports multiple Brex integrations.



Prerequisites


Before you begin with the integration, make sure that you have:

  • A Brex admin account
  • An API Token
  • An Essentials or Premium plan



Locating the API Token


Step 1: Log in to Brex using an account with admin privileges.


Step 2: Select the Company settings from the User Profile menu at the right corner of the screen.



Step 3: The integration screen appears from where select Developer from the Staging menu and click Create token.



Step 4: Provide a name for the API token, select necessary access rights, and click Create Token. 




Step 5: Grant the required access by allowing the appropriate permissions. 



Step 6: Copy the API token for later use in the integration steps and click Done.




Steps to Integrate

Step 1: Select Brex from the App Catalog in the Apps section.


Step 2: Provide a suitable Label in the respective field

Step 3: Enter the API Token in their respective field and click Next to proceed.


Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.


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