1. Log in to Brex and navigate to your dashboard
2. Go to Team > User and click on "Invite User", by email not external parter
3. Enter the following requested information - Use a real SSN
First name: Flow
Last name: Finance
Email: Please use your account specific FlowFi email address!
4. Select the the "Bookkeeper" role
5. Clicking send and we should receive the invitation!
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.