Tenant-level settings sit behind the gear icon in the top right and cover your organisation's profile, employees, groups, reporting structure, integrations, billing, and incident reporting configuration.
Open Settings via the gear icon (top right)
Settings sidebar covers Company, Employees, Groups, Org Chart, Invites, User Auto-Sync, Group Sync, Billing, Assets, Incident Management
The Company page sets your organisation's profile, branding, industry sector, and worker locations
Most other Settings pages have their own help articles linked at the end
Opening Settings
Click the gear icon in the top right of any page. This opens Settings, with sub-pages listed in the left sidebar.
You need Organization Admin permissions to change most tenant-wide settings. Compliance Managers and Members see a limited subset.
Company profile
The Company page sets your organisation's identity inside ReFresh.
Company Profile controls:
Company Icon: shown in menus and as a small avatar across the platform
Company Logo: shown in the sidebar
Company Name: the name displayed in the organisation switcher and in reports
Description: a short description of what your organisation does
Business Details controls:
Industry Sector: the industry classification used for sector-specific framework and risk scenario suggestions
Worker Locations: the country or countries your workforce is based in, used for jurisdictional configuration
Click Edit on either section to update the details.
What other Settings pages cover
Settings page | What it covers | Related article |
Employees | List of users in your organisation; add, edit, remove | Adding and managing users (2.3) |
Groups | Teams, departments, business units | Creating and managing groups (2.2) |
Org Chart | Reporting relationships | Configuring the reporting structure (2.4) |
Invites | Inviting new users; public join links | Adding and managing users (2.3) |
User Auto-Sync | HRIS-driven user sync | Connecting an HRIS (2.5) |
Group Sync | Integration-driven group sync | Connecting an HRIS (2.5) |
Billing | Subscription and payment | Subscription tiers and what is included (8.9) |
Assets | Company-managed assets | (See platform documentation.) |
Incident Management | Incident reporting configuration | Reporting an incident (admin view) (4.6) |
Related articles
Logging in and navigating ReFresh (1.2)
Adding and managing users (2.3)
Creating and managing groups (2.2)
Subscription tiers and what is included (8.9)