Groups can be nested into a hierarchy with sub-groups
Each group has a type (from six options)
Add groups one at a time, import from CSV, or sync from your HR system
Location, region, and company group types drive location scoping
A user can belong to multiple groups
What groups are for
Groups define the working units of your organisation. Membership in a group:
Controls what data a user can see and act on at the group level
Drives group-level reporting: compliance posture, risks, controls, and psychosocial results broken down by team and location
Scopes frameworks per group, so you can layer jurisdiction-specific requirements (see "Configuring frameworks per group or location")
Groups are independent of the formal reporting structure. The Org Chart captures who reports to whom; groups capture who works together for compliance purposes. See Configuring the org chart and reporting structure.
The six group types
Every group has a type. The type determines how the group behaves in reporting and scoping:
Type | Typical use |
Team | A working team |
Department | A functional department |
Business Unit | A division or business line |
Company | A whole company or legal entity |
Region | A geographic region |
Location | A physical site or office |
Company, Region, and Location drive location scoping: The Company, Region, and Location types are what ReFresh uses to apply location-based compliance: jurisdiction-specific frameworks and requirements attach through these. Use them to model where your workforce actually is. See Multi-site and multi-entity organisations.
Viewing your groups
Open Settings → Groups. The page shows your top-level groups, each displaying its name and type, headcount (people in the group plus its sub-groups), and a control to expand and see sub-groups. Use the search bar to find a specific group.
Adding a group
Click Add group. Provide the group's name, type, and parent group (if it sits under another group). Save, then add members.
Members can be added:
On the group's own page once it exists
Via Settings → Employees, by editing a person and assigning them to groups
Automatically through HRIS sync
Importing groups from CSV
Click Import from CSV to bulk-load groups using the ReFresh CSV template, validated before import. Use this when standing up a new tenant or after a reorganisation.
Employee CSV import also creates groups: When you import employees from a CSV that references groups, ReFresh auto-creates any groups that don't yet exist. A single people-and-structure file can build your group hierarchy for you. See Adding, inviting, and managing users.
Group hierarchy and sub-groups
Groups can be nested: a Region can contain Locations, which can contain Departments and Teams. Reporting and data access roll up from the lowest sub-group to the top, so an Organization Admin sees the full picture while a group-scoped user sees only their group and its sub-groups.
Modelling multiple sites and entities
Larger organisations model their sites, divisions, and separate entities with groups rather than separate ReFresh organisations. Represent each site or entity as a top-level group with the appropriate type, and use sub-groups for the structure beneath it. This keeps everything in one organisation (one people directory, one sign-in, one aggregate view of your posture) while giving each site or entity its own scoped data, reporting, and framework configuration:
Data access follows group membership, so a Brisbane-group member sees Brisbane data while a national role sees everything.
Group-level reporting gives each site its own risk register, controls, and results.
Per-group frameworks let different jurisdictions or sector standards apply to different parts of the organisation.
Use the Company, Region, and Location types for these top-level groups so location-based frameworks and requirements attach correctly. See Multi-site and multi-entity organisations.