Groups represent the working units of your organisation (teams, departments, business units, regions) and control data access, permissions, and group-level reporting.
Groups can be nested into a hierarchy with sub-groups
Each group has a type label (for example, Region)
Add groups one at a time or import from CSV
Membership controls what data a user can see and act on
A user can belong to multiple groups
What groups are for
Groups define the working units of your organisation: teams, departments, business units, sites, or regions. 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)
Lets you scope frameworks per group, so you can layer jurisdiction-specific requirements (see "Configuring frameworks per group or location", 5.4)
Groups are independent of the formal reporting structure. The Org Chart (Settings → Org Chart) captures who reports to whom; groups capture who works together for compliance purposes.
Viewing your groups
Open Settings → Groups. The page shows all top-level groups, with each group displaying:
Group name and type (for example, "Australia" with type "Region")
Headcount (people in this group plus people in sub-groups)
Sub-group count
A chevron to expand the group and see its sub-groups
Use the search bar at the top to find a specific group.
Adding a group
Click Add Group in the top right. Provide the group's name, type, and parent group (if it sits under another group). Save the group, then add members.
Members can be added either:
Via the group's own page once it exists
Via Settings → Employees by editing an employee and assigning them to groups
Automatically through HRIS-driven Group Sync (see "Connecting an HRIS", 2.5)
Importing groups from CSV
Click Import from CSV to bulk-load groups using the ReFresh CSV template. The template is validated before import. Use this when standing up a new tenant or after a reorganisation that changes many groups at once.
Group hierarchy and sub-groups
Groups can be nested. A "Region" group can contain "Country" groups, which can contain "Site" groups. Reporting and data access roll up from the lowest sub-group to the top-level group, so an Organization Admin sees the full picture while a group-scoped user sees only their group and its sub-groups.
Related articles
Configuring the reporting structure (2.4)
Adding and managing users (2.3)
Connecting an HRIS (2.5)
Configuring frameworks per group or location (5.4)