Add users by inviting them at Settings → Invites or by adding employees directly at Settings → Employees. Both routes assign a role and optional group memberships when the user is created.

Users in your organisation are called Employees
Add users one at a time, in bulk via CSV, or through HRIS sync
Three role options at invite time: Organization Admin, Compliance Manager, Member
Public Join links let people request to join with admin approval
Each user can belong to multiple groups

Three ways to add users

Invites (Settings → Invites): generates an invitation; the user accepts and creates their own credentials. Best for individuals, especially when you do not control their email provisioning.
Add Employee (Settings → Employees): creates the employee record directly. Best for bulk additions or when you want the record set up before the person logs in.
HRIS sync (Settings → User Auto-Sync): pulls users automatically from a connected HRIS. Best for ongoing sync at scale.

Inviting a user

Open Settings → Invites.
Click Invite Users.
In the dialog, search for people, select an entire group, or type one or more email addresses (comma-separated).
Choose a role from the Invite as dropdown:
- Organization Admin: full tenant access including billing and user management
- Compliance Manager: admin access scoped to compliance modules without billing or user management
- Member: worker-level access via My ReFresh
Click Invite Users to send.

The invited person receives an email with a sign-in link. Once they accept, they appear on the Employees list.

Adding an employee directly

Open Settings → Employees and click Add Employee. Provide the employee's first name, last name, and email. Once created, you can edit the employee to set their job title, reporting line, group memberships, and role.

Importing employees from CSV

Click Import from CSV on the Employees page. Use the ReFresh CSV template; the file is validated before import, and any rows that fail validation are flagged so you can correct them.

CSV import is a one-time bulk action. For ongoing sync, use HRIS integration via User Auto-Sync (see "Connecting an HRIS", 2.5).

Public Join links

Public Join is an optional setting that lets anyone with a generated link request to join your organisation. Requests require admin approval before the user is added.

To enable Public Join:

Open Settings → Invites.
Find the Public Join card and click Enable.
Share the resulting link with people who should be able to request access.

Disable Public Join when you no longer want self-service join requests; existing users are unaffected.

Editing or removing an employee

Click any row on the Employees list to open that employee's record. From there you can update their job title, reporting line, group memberships, or role. To remove someone, use the remove or deactivate option on their record.

Seat usage

The Employees page shows your seat usage at the top (for example, "124 / 0 Seats (124 over)"). If you exceed the seat allocation included in your subscription tier, contact your ReFresh account contact to expand the allocation.