2. Organisation setup
Configure your organisation in ReFresh: tenant settings, groups, employees, the org chart, HRIS integrations, single sign-on, multi-factor authentication, and multi-site or multi-entity structure.
By Harrison1 author8 articles
Tenant settings and global configurationTenant-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...
Creating and managing groupsGroups represent the working units of your organisation (teams, departments, business units, regions) and control data access, permissions, and group-level reporting.
Adding and managing usersAdd 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…
Configuring the reporting structure (org chart)The Org Chart at Settings → Org Chart visualises your formal reporting structure: who reports to whom, including dotted-line and matrix relationships. It is separate from groups, which capture...
Connecting an HRISReFresh syncs users and groups from your HRIS or identity provider. **User Auto-Sync** pulls people; **Group Sync** pulls organisational structure (locations, departments, divisions).
Setting up SSOReFresh supports single sign-on through SAML 2.0, OpenID Connect, and OAuth 2.0. Google Workspace, Microsoft Entra ID (formerly Azure AD), and Okta are the primary tested providers.
Multi-factor authenticationMulti-factor authentication (MFA) adds a second verification step at sign-in. Users enable MFA on their own account from the Profile page accessed via their avatar in the top right.
Multi-site, multi-entity, and tenant federationUse groups to model multiple sites or divisions inside a single organisation. For organisations with separate legal entities or completely independent compliance programmes, ReFresh supports tenant federation on the Automate…