Account and Administration
Set up and run your organisation in ReFresh: company profile, people and seats, groups and org structure, assets, notifications, and your subscription.
By Harrison1 author9 articles
- Company settings and global configurationSettings is where you run your organisation in ReFresh: company profile, people and groups, org structure, assets, incident routing, subscription, and single sign-on. Open it from the gear icon in…
- Adding, inviting, and managing usersAdd people to ReFresh by inviting them, adding employee records directly, or syncing from your HR system. Each route assigns a role and optional group memberships when the user is…
- Creating and managing groupsGroups represent the working units of your organisation: teams, departments, business units, regions, and sites. Membership controls what data a user can see, drives group-level reporting, and scopes compliance frameworks.
- Configuring the org chart and reporting structureThe Org Chart captures your organisation's formal reporting structure: who reports to whom. It is separate from groups, which represent working units.
- Multi-site and multi-entity organisationsLarger organisations, whether they run several sites, divisions, or separate legal entities, model all of it inside a single ReFresh organisation using groups. There is no need for separate organisations…
- The asset libraryThe asset library is your organisation's shared image store. Upload logos, cover images, and other graphics once, then reuse them across the reports and documents you build in ReFresh.
- Your subscription and seatsReFresh uses simple per-seat pricing with a single plan, and everything is included. View your subscription and seat usage on the Billing page in Settings.
- Managing custom roles and permissionsAlongside the roles ReFresh provides, admins can build custom roles with the exact permissions a job needs, assign them to people, and set a default role for new members. Here…
- Role guardrails and edge casesThe rules ReFresh applies so a role change cannot quietly break access or lock your organisation out: the privilege ceiling, read-only provided roles, when a role cannot be deleted, and…