- Help
- Using the dashboard
- People
People
Who's on your project, how to add a colleague, and what happens when someone leaves.
Who's on your project
The small round faces at the top right of each page are the people on your project, from your business and from Refresh. Hover over one to see the name.
In Messages and in request conversations, the Refresh team have a REFRESH label next to their names. Your role (for example "Owner" or "Marketing lead") can be shown next to your name too.
Everyone on a project can see everything in it: every channel, request, link and file. People only ever see the projects they've been added to. Your colleagues' email addresses aren't shown to you, and other clients can never see your project.
Adding a colleague
Ask us. Send a message in your project (or email us) with their name, email address and, if you like, their role. We'll add them, and they'll get an email inviting them in. There's no password and no sign-up form. They just follow the signing in steps with that email address.
When someone leaves
If someone leaves your business or no longer needs access, tell us. When we remove them from the project, their access ends straight away. If they had the dashboard open, they'll see "You no longer have access to this project" and be taken out. Their earlier messages and approvals stay in the record.
Changing your name or role
Ask us and we'll update it.
Last updated on 18 October 2026