Reftab FAQ Search below for topics covered in our help guides. Reftab Fundamentals A Guide to Reftab’s Approval Flows and Procurement TrackingCan accessories be organized into categories?Can I change the due date or return time of assets and loaned equipment?Can I create sub locations?Can I edit assets in bulk by supplying asset IDs?Consumable Transactions Using Reftab Mobile AppCustom Loan FieldsHow can I archive or dispose of my assets and view archived assets?How Can I Clone Assets?How can I delete assets in bulk?How can I use a handheld scanner for checking out items quickly?How can I verify custody of assets?How to “Filter Assets by Available Dates” in ReftabHow to Access the User PortalHow to Archive a Loanee (user)How to Audit Fixed Assets in ReftabHow to Automate Pre-Trip InspectionsHow to change an asset’s categoryHow to Check In Assets in BulkHow to check out assets and accessories in bulk?How to Customize your User PortalHow to edit assets in bulk in ReftabHow to edit Locations and Sub Locations?How to Export a Report to ExcelHow to Filter Assets by Reservation AvailabilityHow to Group Loans and ReservationsHow to import Reftab Assets to the Avery DesignerHow to Merge Duplicate LoaneesHow to prevent duplicate serial number fieldsHow to set Default Loan Period and Max Loan TimesHow to track Software Licenses in ReftabHow to Transfer Consumable AccessoriesHow to update or change an asset image?How to utilize barcodes and scanning for stock-take (consumables)How to: Submit Reservations via the Reftab Mobile AppIs Reftab cloud based or self hosted?Printing asset tag labels in ReftabView Email LogsViewing and Exporting Logs in ReftabWhat is Reftab?What kind of fields does Reftab allow you to configure? Configuration Automatically Report on Disabled Users with EquipmentCan accessories be organized into categories?Can Asset Categories be Nested so as to have Categories within Categories?Can I automatically return equipment at a scheduled time?Can I import a CSV file of loaned items?Can I omit a URL prefix on my QR Codes?Can I restrict items for loan until they are cleaned?Can I restrict the amount of assets loaned?Can I update asset status labels automatically?Can Reftab Automatically Move Assets to Different Locations?Can Reftab send emails using SMTP?CDW + Reftab Integration Troubleshooting GuideChanging date formatsConfiguring Low Quantity Alerts on Asset TypesDisplay a custom notice in the portalDomain Verification for SAMLHow can I set my currency?How Do I Customize a Category and Fields?How do I integrate NinjaOne with Reftab?How do I set business hours?How do I setup and report on asset depreciation?How to add additional user accounts and setup access restrictions?How to Automate Reftab Backups?How to automatically update asset details and field data using workflowsHow to configure and track unit costs in ReftabHow to configure preventative maintenance in Reftab?How to Configure Reservation Reminder EmailsHow to connect Reftab to Google Data StudioHow to Create Maintenance Work Orders and Schedule Maintenance in ReftabHow to Display Zendesk Tickets on Linked Assets in ReftabHow to Integrate Lansweeper with ReftabHow to reference another user as a manager or supervisor in Reftab from OktaHow to Setup Tool Sharing in ReftabHow to use a Public Calendar with ReftabHow to use consumables within a maintenance work-order formHow to use time blocks in Reftab to establish pre-set reservation blocksHow To: Setting Rental RatesIntegrating Mosyle with Reftab: Step-by-Step InstructionsLimit Reservation Days / Set a Maximum Reservation Limit for UsersList of email variablesMulti-Tenancy, Creating/Deleting Tenants and Provisioning UsersOverview of Reftab’s Equipment Request FeatureReftab’s Default User Access Roles ExplainedRequiring Electronic Signature upon CheckoutSend Email Alert for Upcoming Assets and Loans Due for ReturnWhat HR System does Reftab connect to? Integrations Automatically Report on Disabled Users with EquipmentAzure Active Directory integration with SAML SSOCan Reftab send emails from my Gmail Account?CDW + Reftab Integration Troubleshooting GuideDo you interface with any bookkeeping software?Does Reftab have a Zapier IntegrationDoes Reftab Integrate with Jira?Does Reftab offer an API?Encountering issues with Intune asset auto-assignment?Google Workspace Integration Guide – How to integrate Google Workspace with ReftabGoogle Workspace LDAP SyncHow can I re-sync assets in Jira?How do I configure Reftab as an OKTA application for SSO?How do I configure SCIM with OKTA?How do I configure SSO with JumpCloud?How Do I Integrate My HR System with Reftab?How do I integrate NinjaOne with Reftab?How does Jira display assets to end users?How to Automate Your Dell Warranty LookupsHow to Automate Your Lenovo Warranty LookupsHow to Choose the Right Barcode Label PrinterHow to Enable Okta SaaS Discovery with ReftabHow to Integrate Jamf School with ReftabHow to Manually Assign Assets in ZendeskHow to reference another user as a manager or supervisor in ReftabHow to reference another user as a manager or supervisor in Reftab from OktaHow to Setup Email SMTP Settings with Office365 OAuth2 Authentication with ReftabHow to setup SCIM with Microsoft Entra ID (Azure Active Directory)How to setup Single Sign-On (SSO) of Reftab with Active Directory Federation Services (ADFS 2.0)?How to sync Cisco Meraki with ReftabHow to Sync Reftab and Google Looker StudioHow to Troubleshoot Reftab Agent and View Agent Logs in Windows OSHow to use Postman with Reftab’s API?How to use Reftab Asset Management Software with No code or Low Code PlatformsHow to Use Zebra Designer to Print Barcodes in Bulk?How To: Integrate JAMF with ReftabHow To: Integrating CDW Assets with ReftabHow To: Setup Reftab’s Microsoft SaaS DiscoveryHow to: Utilize Integration Sync LoggingIntegrating Mosyle with Reftab: Step-by-Step InstructionsIs there an agent to install on Windows and macOS to automatically inventory IT assets?MS Intune Integration Guide – How to integrate Microsoft Intune with ReftabNew Utilization Features in Okta and Azure SaaS Discovery Integration with ReftabReftab LDAP Sync Configuration GuideReftab Power BI IntegrationReftab PowerShell ScriptSyncing Jamf Devices to Specific Locations in ReftabTrack Adobe Licenses Automatically with Reftab’s Adobe IntegrationUnable to see Jira issues on Reftab assetsUser authenticated, but email not in Reftab and attribute mapping failedWhat HR System does Reftab connect to? Accounts & Billing Account Already Exists Error?Adjust Asset CountBilling History and Downloading Invoices and ReceiptsDoes Reftab offer a non profit / education discount?How can I change the Reftab billing account?How can I trial Reftab for free?How do I replace or change the main administrator account?How To Cancel Your Reftab SubscriptionHow to delete a Main Account?How to unlock a sub-user’s accountResetting a Reftab password / resending activate account emails Asset Tagging Asset Tag Scanning: QR vs. BarcodesHow to Add Barcodes to Accessories and KitsHow to Choose the Right Barcode Label PrinterHow To: Tag and Manage Deployed Assets in ReftabUsing Asset Barcode Prefixes Consumables Can accessories be organized into categories?How to use consumables within a maintenance work-order form Import Data How Do I Integrate My HR System with Reftab?How To: Tag and Manage Deployed Assets in ReftabImporting Assets From a Spreadsheet into Your Reftab Account: How-to GuideImporting Locations in Bulk with Reftab Onboarding/Offboarding How Do I Integrate My HR System with Reftab?How do I setup and utilize Onboarding and Offboarding?What HR System does Reftab connect to? Workflows How Do I Archive Deprovisioned Google Workspace Assets?How to: Auto-Assign Asset Locations via Loanee Fields in WorkflowsPreventing Check-outs for Specific Users Requests and Approvals A Guide to Reftab’s Approval Flows and Procurement TrackingOverview of Reftab’s Equipment Request Feature