Reftab FAQ Search below for topics covered in our help guides. Reftab Fundamentals A Guide to Reftab’s Approval Flows and Procurement Tracking Can 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 App Custom Loan Fields How 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 Reftab How to Access the User Portal How to Archive a Loanee (user) How to Audit Fixed Assets in Reftab How to Automate Pre-Trip Inspections How to change an asset’s category How to Check In Assets in Bulk How to check out assets and accessories in bulk? How to Customize your User Portal How to edit assets in bulk in Reftab How to edit Locations and Sub Locations? How to Export a Report to Excel How to Filter Assets by Reservation Availability How to Group Loans and Reservations How to import Reftab Assets to the Avery Designer How to Merge Duplicate Loanees How to prevent duplicate serial number fields How to set Default Loan Period and Max Loan Times How to track Software Licenses in Reftab How to Transfer Consumable Accessories How to update or change an asset image? How to utilize barcodes and scanning for stock-take (consumables) Is Reftab cloud based or self hosted? Printing asset tag labels in Reftab View Email Logs Viewing and Exporting Logs in Reftab What is Reftab? What kind of fields does Reftab allow you to configure? Configuration Automatically Report on Disabled Users with Equipment Can 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 email using SMTP? Changing date formats Configuring Low Quantity Alerts on Asset Types Display a custom notice in the portal Domain Verification for SAML How can I set my currency? How do I customize a category? 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 workflows How to configure and track unit costs in Reftab How to configure preventative maintenance in Reftab? How to Configure Reservation Reminder Emails How to connect Reftab to Google Data Studio How to Create Maintenance Work Orders and Schedule Maintenance in Reftab How to Display Zendesk Tickets on Linked Assets in Reftab How to Integrate Lansweeper with Reftab How to reference another user as a manager or supervisor in Reftab from Okta How to use a Public Calendar with Reftab How to use consumables within a maintenance work-order form How to use time blocks in Reftab to establish pre-set reservation blocks How To: Setting Rental Rates Limit Reservation Days / Set a Maximum Reservation Limit for Users List of email variables Multi-Tenancy, Creating Tenants and Provisioning Users Overview of Reftab’s Equipment Request Feature Reftab’s Default User Access Roles Explained Requiring Electronic Signature upon Checkout Send Email Alert for Upcoming Assets and Loans Due for Return Integrations Automatically Report on Disabled Users with Equipment Azure Active Directory integration with SAML SSO Can Reftab send emails from my Gmail Account? Do you interface with any bookkeeping software? Does Reftab have a Zapier Integration Does Reftab Integrate with Jira? Does Reftab offer an API? Encountering issues with Intune asset auto-assignment? Google Workspace LDAP Sync How 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 does Jira display assets to end users? How to Automate Your Dell Warranty Lookups How to Choose the Right Barcode Label Printer How to Enable Okta SaaS Discovery with Reftab How to Integrate Jamf School with Reftab How to Manually Assign Assets in Zendesk How to reference another user as a manager or supervisor in Reftab How to reference another user as a manager or supervisor in Reftab from Okta How to Setup Email SMTP Settings with Office365 OAuth2 Authentication with Reftab How 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 Reftab How to Sync Reftab and Google Data Studio How to Troubleshoot Reftab Agent and View Agent Logs in Windows OS How to use Postman with Reftab’s API? How to use Reftab Asset Management Software with No code or Low Code Platforms How to Use Zebra Designer to Print Barcodes in Bulk? How To: Integrate JAMF with Reftab How To: Integrating Azure SaaS Discovery with Reftab Is there an agent to install on Windows and macOS to automatically inventory IT assets? MS Intune Integration Guide – How to integrate Microsoft Intune with Reftab Reftab LDAP Sync Configuration Guide Reftab Power BI Integration Reftab PowerShell Script Syncing Jamf Devices to Specific Locations in Reftab Unable to see Jira issues on Reftab assets User authenticated, but email not in Reftab and attribute mapping failed Accounts & Billing Account Already Exists Error? Adjust Asset Count Billing History and Downloading Invoices and Receipts Does 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 Subscription How to delete a Main Account? How to unlock a sub-user’s account Resetting a Reftab password / resending activate account emails Asset Tagging How to Add Barcodes to Accessories and Kits How to Choose the Right Barcode Label Printer Using Asset Barcode Prefixes Consumables Can accessories be organized into categories? How to use consumables within a maintenance work-order form Import Data Importing Assets From a Spreadsheet into Your Reftab Account: How-to Guide