Hello!
Reftab has just released one of the biggest feature updates to the platform: The User Request Portal. This allows you to set up a custom branded portal for your end users to login and submit requests for available assets, accessory items and software.
Once an item is requested, an email, (which can be customized) gets sent to the user as well as any other email address you would like CC’d or BCC’d. Next, the reservation will be visible under the “Reservations” section of the site. The dates in which the item is reserved are blocked off so that no one else can reserve the item on those same dates. There is a calendar view in the portal that will display the currently reserved dates on each individual item. Once the date of the reservation is met, you can check out, (assign) the item to the user.
Furthermore, the way you allow your end users to access the portal is by adding users to a RBAC group that has portal access. You may have an unlimited amount of these groups. This means that you can display specific assets, inventory items, software and locations to individual groups.
For example, if you have users in a location on the east coast, you can create a group that when logged into the portal, only see items available to that east coast location.
This is the first iteration of the User Portal. We will be focusing on adding more features to this as we move forward. This feature was highly requested and we are very pleased to now offer it to our users.
For any questions, please feel free to email [email protected] and we’ll be happy to help.
Thank you!
