Frequently asked questions

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FAQs

Getting Started with Reftab — IT Asset Management Guide

How to Use Reftab for Software Access Reviews for SOC 2 & ISO 27001

How to Access the User Portal

How to Troubleshoot Reftab Agent and View Agent Logs in Windows OS

Integrating Mosyle with Reftab: Step-by-Step Instructions

How to Sync Reftab and Google Looker Studio

How to: Configure MS Entra Single Sign-On with Reftab

How to Setup Email SMTP Settings with Office365 OAuth2 Authentication with Reftab

How do I configure SCIM with OKTA?

An Overview of Reftab’s Recent Updates to Software Asset Management

How to Setup Slack Channel Integrations

How to Setup Microsoft Teams Integrations

How does Reftab prevent duplicate assets?

Introduction to the Reftab Browser Extension

How to Merge Asset Fields

Reftab Reservation and Checkout Settings FAQ

Viewing and Exporting Logs in Reftab

View Email Logs

Printing asset tag labels in Reftab

Is Reftab cloud based or self hosted?

How to: Submit Reservations via the Reftab Mobile App

How to utilize barcodes and scanning for stock-take (consumables)

How to Filter Assets by Reservation Availability

How to update or change an asset image?

How to Transfer Consumable Accessories

How to Track Software Licenses in Reftab

How to set Default Loan Period and Max Loan Times

How to prevent duplicate serial number fields

How to Merge Duplicate Loanees

How to import Reftab Assets to the Avery Designer

How to Group Loans and Reservations

How to Export a Report to Excel

How to edit Locations and Sub Locations?

How to edit assets in bulk in Reftab

How to Customize your User Portal

How to check out assets and accessories in bulk?

How to Check In Assets in Bulk

How to Automate Pre-Trip Inspections

How to Archive a Loanee (user)

How to “Filter Assets by Available Dates” in Reftab

How can I use a handheld scanner for checking out items quickly?

How can I delete assets in bulk?

How Can I Clone Assets?

Custom Loan Fields

Consumable Transactions Using Reftab Mobile App

Can I edit assets in bulk by supplying asset IDs?

Can I create sub locations?

Can I change the due date or return time of assets and loaned equipment?

Can accessories be organized into categories?

A Guide to Reftab’s Approval Flows and Procurement Tracking

Preventing Check-outs for Specific Users

How to: Auto-Assign Asset Locations via Loanee Fields in Workflows

How Do I Archive Deprovisioned Google Workspace Assets?

How do I setup and utilize Onboarding and Offboarding?

Using Asset Barcode Prefixes

How To: Tag and Manage Deployed Assets in Reftab

How to Add Barcodes to Accessories and Kits

Asset Tag Scanning: QR vs. Barcodes

Resetting a Reftab password / resending activate account emails

How to unlock a sub-user’s account

How to delete a Main Account?

How To Cancel Your Reftab Subscription

How do I replace or change the main administrator account?

How can I trial Reftab for free?

How can I change the Reftab billing account?

Does Reftab offer a non profit / education discount?

Billing History and Downloading Invoices and Receipts

Account Already Exists Error?

Does Reftab have a Zapier Integration

Syncing Jamf Devices to Specific Locations in Reftab

Reftab PowerShell Script

Unable to see Jira issues on Reftab assets

How to setup Single Sign-On (SSO) of Reftab with Active Directory Federation Services (ADFS 2.0)?

Automatically Report on Disabled Users with Equipment

Can Asset Categories be Nested so as to have Categories within Categories?

Can I automatically return equipment at a scheduled time?

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 Reftab Automatically Move Assets to Different Locations?

Can Reftab send emails using SMTP?

CDW + Reftab Integration Troubleshooting Guide

Changing date formats

Configuring Low Quantity Alerts on Asset Types

Display a custom notice in the portal

Domain Verification for SAML

Track Adobe Licenses Automatically with Reftab’s Adobe Integration

How do I integrate NinjaOne with Reftab?

How do I set business hours?

How do I setup and report on asset depreciation?

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 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

New Utilization Features in Okta and Azure SaaS Discovery Integration with Reftab

How to Enable Okta SaaS Discovery with Reftab

Is there an agent to install on Windows and macOS to automatically inventory IT assets?

How to: Utilize Integration Sync Logging

How to Setup Tool Sharing in Reftab

How to use a Public Calendar with Reftab

How To: Integrating CDW Assets with Reftab

How to Use Zebra Designer to Print Barcodes in Bulk?

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

Can Reftab send emails from my Gmail Account?

How to Choose the Right Barcode Label Printer

Send Email Alert for Upcoming Assets and Loans Due for Return

What HR System does Reftab connect to?

Do you interface with any bookkeeping software?

Does Reftab Integrate with Jira?

How to Manually Assign Assets in Zendesk

Does Reftab offer an API?

Encountering issues with Intune asset auto-assignment?

How can I re-sync assets in Jira?

How does Jira display assets to end users?

How to Automate Your Dell Warranty Lookups

How to Automate Your Lenovo Warranty Lookups

How to sync Cisco Meraki with Reftab

Requiring Electronic Signature upon Checkout

How to use Reftab Asset Management Software with No code or Low Code Platforms

Google Workspace Integration Guide – How to integrate Google Workspace with Reftab

How to use Postman with Reftab’s API?

Google Workspace LDAP Sync

How do I configure Reftab as an OKTA application for SSO?

How to Integrate Jamf School with Reftab

How Do I Integrate My HR System with Reftab?

How do I configure SSO with JumpCloud?

How to Run a Report on Inventory Checked out During a Specific Time

License Surveys – How to

Reftab’s Default User Access Roles Explained

How Does Asset ID Generation Work in Reftab?

How to add additional user accounts and setup access restrictions?

Overview of Reftab’s Equipment Request Feature

How to: Use the Updated Reftab Mobile App for Asset Management

How to Setup Kandji Integration with Reftab

How does Reftab keep my data secure?

How to: Use Automated Workflows to change Asset Status Labels based on Maintenance Fields

Creating Custom Email Alerts for Assets Requiring Attention

How to Report on Reservations in Reftab

How to Perform Maintenance with the Reftab App

How to Find Duplicate Loanees and Merge Them With Another User

How to send additional overdue loan emails when items are overdue

How To Reserve Consumables in Reftab

How to: Setting up recurring reservations

Send Email Alerts to a Location’s Primary Email Address

Transfer and track accessories across multiple locations

How do I create a Maintenance Form PDF?

How to: Purge your Reftab Data

Configuring Reservation Approvals from Requests

Adding Images to Maintenance Forms – How To

Does Reftab Allow Creating Custom Emails?

How do I change the display image for an accessory?

Asset Overlay – How to update assets with unique values in bulk

What is a kit template and how can I create them?

Expression Fields Reference

How do I configure SSO with OneLogin?

How do I connect n8n to Reftab?

How Do I Integrate with FleetDM?

Automated Workflows Reference

What kind of fields does Reftab allow you to configure?

What is Reftab?

How to change an asset’s category

How to Audit Fixed Assets in Reftab

How can I verify custody of assets?

How to Archive and Track Disposed Assets in Reftab

Importing Locations in Bulk with Reftab

Importing Assets from an Excel Spreadsheet into Reftab

How to Adjust Your Asset Count in Reftab

User authenticated, but email not in Reftab and attribute mapping failed

How to setup SCIM with Microsoft Entra ID (Azure Active Directory)

How to Import Current Asset Assignments from Spreadsheets

Can I update asset status labels automatically?

How can I set my currency?

How Do I Customize a Category and Fields?

How to Create Recurring Data Backups

How to Create Maintenance Work Orders and Schedule Maintenance in Reftab

Reftab LDAP Sync Configuration Guide

How to Set Up Microsoft Entra SaaS Discovery in Reftab

MS Intune Integration Guide – How to integrate Microsoft Intune with Reftab

Multi-Tenancy, Creating/Deleting Tenants and Provisioning Users

How To: Integrate JAMF with Reftab

Title must be present when importing assets

Can Reftab Track Installed Software?

How do I use custom expression fields?

How do I integrate Reftab with Apple Business Manager?

How do I Integrate Reftab with Hello Retriever?

Accessories & Consumables in Reftab

Why Don’t My Reftab Asset Counts Match My Asset Quota?

Audit Scanning and Reconciliation Guide

Zendesk Error: Custom field of Assets is missing for tickets

User details not updating after provisioning

How to: Utilize Preset Asset Titles

How to troubleshoot Reftab’s PowerBi Desktop Connector

Overview of Reftab’s Equipment Request Feature

Do archived assets count towards my total asset count?

Scanning pre-existing or pre-printed barcodes with the Reftab mobile app

How to unlock a sub-user’s account

How do I integrate with Xero?

Adding Billing Records to Software Licenses

How to Integrate Claude with Reftab

How to Integrate OpenAI with Reftab

Reftab Power BI Integration

How Do I Integrate Reftab with Zentral

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