Frequently asked questions

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FAQs

Getting Started with Reftab — IT Asset Management Guide

How to edit assets in bulk in Reftab

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

How to Export a Report to Excel

How to Customize your User Portal

How to Access the User Portal

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

Changing date formats

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

How to use time blocks in Reftab to establish pre-set reservation blocks

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

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 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 edit Locations and Sub Locations?

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 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)?

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 send emails using SMTP?

CDW + Reftab Integration Troubleshooting Guide

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 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 Use Zebra Designer to Print Barcodes in Bulk?

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