• Platform
  • Solutions
  • Swag
  • Resources
  • Company
  • Login
  • Get Started

We’re here to help

Search Support
HomeMy Online Program

Getting Started

All topics
  • Track My Order
    • Track my order
    • Change my order
    • Make a return
    • General Order FAQ
  • My Online Program
    • Getting Started
    • Integrations
    • Warehouse & Shipping
    • Website Customization
    • Admin access
    • Analytics & reporting
    • Quarterly billing
    • Users, user groups & budgeting
  • Updates & Features
    • Online store features
  • Best Practices
    • Compliance
    • Art Tips & Tricks
    • Tips, Tricks & Guides
Articles and updates from Kotis Design Community
  • Filter
  • Newest
  • Active
  • Tags
  • At-A-Glance Portal Comparisons

    Kotis portals offer a variety of features to help meet your needs and goals. Additionally, as a Program admin, you will have back-end access to update select features from product listings to order…
    • updated 1 mth ago
    • 188
    • Getting Started
  • Understanding Your Quarterly Report/Invoice

    The quarterly report/ invoice provides a snapshot of your program activity and performance, listing any warehouse and shipping charges due. The report is broken down into four main areas:…
    • updated 3 mths ago
    • 197
    • Getting Started
  • Your Kotis Team: Who does what?

    As a Kotis program client, you have a committed team of doers who are focused on making your life easier. Each member of your support team will work in tandem to create and fulfill your branded swag.…
    • updated 2 mths ago
    • 221
    • 1
    • Getting Started
  • Understanding your Program Settings page

    This article will provide an overview of the fields on your Program Settings page, and what changes you can make. Only Program Admin Owners can access the Program Settings page.…
    • updated 3 mths ago
    • 145
    • Getting Started
  • Portals & Features FAQ

    In this article, we'll show some of the most commonly asked questions and/or requested features we receive. If I want to offer my employees or clients a free gift, how should I do that?…
    • updated 5 mths ago
    • 257
    • Getting Started
  • What reports can I pull?

    Overview All Program Admins have access to a variety of helpful reports through the Standard Reports section in their Customer Area. This article will explain each report type and its potential uses…
    • updated 3 mths ago
    • 373
    • Getting Started
  • New Portal Set-up

    Overview A portal is the store link where your customers, employees, or any other group can go to select or purchase items. When you are ready to set up a new portal for your program,…
    • updated 4 mths ago
    • 573
    • Getting Started
  • How a Redemption Portal Works

    Redemption pages are a simple, customizable ordering store that allow your customers or employees to view and select an item with a unique access code. Redemption portals are perfect for giveaways,…
    • updated 4 wk ago
    • 336
    • Getting Started
  • Program Admin Training 101

    The following guide is 101 training for Program Admins: Login to your MyKotis page and select Program User ID: email Password: Click "forgot password" to create your own, unique password.…
    • updated 1 mth ago
    • 513
    • 2
    • Getting Started
  • Program Admin Account Types & Item Access Groups

    This feature has two related parts: Account types - Allows you to grant different levels of access to different admins on your program Access groups - Allows you to internally segment your inventory…
    • updated 5 mths ago
    • 346
    • Getting Started
  • Editing your portal - how to make changes

    As a portal admin, you have access to a number of self-serve tools to manage your portal. Some of these options change based on whether your portal does or does not accept credit card purchases.…
    • updated 8 mths ago
    • 295
    • Getting Started
  • Using MyKotis

    Your MyKotis page is the hub of all activity. You'll use this page to access all of the work you do with Kotis, using the upper navigation bar to do the following.…
    • updated 5 mths ago
    • 443
    • 1
    • Getting Started
  • Order Approvals

    Requiring order approvals is a great way to monitor merchandise spend and have transparency on what employees are ordering. Order approvals can be set up based on a dollar amount threshold – for…
    • updated 2 mths ago
    • 157
    • 1
    • Getting Started
  • Admin email alerts & email customization

    We can designate certain emails are sent to contacts in your organization who want more visibility on varying aspects of ordering. We also have the ability to add a custom thank you message on your…
    • updated 8 mths ago
    • 100
    • Getting Started
Back to top
© 2023 Kotis Design. All Rights Reserved.
Privacy Policy
Employee Login
Powered by Forumbee

Home

  • Track My Order
    • Track my order
    • Change my order
    • Make a return
    • General Order FAQ
  • My Online Program
    • Getting Started
    • Integrations
    • Warehouse & Shipping
    • Website Customization
    • Admin access
    • Analytics & reporting
    • Quarterly billing
    • Users, user groups & budgeting
  • Updates & Features
    • Online store features
  • Best Practices
    • Compliance
    • Art Tips & Tricks
    • Tips, Tricks & Guides
View all topics

Tags