How to enable Javascript

Getting Started

All topics

Articles and updates from Kotis Design Community

Filter
Newest
Active
Tags

Kotis Security
We know that protecting your data is critical, and as your partner, we take our role in that seriously. We maintain a wide array of measures to keep data safe in the constantly changing threat…
- updated 1 mth ago
- 190
- Getting Started
Portal Types & Comparisons
Portal Types Non-Credit card store – Does not require credit card payment at checkout. Often used for employees or clients as an opportunity to order swag at no cost.…
- updated 2 wk ago
- 832
- 1
- 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 1 mth ago
- 633
- 2
- Getting Started
Understanding your Program Settings page
Program Admin Owners have the ability to access the Program Settings page. Program Admins The Program Admins area allows you to: Add a new Program Admin Remove an existing Program Admin Change a…
- updated 1 yr ago
- 363
- 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 2 yrs ago
- 401
- 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. Videos for Inventory Report and Listing Details below:…
- updated 1 yr ago
- 985
- 1
- 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 2 yrs ago
- 1,121
- Getting Started
How a Redemption Portal Works
How Redemption Portals Work Make merch: Work with your Creative Project Manager on what item(s) you want to offer. Customize your portal: How do you want your storefront customized?…
- updated 5 mths ago
- 1,161
- 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 yr ago
- 1,234
- 4
- 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 1 yr ago
- 527
- Getting Started
Privacy Overview: Why we restrict client information (PII)
What is PII Personally Identifiable Information (PII) is anything that can be used to identify an individual. Data points that people often think of as PII include social security numbers and health…
- updated 2 mths ago
- 545
- 1
- Getting Started
Editing Your Portal - How to Make Changes
Editing Access Per Portal On all portals - edit product listings and add/remove users. On non-credit card portals only - view and approve or reject all orders currently pending approval (if your…
- updated 1 yr ago
- 660
- 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 1 yr ago
- 1,062
- 1
- Getting Started
Order Approvals
Requiring order approvals is a great way to monitor merchandise spend and have transparency on what employees are ordering. Please note: An approver is required for all orders, $0.…
- updated 1 yr ago
- 302
- 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 1 yr ago
- 142
- Getting Started

We’re here to help

Getting Started

Kotis Security

Portal Types & Comparisons

Your Kotis Team: Who does what?

Understanding your Program Settings page

Portals & Features FAQ

What reports can I pull?

New Portal Set-up

How a Redemption Portal Works

Program Admin Training 101

Program Admin Account Types & Item Access Groups

Privacy Overview: Why we restrict client information (PII)

Editing Your Portal - How to Make Changes

Using MyKotis

Order Approvals

Admin email alerts & email customization

Home

Tags