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At-A-Glance Portal Comparisons
Kotis portals offer a variety of features to best fit your needs and goals. Additionally, as a portal admin, you have access to a number of self-serve functions from product listings to order…
- updated 1 mth ago
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- 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 1 mth ago
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- Getting Started
Your Kotis Support 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
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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 4 mths ago
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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 1 mth ago
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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 9 hrs ago
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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 3 wk ago
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- 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 1 mth ago
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- Getting Started
Program Admin Training 101
The following guide is 101 training for Program Admins: Login to your MyKotis page and select Program This will take you to the Customer Management Area.…
- updated yesterday
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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 mth ago
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- 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 4 mths ago
- 267
- 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 mth ago
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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 4 mths ago
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- 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 4 mths ago
- 93
- Getting Started

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