Getting Started - My Online Program - Kotis Design Support

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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.…
- 1 mth ago
- 32
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- 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.…
- 1 mth ago
- 79
- 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?…
- 1 mth ago
- 160
- 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…
- 1 mth ago
- 167
- Getting Started
New Portal Set-up
Overview: You are ready to set up a new portal for your program. A portal is the store link where your customer, employees, or any other group can go to select or purchase items.…
- 1 mth ago
- 256
- 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.…
- 1 mth ago
- 191
- Getting Started
New Program - 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.…
- 3 wk ago
- 250
- 1
- 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…
- 3 wk ago
- 224
- 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.…
- 1 mth ago
- 217
- 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.…
- 1 mth ago
- 267
- 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…
- 1 mth ago
- 106
- 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…
- 1 mth ago
- 85
- Getting Started

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