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At-A-Glance Portal Types & 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 4 mths 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 5 mths ago
- 394
- 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 4 days ago
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- 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 3 wk ago
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- 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 1 yr ago
- 311
- 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 10 days ago
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- 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 5 mths ago
- 837
- Getting Started
How a Redemption Portal Works
How Redemption Portals works Make merch: Work with your Account Manager on what item(s) you want to offer. Customize your portal: How do you want your storefront customized?…
- updated 3 wk ago
- 555
- 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 10 days ago
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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 13 days ago
- 417
- 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 3 wk ago
- 416
- 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 12 days ago
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- 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 3 wk 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 1 yr ago
- 113
- Getting Started

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