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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…
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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?…
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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. Videos for Inventory Report and Listing Details below:…
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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,…
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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?…
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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.…
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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…
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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…
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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.…
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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. Please note: An approver is required for all orders, $0.…
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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…