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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 3 mths ago
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- 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 11 mths ago
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New Client Guide - Kotis Workflow
Hi there and welcome to Kotis! The following guide outlines the Kotis way - our process behind making amazing swag. Our Promise We’re the brand behind your brand – a team of designers, developers,…
- updated 4 mths ago
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- Ordering Tips, Tricks & Guides
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 11 mths 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 11 mths 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 11 mths ago
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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…
- updated 11 mths ago
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- 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 11 mths ago
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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…
- updated 11 mths 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 2 yrs 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 1 yr ago
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- Getting Started

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