Enhanced Portfolio LTI Configuration: Part 2 – App installation & Enable/Disable Placements

[#1]

This is Part 2 of the enhanced Portfolio LTI setup guide. In this section, you'll walk through how to install and configure the Portfolio LTI tool in Canvas. You can choose to set up the tool at either the root account level or within a specific subaccount, depending on your institution’s needs.

 If you haven’t completed the initial setup steps yet, start with Part 1 – LTI registration 

9. Install the App at the Root Account Level

• Go to Settings

• Click on Apps > View App Configurations

• Click + App

Fill out the form as follows:

Field	Value
Configuration Type	By Client ID
Client ID	Paste the saved LTI Client ID (mentioned in Part 1)

Click Submit → then Install

10. Authorize the Tool

• Refresh the page
  
  
• Open the Portfolio app from the Global Navigation (if enabled)
  
  
• Authorize the tool when prompted
  
  

✅ You're done! Portfolio is now installed and connected at the root account level.

Setup Steps – Subaccount

To install the Portfolio tool in a subaccount:

1. Complete Steps 1–8 from the Root Account Setup
   
   
2. Before Step 9, switch to the desired subaccount:
   
   
• In Admin, click Subaccounts

• Select the target subaccount
  
  

1. Proceed with Step 9 and install the app within the subaccount's Settings > Apps area
   
   

How to Enable/Disable Placements After Installation

To manage visibility and placements after installation:

1. Go to Admin > Settings

1. Select the Apps tab
   
   
2. Click View App Configurations
   
   
3. Find the Portfolio (region) LTI Client
   
   
4. Click the gear icon (⚙️) > Select Placements

1. Enable or disable placements as needed
   

❗ Remember: Just installing the tool does not make it visible. Visibility is controlled by the placements you enable here.

[ACook-RVCC]

We are enabling in a subaccount, and thus followed the instructions to just use placement in the Course Navigation. There was no place I saw to "Authorize" the installation. When we go to a course in the subaccount and click Portfolio, we get this message:

Please provide further guidance. Thank you!

[rlord]

I'm getting the same error as ACook-RVCC.

[Dalma_Schnell]

Hi @ACook-RVCC,

Thanks for reaching out! The issue was due to the region code being entered with uppercase letters — it needs to be in all lowercase to work properly.

We’ve gone ahead and updated the domain for you, and it should be working now when accessed from the course navigation.

Let me know if you run into any further issues!

[Dalma_Schnell]

Hi @rlord 

I appreciate you flagging this! Please double-check the URL you're using and make sure everything is correct and in lowercase and it should solve this!

Let me know if the issue persists after updating that!

[jmerlenbach2]

@Dalma_Schnell When attempting to install today, the Dynamic Registration menus were unresponsive to attempting to toggle off specific placements. A key was ultimately created and I was able to re-launch the key to edit those placements.

After installing at a sub-account level, launching the Account Navigation placement returned a 500 Server Error 

{"statusCode":500,"message":"Internal server error"}

This error also appears at the course level. I have opened ticket 12702622 with support as well.

[jmerlenbach2]

@Dalma_Schnell  an additional question regarding the Authorization step (Step 10) - is this a step that every user is taking, or is the Portfolio tool relying on a single user permission/API token? This will impact how we treat this initial authorization. If it is a singular one time authentication/authorization, doing so from an account that may be removed in the future (an actual users' account) could result in a disruption of service.

[mcarruth]

There is no option to Enforce Scopes in the installation of the API Key.  This is a security issue.
Why does Portfolio need full API access to everything in this instance of Canvas?

Will this documentation be updated with configuration for Enforce Scopes?

https://community.canvaslms.com/t5/Admin-Guide/How-do-I-enable-scoping-for-a-developer-API-key-in-an...

[Dalma_Schnell]

Hi @jmerlenbach2,

Thanks for reaching out!

For the LTI issue, please try reinstalling it, sometimes there are issues on the Canvas side, and a reinstall often resolves them.

Were you able to resolve this already with support, or is it still an issue?

Regarding the Authorization step, it only needs to be done once per user. Completing it from a user account will not cause any disruption in service for others, so it’s safe to proceed even if that account is removed later.

Let us know if something still isn’t working, and we’re happy to help!

[Dalma_Schnell]

Hi @mcarruth, thanks for flagging this! We are aware of the issue regarding the lack of an option to Enforce Scopes during API key installation and are actively working to resolve it.

We’ll also ensure the documentation is updated once the fix and configuration guidance are available.

Appreciate your patience!

[mcarruth]

@Dalma_Schnell Thanks for the udpate.

[jfox5]

Dalma, 

This documentation is so perfect! You have no idea how many times we get LTI documentation from vendors that have errors. This was easy!

Will Portfolio show up as an Assignment Type soon?