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

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
Dalma_Schnell_0-1753971479700.png

 

  • Click on Apps > View App Configurations
Dalma_Schnell_1-1753971479701.png

 



  • Click + App
Dalma_Schnell_2-1753971479701.png

 



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)

Dalma_Schnell_3-1753971479702.png

 

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
Dalma_Schnell_4-1753971479702.png

 



  • 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
Dalma_Schnell_5-1753971479701.png

 



  1. Select the Apps tab

  2. Click View App Configurations

  3. Find the Portfolio (region) LTI Client

  4. Click the gear icon () > Select Placements
Dalma_Schnell_6-1753971479702.png

 



  1. Enable or disable placements as needed
    Dalma_Schnell_7-1753971479703.png

     

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

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