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
- Click on Apps > View App Configurations
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:
- Complete Steps 1–8 from the Root Account Setup
- Before Step 9, switch to the desired subaccount:
- In Admin, click Subaccounts
- Select the target subaccount
- 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:
- Go to Admin > Settings
- Select the Apps tab
- Click View App Configurations
- Find the Portfolio (region) LTI Client
- Click the gear icon () > Select Placements
- 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.