A Guide to Group Portal

Edited

The Group Portal is a powerful tool designed for organizations that operate multiple StoriiCare business accounts across different locations or service branches. It centralizes visibility, reporting, configuration, and staff access management—making it easier for leadership teams to oversee multi-site operations.


Accessing Group Portal

The Group Portal is separate from StoriiCare and must be accessed through:

👉 https://group.storiicare.com

StoriiCare provides each organization with a primary “Admin” login, shared with management during onboarding.

If you no longer have access to your credentials, contact:

📨 team@storii.com

⚠️ Note: Many organizations have multiple managers sharing the primary login because only the Admin user can access Group Portal Settings (where staff access is managed).

You can also invite additional staff to the Group Portal for read-only access to Analytics and Trends.


Managing Access in Group Portal

Inviting Staff to the Group Portal

You may invite staff members who need access to Trends and Analytics, but do not need access to Settings.

To invite staff:

  1. Log in to Group Portal

  2. Go to Settings

  3. Select Storii Group Portal Access

  4. Click Invite

  5. Enter staff email(s)

  6. Click Send

Invited users will receive instructions by email.


Setting Up Group Portal - Full Settings Overview

1. Profile

Here, you can update the profile photo and Admin User name.

2. Group Account profile

Here, you can update the Group Portal (business) profile photo.

3. Account

Configure:

  • Email address associated with the Group Portal's Admin/Main User Login

  • Time zone

  • Date/time format

  • Language

3. Appearance

Customize:

  • Terminology

  • Colors

Used across the Group Portal interface.

4. Password

Update your login password.

5. Business Access

Allows Admin to manage which staff members can access which business accounts.

Here you can set each staff member’s:

  • Permission level

  • Job title

  • Direct login access

This is where you grant staff access to multiple StoriiCare accounts.

(See: How to Grant Staff Access to Multiple Locations)

6. Storii Group Portal Access

Invite staff to Group Portal for access to analytics and reporting.

(See: How to Access Group Portal).

7. Business Groups

Similar to Groups on StoriiCare, “Business Groups” let you organize multiple centers for easier filtering.

Common uses include grouping centers by:

  • Region

  • Ownership

  • License type

  • Program type (e.g., Adult Day Health, Memory Care)


Bulk Importing Through Group Portal

Group Portal includes several import tools to help set up new locations quickly and uniformly.

Import Staff in Bulk

You can import staff lists using a downloadable template that must be filled out and re-uploaded.

(See: How to Import Staff Lists in Group Portal)

Import Participants in Bulk

Same process as staff imports, but for participant profiles.

(See: How to Import Participant Lists in Group Portal)

Import Activity Types in Bulk

Upload activity types for the Calendar feature to ensure consistency across locations.

(See: How to Bulk Import Activity Types in Group Portal)


Group Portal Trends

The Trends section allows you to view numerical data across multiple businesses at once.

🔍 Features Include:

  • Compare activity across any combination of your business locations

  • View trends daily, weekly, monthly, or yearly

  • Select a custom date range

  • Download data as CSV or PDF

📊 Data Points Include:

  • Participant sign-ins

  • Staff sign-ins

  • Participant and staff absences

  • Incidents and accidents

  • New or deactivated participants

  • New or deactivated staff

  • New family connections

  • And more…

🧠 Note: Trends reflect numerical totals only (e.g., “12 participant absences”).

These charts do not display names.


Group Portal Analytics

The Analytics section works similarly to Trends but focuses on category-based insights across locations.

Currently included:

  • Most common Activity Types

  • Most common Wellness Tags

  • Most common Features used

  • Age of Participants

StoriiCare plans to expand Analytics offerings within Group Portal in the future.

As with Trends, charts can be:

  • Filtered by business

  • Adjusted by date range

  • Exported as CSV or PDF


Group Portal Map

The Map tab provides a simple geographic overview of all your business locations.

Pins on the map represent each center based on the Address entered in that StoriiCare business account’s settings.

This is helpful for:

  • Regional leadership

  • Multi-state operations

  • Organizations assessing geographic distribution


Summary

The Group Portal enables multi-location organizations to work more efficiently by centralizing:

âś” Staff access management

âś” Bulk imports (staff, participants, activity types)

âś” Cross-location Trends

âś” Multi-site Analytics

âś” Location grouping

âś” Reporting downloads

âś” A unified Map view of all centers

It is your administrative hub for anything related to managing multiple StoriiCare environments.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.