Teams & personas
Where to start in Surfaice docs based on your role — lease admin, store development, construction, IT, or leadership.
Note
New here? Prefer Start by role for a day-by-day path. This page is a map of use cases and skills once you know what Surfaice is.
Surfaice serves different teams across the same store lifecycle. Use this page to find the right starting point.
Lease administration & property management
You own: abstractions, CAM, critical dates, landlord correspondence.
| Start here | Why |
|---|---|
| Lease administration | Core abstraction and amendment workflows |
| CAM reconciliation | Annual reconciliation and exception audits |
| Portfolio & renewals | Notice deadlines and co-tenancy |
| Connectors | Lucernex, SharePoint, Outlook setup |
Key skills: lease-abstraction, cam-dispute-detector, key-dates-digest, renewal-pipeline-tracker — full list
Real estate & site development
You own: site pipeline, deals, feasibility, portfolio strategy.
| Start here | Why |
|---|---|
| Store development | Site intake through deal execution |
| Portfolio & renewals | Renewal and exit decisions |
| Use cases overview | Full lifecycle map |
Key skills: construction-pipeline, opportunities, deal-sheet-generation, site-survey — full list
Construction & store opening
You own: permits, GC coordination, budget, punch list, opening readiness.
| Start here | Why |
|---|---|
| Construction & closeout | Permits, COs, schedule, punch |
| Operations | Handoff to facilities |
| Chat with Hugo | Ad-hoc program status questions |
Key skills: permits, projects-behind-schedule, punch-list-status, closeout + punch walk App — full list
Facilities & store operations
You own: work orders, vendors, SLAs, day-to-day maintenance.
| Start here | Why |
|---|---|
| Operations | Triage, dispatch, compliance |
| Permissions | Who can connect email and CMMS tools |
Key skills: contractors, contact-book, daily-briefing + ServiceChannel connector
IT, security, and compliance
You own: SSO, connector consent, data handling reviews, audit evidence.
| Start here | Why |
|---|---|
| Security overview | Public posture + link to full security page |
| Permissions | Inheritance and role gates |
| Data handling | What persists vs ephemeral |
| Sign in and SSO | IdP and MFA |
Executives and program leaders
You own: portfolio risk, rollout velocity, cross-functional visibility.
| Start here | Why |
|---|---|
| Use cases overview | Lifecycle framing |
| What is Surfaice? | Product mental model |
| Portfolio & renewals | Renewal and risk concentration |
Key skills: portfolio-triage, report-portfolio-overview, daily-briefing, financials — reporting skills
Note
Skill names and connectors vary by customer workspace. Your administrator controls which workflows are enabled for each role.