### Documentation
Get started
- [Surfaice documentation](/docs/ai)
- [What is Surfaice?](/docs/concepts/what-is-surfaice/ai)
- [Quickstart](/docs/quickstart/ai)
- [Start by role](/docs/guides/start-by-role/ai)
- [Sign in and SSO](/docs/guides/sign-in/ai)
Guides
- [Workspaces](/docs/guides/workspaces/ai)
- [Connectors](/docs/guides/connectors/ai)
- [Chat with Hugo](/docs/guides/chat-with-hugo/ai)
- [Skills](/docs/guides/skills/ai)
- [Working with Hugo](/docs/guides/working-with-hugo/ai)
- [Punch Walk Guide](/docs/guides/punch-walk/ai)
- [Lease abstraction](/docs/guides/lease-abstraction/ai)
Use cases
- [Use cases overview](/docs/use-cases/overview/ai)
- [Teams & personas](/docs/use-cases/by-team/ai)
- [Lease administration](/docs/use-cases/lease-administration/ai)
- [CAM reconciliation](/docs/use-cases/cam-reconciliation/ai)
- [Store development](/docs/use-cases/store-development/ai)
- [Construction & closeout](/docs/use-cases/construction-and-closeout/ai)
- [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai)
- [Operations & facilities](/docs/use-cases/operations/ai)
Skills library
- [Skills library](/docs/skills/ai)
- [Lease & portfolio skills](/docs/skills/lease-and-portfolio/ai)
- [Store development skills](/docs/skills/store-development/ai)
- [Estimating & bid skills](/docs/skills/estimating-and-bids/ai)
- [Reporting & briefing skills](/docs/skills/reporting/ai)
- [Apps & automations](/docs/skills/apps-and-automations/ai)
- [Workspace admin skills](/docs/skills/workspace-admin/ai)
Concepts & trust
- [Permissions](/docs/concepts/permissions/ai)
- [Data handling](/docs/concepts/data-handling/ai)
- [Agent limitations](/docs/concepts/hugo-limitations/ai)
- [Trust FAQ](/docs/concepts/trust-faq/ai)
- [Audit trail](/docs/concepts/audit-trail/ai)
Help
- [Release notes](/docs/release-notes/ai)
- [Security overview](/docs/security/ai)
- [Status](https://status.surfaice.pro)
- [Open app](https://agent.surfaice.pro)
Get started
- [Surfaice documentation](/docs/ai)
- [What is Surfaice?](/docs/concepts/what-is-surfaice/ai)
- [Quickstart](/docs/quickstart/ai)
- [Start by role](/docs/guides/start-by-role/ai)
- [Sign in and SSO](/docs/guides/sign-in/ai)
Guides
- [Workspaces](/docs/guides/workspaces/ai)
- [Connectors](/docs/guides/connectors/ai)
- [Chat with Hugo](/docs/guides/chat-with-hugo/ai)
- [Skills](/docs/guides/skills/ai)
- [Working with Hugo](/docs/guides/working-with-hugo/ai)
- [Punch Walk Guide](/docs/guides/punch-walk/ai)
- [Lease abstraction](/docs/guides/lease-abstraction/ai)
Use cases
- [Use cases overview](/docs/use-cases/overview/ai)
- [Teams & personas](/docs/use-cases/by-team/ai)
- [Lease administration](/docs/use-cases/lease-administration/ai)
- [CAM reconciliation](/docs/use-cases/cam-reconciliation/ai)
- [Store development](/docs/use-cases/store-development/ai)
- [Construction & closeout](/docs/use-cases/construction-and-closeout/ai)
- [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai)
- [Operations & facilities](/docs/use-cases/operations/ai)
Skills library
- [Skills library](/docs/skills/ai)
- [Lease & portfolio skills](/docs/skills/lease-and-portfolio/ai)
- [Store development skills](/docs/skills/store-development/ai)
- [Estimating & bid skills](/docs/skills/estimating-and-bids/ai)
- [Reporting & briefing skills](/docs/skills/reporting/ai)
- [Apps & automations](/docs/skills/apps-and-automations/ai)
- [Workspace admin skills](/docs/skills/workspace-admin/ai)
Concepts & trust
- [Permissions](/docs/concepts/permissions/ai)
- [Data handling](/docs/concepts/data-handling/ai)
- [Agent limitations](/docs/concepts/hugo-limitations/ai)
- [Trust FAQ](/docs/concepts/trust-faq/ai)
- [Audit trail](/docs/concepts/audit-trail/ai)
Help
- [Release notes](/docs/release-notes/ai)
- [Security overview](/docs/security/ai)
- [Status](https://status.surfaice.pro)
- [Open app](https://agent.surfaice.pro)
# 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](/docs/guides/start-by-role/ai) for a day-by-day path. This page is a map of use cases and skills once you know [what Surfaice is](/docs/concepts/what-is-surfaice/ai).
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](/docs/use-cases/lease-administration/ai) | Core abstraction and amendment workflows |
| [CAM reconciliation](/docs/use-cases/cam-reconciliation/ai) | Annual reconciliation and exception audits |
| [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai) | Notice deadlines and co-tenancy |
| [Connectors](/docs/guides/connectors/ai) | Lucernex, SharePoint, Outlook setup |
**Key skills:** `lease-abstraction`, `cam-dispute-detector`, `key-dates-digest`, `renewal-pipeline-tracker`, [full list](/docs/skills/lease-and-portfolio/ai)
## Real estate & site development
**You own:** site pipeline, deals, feasibility, portfolio strategy.
| Start here | Why |
| --- | --- |
| [Store development](/docs/use-cases/store-development/ai) | Site intake through deal execution |
| [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai) | Renewal and exit decisions |
| [Use cases overview](/docs/use-cases/overview/ai) | Full lifecycle map |
**Key skills:** `construction-pipeline`, `opportunities`, `deal-sheet-generation`, `site-survey`, [full list](/docs/skills/store-development/ai)
## Construction & store opening
**You own:** permits, GC coordination, budget, punch list, opening readiness.
| Start here | Why |
| --- | --- |
| [Construction & closeout](/docs/use-cases/construction-and-closeout/ai) | Permits, COs, schedule, punch |
| [Operations](/docs/use-cases/operations/ai) | Handoff to facilities |
| [Chat with Hugo](/docs/guides/chat-with-hugo/ai) | Ad-hoc program status questions |
**Key skills:** `permits`, `projects-behind-schedule`, `punch-list-status`, `closeout` + **punch walk App**, [full list](/docs/skills/store-development/ai)
## Facilities & store operations
**You own:** work orders, vendors, SLAs, day-to-day maintenance.
| Start here | Why |
| --- | --- |
| [Operations](/docs/use-cases/operations/ai) | Triage, dispatch, compliance |
| [Permissions](/docs/concepts/permissions/ai) | 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](/docs/security/ai) | Public posture + link to full security page |
| [Permissions](/docs/concepts/permissions/ai) | Inheritance and role gates |
| [Data handling](/docs/concepts/data-handling/ai) | What persists vs ephemeral |
| [Sign in and SSO](/docs/guides/sign-in/ai) | IdP and MFA |
## Executives and program leaders
**You own:** portfolio risk, rollout velocity, cross-functional visibility.
| Start here | Why |
| --- | --- |
| [Use cases overview](/docs/use-cases/overview/ai) | Lifecycle framing |
| [What is Surfaice?](/docs/concepts/what-is-surfaice/ai) | Product mental model |
| [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai) | Renewal and risk concentration |
**Key skills:** `portfolio-triage`, `report-portfolio-overview`, `daily-briefing`, `financials`, [reporting skills](/docs/skills/reporting/ai)
Note
Skill names and connectors vary by customer workspace. Your administrator controls which workflows are enabled for each role.
- [Use cases overview Previous](/docs/use-cases/overview/ai)
- [Lease administration Next](/docs/use-cases/lease-administration/ai)