Surfact

This article explains how to configure the default dashboard you will see each time you log into the Surfact system.

How to Set Your Default Dashboard in Surfact

Learn how to schedule automated reports in Surfact, including setup, customization, email-delivery and file download.

Schedule Automated Reports

How to create conditional events to trigger alerts based on sensor data.

Events: Create Conditional Events and Alerts

Learn to create a geofence to trigger an event when a device leaves or enters a particular geographical boundary.

Events: Creating a Geofence Alert

Learn how to set up email notifications that trigger based on the logic you configure in your events.

Events: Email Notifications

Organize and manage multiple Emma Smart Trackers together. Easily assign devices to organizations, move them in bulk, and create global events across your entire device network.

Device Groups

Learn how to create and send manual PDF reports by email in the Surfact Dashboard.

How to build a manual PDF report

Adjust your scheduled reports on the fly with a manual run for the days, weeks or hours you need in your report.

How to do a manual run of a scheduled report

For older dashboards in the Surfact ecosystem

Legacy Dashboards

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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