Dalfin FAQs (Frequently Asked Questions)
1. General Platform Overview & Navigation
What is Dalfin
Covers what Dalfin is, how the platform is structured, and how its core components, System Builder, Process Orchestrator, and Process Copilot, work together to build and automate enterprise systems.
How do I get started after logging in
Shows the main dashboard layout after login and walks through how to access BrainGrid, Process Orchestrator, AutoML, Business Intelligence, and Settings to begin building your application.
What is the purpose of the Learning Centre
Explains the Learning Centre as a built-in training hub that provides tutorials, documentation, and guided videos to help users understand every module without leaving the platform.
Where to Find Menus and Tools
Describes the left sidebar navigation and top bar quick-access tools, including where to find core modules like BrainGrid Controller, AutoML, and Business Intelligence.
How do I switch between different modules
Shows how to navigate between modules using the left sidebar and how to move between features within BrainGrid such as Window Manager, View Manager, and Process Orchestrator.
What are the key features of Dalfin
Gives an overview of Dalfin's core feature set, including BrainGrid, Process Orchestrator, Business Intelligence, AutoML, Invoice Automation, Process Copilot, role-based access control, and external API integration.
How do Process Copilot and BrainGrid relate
Explains that BrainGrid provides the structural foundation of a system while Process Copilot sits on top of it, allowing users to modify configurations and process orchestration through natural language instructions.
Difference between Process Orchestrator and View Manager
Clarifies that Process Orchestrator handles automation logic (what happens when an action occurs) while View Manager controls what users see and can do in the interface.
How do I log out or switch accounts
Shows how to log out or switch between accounts using the profile icon in the bottom-left corner of the screen.
Can I use Dalfin on mobile and desktop
Covers Dalfin's responsive web-based design, which adjusts automatically to desktop, tablet, and mobile screens for consistent access across devices.
2. Account & User Management
How do I create a new user in Dalfin
Walks through creating a new system user in Settings, including entering their name, email, role, department, country, and password configuration.
How do I assign roles to users
Shows how to assign one or more roles to a user from the User module in Settings, controlling what they can access and manage within the platform.
What are permission sets and how do I configure them
Explains permission sets as configurations that define which actions a user role can perform, and shows how to enable or disable specific permissions within the User module.
How do I deactivate or reactivate a user
Covers how to remove a user from active access via the Action button, and how to restore them from the Archive section without losing historical data.
What is the sandbox and why use it
Explains the Sandbox Manager as an isolated testing environment for safely trialing new features, automations, or layout changes before applying them to the live production system.
How can I manage user departments
Shows how to create and manage departments (such as Sales, HR, or Finance) in the User module and assign users to them for organized reporting and permissions.
How do I assign users to systems
Demonstrates how to assign users to specific systems by dragging them from the user list into the desired system in the Assign User System section of Settings.
How do I reset a user's password
Shows how administrators can reset a user's password via the Action button in System Users, either by setting a temporary password or sending a reset link to their email.
What happens if a user cannot log in
Covers a checklist for resolving login issues, including verifying credentials, checking account status, system assignment, role configuration, and multi-factor authentication codes.
How do I add Two-Factor Authentication
Explains how to enable two-factor authentication from the profile settings using Google Authenticator or Microsoft Authenticator to add an extra layer of account security.
3. System Settings & Configuration
How do I configure organization settings
Shows how to update core organization details such as name, email, phone, logo, and address in the Organization Settings section of Settings.
How do I backup and restore a database
Covers how to configure automatic scheduled backups and trigger manual backups from the Database section in Settings, and how to restore from a previous backup file.
What is the domain manager used for
Explains how to connect a custom domain to your Dalfin system through the Domain Manager, replacing the default URL with a branded domain for your users.
How do I manage storage settings
How do I view system audit logs
Shows how to access and filter audit logs in Settings to review user actions, record updates, and configuration changes for compliance and governance purposes.
How do I add or remove a system module
Demonstrates how to manage which modules are active in your system through the Modules section under System Settings, keeping the platform focused on relevant features.
Where can I manage Stripe integration
Shows how to connect Stripe by entering API keys in the External Integration section of System Settings, enabling payment processing and billing automation within Dalfin.
How do I adjust system language settings
Shows how to set primary and secondary system languages from System Configuration, with the requirement that at least one of the selected languages must be English.
4. BrainGrid Controller & UI Design
How do I create a new window
Walks through creating a new window in the Window Manager by setting a title, layout style, and field configuration, then designing the canvas with fields and sections before publishing.
What are menus and how do I customise them
Explains how menus work as navigation links in Dalfin and shows how to create, rename, edit icons, duplicate, and delete menus from the Window Manager.
How do I add buttons and controls to a form
Shows how to enable action buttons (Submit, Reset, Cancel, Next, Previous, Predict) in the Footer section of a window using the Button Settings panel.
What is conditional rendering and how do I use it
Explains how to configure field visibility rules in the Display Field Settings so that specific fields show or hide dynamically based on user input or defined conditions.
How do I reorder fields in a canvas
Shows how to drag and drop fields, sections, and columns within the BrainGrid canvas to rearrange the layout, then publish to save changes.
How do I set field validations
Covers how to configure field-level rules such as Required, Disabled, Unique, and length limits from the Field Validation tab in Display Field Settings to enforce correct data entry.
What is the AI window creation tool
Explains how to use Process Copilot to generate a window structure, fields, and basic configuration from a plain-language description, which can then be refined in BrainGrid.
How do I manage multi-page windows
Shows how to add and configure multiple pages within a window from the top toolbar, including enabling Shared Page Style for consistent formatting across pages.
How do I configure enumeration fields
Explains how to set a field's datatype to Enumeration and define a list of selectable values, either through field settings or the Enumeration section in the Window Manager.
How do I preview my UI changes
Shows how to use the Preview option in the Window Manager toolbar to see how a form will appear to end users before publishing changes.
5. View Manager & Data Views
How do I create a general view
Walks through creating a general view (Accordion or Table) in the View Manager by selecting a data source, configuring displayed fields, and setting sorting and filter defaults.
What are date-based views
Covers date-based view types including Calendar, Gantt, Milestone, and Timeline, and shows how to configure them by selecting a date field and choosing a grouping interval (day, week, or month).
How do I build an image-based view
Explains how to configure a Chart View as an image-based layout by specifying the field that stores images and adding supporting display elements like captions or titles.
How do I filter views by user status
Shows how to use the Kanban view in View Manager to display records grouped by status values such as Active, Inactive, Approved, or Rejected.
How do I edit view configurations
Demonstrates how to open a view's Settings panel to adjust displayed columns, filter conditions, sorting preferences, and layout options, then apply and save the updates.
Can I export view data
Shows how to enable the Export option in the View Manager's Action Bar settings, then use the Export button in the live view to download a CSV file of the current data.
How do I link views to Process Orchestrator
Explains how to configure a UI trigger in Process Orchestrator so that record actions (create, update, delete) performed within a view automatically activate the associated process orchestrations.
User Status Views
Explains how user status views group and display records by status categories, commonly used in dashboards and Kanban boards to give a quick overview of record states.
How do I preview view layouts
Shows how the View Manager displays a live preview of your view configuration in the middle of the page, allowing you to verify layout, filters, and field alignment before publishing.