I'm a — pick your role

Skip the generic tour. Pick the role you play in your team and jump to the workflow built for that role.

What is this for?

This page routes you to the right onboarding path based on how you use SGEN day to day. Every role listed here has a dedicated onboarding workflow — a day-one checklist, a daily operating rhythm, and links to the specific feature documentation for that role's tools.

You're on the right page if you have a new SGEN account and want a faster path than reading every section of the docs from top to bottom. Pick your role, follow the link, and you'll land on a workflow designed for how your role operates — not a generic platform tour.

Good use cases

• You've been handed SGEN access and want to start doing your actual job, not read platform theory.
• You're onboarding a new team member and want to send them a single link that routes them to the right path.
• You're an agency setting up client access and want each client contact routed to their role's documentation.
• You're switching roles or taking on new responsibilities and want to cross-reference what the new role needs to know.
• You're building a team SGEN briefing and want role-specific routes for each person.

When NOT to use this

• For platform fundamentals first — if you've never heard of SGEN, read What is SGEN before picking a role. The role paths assume you know what SG-Admin and SG-Dashboard are.
• For feature documentation — the role pages link to features, but if you need the feature page directly, use the Documentation Map.
• For account setup and provisioning — those live in the platform admin path, not in customer role onboarding.

How this connects to other features

• Welcome to SGEN Docs — the overall docs orientation. Read this first if you're brand new.
• SGEN in 90 Seconds — fastest platform definition. Read before picking a role if SGEN is completely new to you.
• Documentation Map — once you finish your role onboarding, this shows where every other page lives.
• Shared Concepts Index — the operating model every role assumes. Publishing model, environments, roles and access.

Before you start

One thing to confirm before picking a role path.

Your SGEN role (Administrator, Editor, Author, Contributor) determines which parts of the dashboard you can see and what actions you can take. The role-onboarding paths below assume you have access to the relevant surfaces. If you're following a path and something isn't visible in your dashboard, your account role may not include that area — contact your account owner to check.

Customer-facing roles

I'm a Content Editor

You write and publish. Blog posts, pages, media library, comment moderation. Your tools are Pages, Blog, and Media — you use them every day.

→ Content editor onboarding

What you get: day-one checklist, daily publishing routine, weekly content hygiene guide, and links to the specific pages and blog documentation.

Day-one focus: confirm you can create, save, and publish a draft page. That's the loop you'll run constantly. Everything else — media management, categories, scheduling — layers on top.

I'm a Marketing Manager

You run campaigns. Lead forms, popups, analytics, blog publishing on a cadence. Your tools span SG-Modules (Forms, SEO, Attributions) and SG-Core (Pages, Blog).

→ Marketing manager onboarding

What you get: daily / weekly / monthly cadence for the marketing surface, lead form setup checklist, popup configuration guide, and links to analytics and attribution documentation.

Day-one focus: confirm your main lead-capture form is live and routing to the right notification address. That's the highest-value check on day one for most marketing managers.

I'm an SEO Specialist

You own search visibility. Ten SGEN SEO panels sequenced into a daily, weekly, and monthly rhythm.

→ SEO specialist onboarding

What you get: the SEO audit grid, inline-edit workflow, redirect configuration guide, Google Search Console connection, and the analytics surface.

Day-one focus: connect Search Console and confirm the sitemap is visible. Those two actions give you the data you need for every subsequent SEO decision.

I'm a Developer

Six power-user surfaces. Custom CSS, Custom Codes, Redirects, Search & Replace, post export/import, SG-Builder Additional CSS.

→ Developer onboarding

What you get: the technical glue layer of SGEN — where you take control without breaking the platform. Includes scope rules for Custom CSS, deployment order for Custom Codes, and the page-ID scoping pattern that keeps per-page overrides isolated.

Day-one focus: locate Custom CSS and Custom Codes in the sidebar, and confirm you can save without breaking the live site. Staging is the right environment for first changes.

I'm an Ecommerce Manager

You run the store day to day. Morning order scans, shipping batches, catalog hygiene, coupon launches.

→ Ecommerce manager workflow

What you get: the daily rhythm of running a SGEN store — order status flow, fulfillment checklist, product catalog management, and coupon configuration.

Day-one focus: run a morning order scan. Filter orders by Pending, check each for shipping address completeness, and confirm your notification email receives order alerts.

Org and internal roles

I'm a Platform Admin (multiple sites)

You run two or more SGEN sites for one organization. Org-level dashboard, provisioning, billing, security audits.

→ Platform admin onboarding

What you get: the cadence that keeps a portfolio healthy — provisioning workflow, billing review schedule, staging-to-live promotion governance, and user access audits across all sites.

Day-one focus: open SG-Dashboard and confirm every active site shows a green status indicator. One site in a warning state means you have an action before you continue onboarding.

I'm a Support Agent (internal)

You triage customer tickets. Knowledge-base lookup, escalation paths, daily routine.

→ Support agent onboarding

What you get: how to keep customers unblocked without losing context — triage workflow, documentation lookup patterns, escalation paths, and the activity log surface for diagnosing account-side issues.

Day-one focus: confirm you can access the activity log inside a test site. That's your primary diagnostic surface for customer issues.

Partner roles

I'm a Partner / Agency

You build client sites on SGEN. Discovery, build, handoff, retainer rhythm.

→ Partner & agency workflow

What you get: the agency operating model — discovery checklist, build sequence, client handoff package, and post-launch retainer rhythm for ongoing maintenance.

Day-one focus: provision a staging site for your first client engagement, confirm staging is isolated from live, and walk through the Stage & Live promotion flow before you build anything.

Not seeing your role?

If you're using SGEN in a role that isn't listed here, tell us — docs@sgen.com or the feedback form on docs.sgen.com. The role-onboarding library grows as new patterns emerge. Until your role is documented, the best path is to start with the Documentation Map and work through the surface sections that match your daily tasks.

Where to go after your role's onboarding

Every role-onboarding doc ends with a "Where to go next" section. Follow those links. The pattern is roughly:

1. Role onboarding (this entry)
2. Specific feature how-tos for your daily tools
3. Recipe and playbook docs for common workflows (Black Friday playbook, newsletter signup, coupon launch)
4. Reference docs when you need a fact about a specific panel or feature option

What success looks like

You're using this page well when you arrive, click your role, and arrive at your role's onboarding within one click. That one link is the whole purpose of this page — don't read every path, pick the one that matches you and go.

A fuller check after you complete your role's onboarding:

• You have a day-one checklist for your specific role's tasks.
• You know which sidebar areas you'll use most and have opened each one.
• You have at least one concrete task completed — a test publish, a form check, a settings review.
• You know where the feature documentation for your role's daily tools lives.

What to do if it does not work

• The role-onboarding page linked here isn't ready yet. Some role paths are still being drafted. If a link returns a stub or 404, fall back to the Documentation Map and navigate to the feature section most relevant to your role. Tell us at docs@sgen.com so we can prioritize the missing path.
• Your role doesn't match any category here. Use the Documentation Map to navigate by feature area rather than by role. The feature pages don't assume a specific role — they describe what a surface does and who uses it.
• Your dashboard looks different from what the role page describes. Your SGEN role (Administrator, Editor, Author, Contributor) determines access. If you can't see a surface the onboarding path references, contact your account administrator.

Related

• Welcome to SGEN Docs — overall docs orientation
• SGEN in 90 seconds — fastest platform definition
• Documentation Map — full IA
• Shared Concepts Index — operating model every role assumes

Related reading