I'm a — pick your role to start in SGEN

Pick the role that matches what you do. Each path is the shortest route to your first win in SGEN. No generic tour. No reading the whole platform top to bottom.

How to find your role

Seven core roles cover most of the team. Scroll the grid, read the one-liner, click the tile that fits. If your exact title isn't listed, pick the role that matches what you do in SGEN — not what your org chart says. Aux roles (Designer, Founder, Freelance Creator, Operations Manager, Partner Agency, Team Lead) appear after the main seven.

What is this for?

This page is the front-door router for SGEN documentation. It routes first-time visitors — and anyone taking on a new SGEN responsibility — to the right onboarding path. Every role linked here has a dedicated guide: a day-one checklist, a daily operating rhythm, and direct links to the feature documentation that role uses most. This page is not the guide itself — it is the route to the guide.

Good use cases

• You have a new SGEN account and want to start doing your actual job, not read every section of the docs from the top.
• You're onboarding a new team member and want to send them a single link that routes them to the right path.
• Your role has changed and you want to read what your new responsibilities look like in SGEN.
• You're a team lead briefing a group and want a single URL to send each person to their role's path.
• You're an agency onboarding a client contact and want each person routed to what their role does.

What NOT to use this for

• For platform fundamentals — if SGEN is brand new to you, read What is SGEN before picking a role.

The role guides assume you know what SG-Dashboard and SG-Admin mean.

• For feature documentation directly — the role paths link to feature docs, but if you need a feature page without onboarding context, use the Documentation Map.
• For account setup — provisioning and initial site configuration live in the Platform Admin path.

How this connects to other features

• For your role — the deeper companion to this page.

This router gets you to the guide; that page walks you through the guide in more detail.

• Welcome to SGEN Docs — overall docs orientation.

Read this first if you have never used SGEN docs before.

• Documentation Map — the full IA of the docs.

Use it once your role path is done and you want to explore beyond the onboarding scope.

• Glossary §4 — Roles — canonical definitions for each role.

Use it if you're unsure which role matches your responsibilities.

Where to find it

This page lives at docs.sgen.com/im-a-role. It is linked from the docs homepage, the "Get Started" sidebar section, and the Documentation Map. If you were sent a direct link by a team member or manager, you are already in the right place.

Before you start

One thing to confirm before picking a role path.

Your SGEN account role (Administrator, Editor, Author, Contributor) determines which admin surfaces you can see. The role-onboarding guides below assume you have access to the relevant areas. If a step in a guide refers to a surface that is not visible in your dashboard, your account role may not include that area. Contact your account owner to confirm your access level before following a path that touches settings or publishing.

Steps — How to pick your role

Work through these four steps in order. Each step takes under a minute.

Step 1 — Confirm SGEN access

Log in to your SGEN admin. Confirm that you can see the sidebar. If you cannot log in, contact your account owner — these role guides assume a working login.

Step 2 — Match your work to a role

Read the one-liner under each role tile below. Pick the role where the one-liner matches what you do in SGEN. Ignore your job title — titles vary across organizations. Focus on the surfaces and tasks you will touch.

Step 3 — Open your role guide

Click the role tile or the "Go to role guide" link next to it. The guide opens to a day-one checklist for that role. Complete the checklist before exploring other sections.

Step 4 — Bookmark your role's feature docs

Each role guide links to 3-6 feature docs that role uses most. Bookmark those pages directly. The role guide is a starting point — the feature docs are where you will return every day.

The seven core roles

Content Editor

You write and publish content. Blog posts, pages, media library management, and comment moderation sit inside your scope. You don't touch admin settings, user management, or technical configuration.

You are here if: your daily SGEN work centers on creating, editing, and publishing written content.

Starting links:

• Content editor onboarding — day-one checklist and daily rhythm
• Create and manage blog posts — primary content surface
• Create and manage pages — the evergreen content layer
• Glossary — Content Editor definition

Day-one check: Create a draft page. Save it without publishing. Confirm the draft appears in the Pages list under "Draft" status. That is the loop you will repeat every working day.

Marketing Manager

You run campaigns and own the conversion funnel. Lead forms, popups, analytics, blog publishing cadence, and attribution tracking sit in your daily scope. You work across SG-Modules (Forms, Popups) and SG-Core (Pages, Blog).

You are here if: your daily SGEN work centers on driving and measuring visitor-to-lead conversion.

Starting links:

• Marketing manager onboarding — campaign cadence and form setup
• My Forms — primary lead-capture surface
• Popups — lead-capture overlay builder
• Glossary — Marketing Manager definition

Day-one check: Confirm your main lead-capture form is live and routing to the right notification email. That single check is the highest-value action on day one for most Marketing Managers.

SEO Specialist

You own search visibility. Ten SGEN SEO panels give you per-page and site-wide control over metadata, redirects, sitemap, structured data, and Search Console integration.

You are here if: your daily SGEN work centers on improving and maintaining search engine rankings and organic traffic.

Starting links:

• SEO specialist onboarding — the full ten-panel audit grid
• Redirects — URL redirect management for moved content
• Glossary — SEO Specialist definition

Day-one check: Connect Google Search Console and confirm the sitemap is indexed. Those two actions give you the data you need for every subsequent SEO decision.

{{emit:status-badge-grid { "title": "SEO surfaces — panel count", "badges": [ {"label": "SEO panels", "count": 10, "color": "blue"}, {"label": "Redirect rules active", "count": 24, "color": "green"}, {"label": "Sitemap entries", "count": 148, "color": "purple"}, {"label": "GSC connected", "count": 1, "color": "green"} ] }}}

Developer

Six power-user surfaces. Custom CSS, Custom Codes, Redirects, Search and Replace, post export/import, and SG-Builder Additional CSS. Your scope is the technical configuration layer — the part that holds everything else together.

You are here if: your daily SGEN work involves code-level customization, scoped style overrides, or technical platform integration.

Starting links:

• Developer onboarding — six surfaces with scope rules
• Custom Codes — script and snippet injection
• Redirects — URL redirect rules and bulk import
• Glossary — Developer definition

Day-one check: Open Custom CSS and Custom Codes in the sidebar. Confirm you can save a no-op rule without breaking the live site. Run first changes in staging — not directly on the live environment.

Ecommerce Manager

You run the store day to day. Morning order scans, fulfillment batches, catalog hygiene, coupon launches, and shipping configuration sit in your daily scope.

You are here if: your daily SGEN work centers on processing orders, managing product listings, and running ecommerce operations.

Starting links:

• Ecommerce manager onboarding — daily, weekly, monthly rhythm
• Glossary — Ecommerce Manager definition

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

Support Agent

You triage customer tickets from inside the team. Your scope is read-only admin views, activity log lookup, knowledge-base navigation, and escalation routing. You do not modify site configuration.

You are here if: your role involves answering customer questions about their SGEN site or triaging inbound support requests.

Starting links:

• Support agent onboarding — ticket triage workflow and escalation paths
• Glossary — Support Agent definition

Day-one check: Open the Activity Log inside a test site. Confirm you can view recent events and filter by date. That surface is your primary diagnostic view for most customer-side issues.

Platform Admin

You run two or more SGEN sites for one organization. Org-level dashboard, per-site provisioning, user management, billing review, and security policy enforcement sit in your scope.

You are here if: your SGEN responsibility spans multiple sites and includes onboarding other SGEN users, managing access levels, or overseeing billing.

Starting links:

• Platform admin onboarding — portfolio health cadence
• Glossary — Platform Admin definition

Day-one check: Open SG-Dashboard and confirm every active site shows a green status indicator. One site in a warning state means you have an action to take before continuing with other onboarding steps.

Aux roles

These six roles are less common but have dedicated guides. Each guide follows the same day-one checklist format as the core roles above.

Designer

You work on the visual layer. Theme Editor, SG-Builder component editing, and Custom CSS are your primary surfaces. You may also handle SG-Builder Additional CSS for per-component style overrides.

You are here if: your SGEN work centers on how the site looks and how the design system is maintained.

→ Designer onboarding

Founder

You own the site and want context across all surfaces — not a single role's slice. Your path covers the platform from the owner perspective: settings, analytics, publishing governance, and billing.

You are here if: you are the account owner or business owner and you want to understand what the whole platform does, not a single team member's workflow.

→ Founder onboarding

Freelance Creator

You run the whole site yourself — content, design, and basic technical configuration. Your path combines Content Editor, Designer, and enough Developer context to stay independent.

You are here if: you are the only person managing a SGEN site and you wear multiple hats.

→ Freelance Creator onboarding

Operations Manager

You own the operational discipline — backup schedules, integration health, settings governance, and publishing policy. Your path covers the operational surface without requiring deep technical knowledge.

You are here if: your SGEN work centers on keeping the site running reliably rather than creating content or writing code.

→ Operations Manager onboarding

Partner Agency

You manage SGEN for multiple clients. Your path covers project delivery, client access setup, build handoff, and retainer operating rhythms.

You are here if: you run a digital agency that builds and maintains SGEN sites for clients.

→ Partner Agency onboarding

Team Lead

You coordinate a SGEN team. Your path covers publishing governance, user access management, editorial calendar setup, and activity log review.

You are here if: you manage a team of SGEN users and are responsible for what gets published and when.

→ Team Lead onboarding

What success looks like

You land on your role's guide within two clicks from this page. The guide gives you a day-one checklist that you complete within your first session. After the checklist, you know which feature docs you will return to every day. You do not need to read any other part of the SGEN docs to start doing your actual job.

Examples

Example 1: New content hire on day one

A new content editor joins a team using SGEN. Their manager sends them this page and says "pick your role." The content editor finds the Content Editor tile, reads the one-liner ("Writes and publishes content"), recognizes their job, and clicks through. They land on the day-one checklist, complete it in 15 minutes, and have a published draft page by end of their first hour.

Example 2: Agency onboarding three contacts at a client

A partner agency is handing off a SGEN site to a client team with three people: a content writer, a marketing manager, and the business owner. The agency sends each person this page with a note: "Find your role and follow the link." Each person routes independently to the right guide. The agency avoids running three separate onboarding calls.

Example 3: Role change mid-project

A platform admin takes on ecommerce responsibilities after a team member leaves. They already know the platform as an admin, but want to understand the ecommerce operating rhythm without reading from scratch. They come to this page, find the Ecommerce Manager tile, and open that guide. The day-one checklist surfaces what they haven't done yet and skips what they already know.

Don't see your role here? Browse all by-role guides → By-role onboarding index

What to do if it does not work

Part of the SGEN docs start-here collection. Last updated 2026-05-27.