Guides → How to Create a New Site in SGEN

How to Create a New Site in SGEN

Provision a new SGEN site from SG-Dashboard — preconditions, two routes, what success and failure look like.

Creating a new site in SGEN is a structured operation, not a casual click. The site provisions both staging and live environments, attaches to your active subscription, consumes one unit of site capacity, and lands you back in Site Manager with the next setup actions surfaced. This guide covers everything from the preconditions you need before starting to the recovery paths when something does not go right.

The procedure assumes you have already oriented yourself in SG-Dashboard (see Getting Started with SG-Dashboard). If this is your first session, read that first, then return here when the recommended sequence asks you to create your first site.

CREATE-SITE FLOW
From dashboard to provisioned site
STEP 01
Confirm preconditions
Subscription · capacity · domain · business name
STEP 02
Open flow
Quick Actions or Site Manager + Add Site
STEP 03
Fill modal
Domain + business name
STEP 04
Provision
Platform creates site + environments
STEP 05
Land in Site Manager
New site card · next setup actions

How to Create a New Site in SGEN — Flow

Inline reference mock
+ Add New
FieldValue
ModuleHow to Create a New Site in SGEN
Slughow-to-create-a-new-site-in-sgen
SurfaceSg Dashboard / Flow
NotesReplace with captured screenshot when available

What is this for?

Read this page when you are about to provision a new SGEN site. Use it to confirm you have everything you need before starting, follow the in-flow steps without guessing, recognize what success looks like, and triage failures with structured recovery paths rather than improvising.

The page is a how-to guide. It does not duplicate the Site Manager Reference or the per-area depth of subscription management; it walks the create-a-new-site procedure end to end and links out at each step.

Good use cases

  • You are creating your first site after onboarding.
  • You are adding another site to an existing account that has spare capacity.
  • You are setting up a client account as an agency and want the procedure for repeated use.
  • You hit "create site failed" and want the structural recovery path.
  • You are reviewing what success means before promoting a domain to live.

What NOT to use this for

  • Domain pointing — open How to Point Your Domain in SGEN.
  • Adding subscription or site capacity — open How to Add a Subscription or Site Capacity in SGEN.
  • Per-site setup after creation — open How to Complete Site Setup in SGEN.
  • Billing operations — open Billing and Site Capacity in SGEN.

How this connects to other features


Before you start

Confirm all of the following before opening the create flow.

Account access

You can log in to SG-Dashboard at dashboard.sgen.com. If access is restricted, check billing health (Billing area) and your account-tier role assignment.

Active subscription with available capacity

The account has an active subscription, and the subscription has at least one unit of site capacity available. If capacity is full, the create flow will prompt you to add capacity rather than create the site.

Final production domain ready

The domain you enter at create time is the final production domain — the URL you intend to be the customer-facing one. The platform uses it for live-environment provisioning. Pick the real domain; do not enter a placeholder.

Business name ready

The Business Name field is required. Use the legal or operating business name; this seeds downstream surfaces (Site Settings, Locations) with the right identity.

PRECONDITIONS
All four required before opening the create flow
☐ Account login working at dashboard.sgen.com
☐ Active subscription with at least one unit of available site capacity
☐ Final production domain ready (not a placeholder)
☐ Business name ready (the legal or operating name)
RULE — if any precondition fails · pause · resolve before continuing

How to Create a New Site in SGEN — Checklist

Inline reference mock
+ Add New
FieldValue
ModuleHow to Create a New Site in SGEN
Slughow-to-create-a-new-site-in-sgen
SurfaceSg Dashboard / Checklist
NotesReplace with captured screenshot when available

Where to start the flow

Two equivalent entry points open the same modal.

Route 1 — Quick Actions

  1. Log in to SG-Dashboard.
  2. Open Dashboard.
  3. In Quick Actions, click Create New Site.

This is the fastest entry point if you arrived at the dashboard with the intention of creating a site.

Route 2 — Site Manager

  1. Log in to SG-Dashboard.
  2. Open Site Manager.
  3. Click + Add Site.

This is the natural entry point if you are already inside Site Manager looking at existing sites and want to add another.

Use whichever route is more available to you in the moment. Both open the same create-site modal.

Steps inside the create flow

  1. Start the flow via Quick Actions or Site Manager (above).
  2. If the account has available site capacity, the create-site modal opens directly. If capacity is exhausted, you will be prompted to add capacity instead — handle that path through How to Add a Subscription or Site Capacity, then return here.
  3. In the modal, enter the Domain. This is the final production domain. The platform uses it for live-environment provisioning, so accuracy matters.
  4. Enter the Business Name. This seeds downstream identity surfaces.
  5. Review both fields carefully. Typos in the domain are the most common cause of having to recreate the site.
  6. Click Create Site.
  7. Wait for SGEN to complete provisioning. The platform creates the site record, attaches it to your subscription, and provisions both staging and live environments.
  8. On success, SGEN shows the message: "Tenant created successfully for site (domain)".
  9. SGEN redirects you back to Site Manager.
  10. Locate the new site card. Move directly into the next setup actions exposed there: Point Your Domain, View Staging Site, Log in to Stage, Manage Site Settings, Add Users.
CREATE-SITE MODAL
Two fields · review before submit
Create New Site
Provision a new SGEN site against your subscription
Domain *
example.com
The final production domain · used for live environment provisioning
Business Name *
Example Co.
Legal or operating name · seeds Site Settings + Locations

How to Create a New Site in SGEN — Modal

Inline reference mock
+ Add New
FieldValue
ModuleHow to Create a New Site in SGEN
Slughow-to-create-a-new-site-in-sgen
SurfaceSg Dashboard / Modal
NotesReplace with captured screenshot when available

What success looks like

Confirm all of the following after submission.

  • Success message appears: "Tenant created successfully for site (domain)".
  • You are returned to Site Manager.
  • The new site card is visible.
  • Staging and live environments are provisioned for that site.
  • Setup actions for the site are available on the card or in related controls.

If any of these are missing after the success message, the creation may not have completed cleanly — refresh Site Manager and re-check; if still missing, treat as a failure and follow the recovery paths below.

What to do if it does not work

Use the structured response that matches the state you are in.

"You are prompted to add a subscription instead of creating the site"

The account does not have an active subscription, or has no remaining site capacity. Pause the create flow. Open How to Add a Subscription or Site Capacity, complete that, then return here.

"Site provisioning failed" message

Review the domain entry — was it valid, was it already in use? Re-attempt with the corrected domain. If the same failure persists on retry with a clean entry, contact support; do not loop on retries.

"The site was created, but live is not ready"

This is not a failure. Site creation provisions both environments; live readiness depends on DNS propagation and certificate provisioning, which take additional time. Continue setup in staging and complete the domain step. Live will become ready once DNS and certificate state are good.

FAILURE STATES
Three things that can go wrong — and what to do
State you seeWhat it meansWhat to do
Subscription / capacity promptNo subscription or no available capacityAdd subscription or capacity · then return here
Site provisioning failedDomain invalid or already in use · platform errorReview + retry once · contact support if persists
Site created · live not readyNot a failure · DNS + cert pendingContinue setup in staging · wait for live readiness

How to Create a New Site in SGEN — Map

Inline reference mock
+ Add New
FieldValue
ModuleHow to Create a New Site in SGEN
Slughow-to-create-a-new-site-in-sgen
SurfaceSg Dashboard / Map
NotesReplace with captured screenshot when available

Definition

Site creation in SGEN is the operation that provisions a new site against an active subscription. The operation creates the site record, attaches it to the subscription, consumes one unit of site capacity, provisions both staging and live environments, and returns the operator to Site Manager with the next setup actions surfaced.

The defining property is platform-managed. Operators do not provision servers, configure databases, or stand up infrastructure to create a site. The platform handles that as part of the create operation.

Purpose

The purpose of this guide is to make site creation a structured operation rather than a guessing exercise. Operators who follow this guide get a predictable result; operators who improvise without it sometimes recreate the site after typing the wrong domain or hit "subscription required" prompts mid-flow without a clear next step.

Scope

This page covers site creation at the how-to-guide level — the procedure rather than the platform internals.

The page covers:

  • Preconditions before starting.
  • The two entry routes into the create flow.
  • The in-flow steps and field semantics.
  • Success criteria and recovery paths.

The page does not cover:

  • Per-site post-create setup — open How to Complete Site Setup in SGEN.
  • Domain pointing — open How to Point Your Domain in SGEN.
  • Subscription and capacity management — open Billing and Site Capacity.
  • Per-release behavior change — open What's New or Changelog.

Examples

Example 1 — A clean first-site creation

A new account holder confirms preconditions (active subscription, capacity available, real domain ready, business name ready), opens Quick Actions, clicks Create New Site, fills the modal, clicks Create Site, sees the success message, lands in Site Manager, and moves to How to Complete Site Setup. Total elapsed: under five minutes. No retries needed.

Example 2 — A capacity prompt during the flow

The operator clicks Create New Site and gets the subscription/capacity prompt instead of the create modal. They pause, open How to Add a Subscription or Site Capacity, complete that, return to Quick Actions, click Create New Site again — this time the modal opens. They proceed normally.

Example 3 — A typo in the domain

The operator submits with exmaple.com instead of example.com. Submission succeeds (the platform does not validate spelling). The operator notices the typo in Site Manager and decides to recreate. They cannot rename the domain on the existing site without support; they archive the typo'd site, return to Quick Actions, create a clean one. The lesson — review the domain before submit — is captured.

Example 4 — A "site provisioning failed" retry

The operator submits and gets "Site provisioning failed". They check the domain — it is valid. They retry once. The retry succeeds. They proceed to Site Manager. The first failure was a transient platform error; the structured retry-once recovery worked.

Example 5 — Live not ready after creation

The operator finishes creation and opens the live URL — connection error. They check Site Settings and see DNS propagation in progress. They wait the recommended window, retry, and live resolves. The operating rule "live readiness depends on DNS + certificate" was the explanation; nothing in the create flow failed.

Example 6 — Agency creating multiple sites in succession

An agency principal creates three client sites in one session. Each create flow takes about five minutes; the principal pauses between to confirm each landed cleanly in Site Manager before starting the next. Total elapsed: about 20 minutes for three sites.


Documentation guidance

This page is the create-a-new-site procedure. Use it before each site creation to confirm preconditions, during the flow to verify you are at the right step, and after to check the success criteria.

For the next-step setup work after creation, open How to Complete Site Setup in SGEN. For domain pointing, open How to Point Your Domain in SGEN. For subscription management, open How to Add a Subscription or Site Capacity in SGEN.

Reading order

If this is your first site, read Getting Started with SG-Dashboard first; it routes you here when the recommended sequence reaches the create-site step.

TWO ROUTES
Both routes open the same create-site modal
ROUTE 1
Quick Actions
SG-Dashboard → Dashboard → Quick Actions → Create New Site
Use when you arrived intending to create
↓
ROUTE 2
Site Manager
SG-Dashboard → Site Manager → + Add Site
Use when already inside Site Manager
SAME CREATE-SITE MODAL

How to Create a New Site in SGEN — Modal

Inline reference mock
+ Add New
FieldValue
ModuleHow to Create a New Site in SGEN
Slughow-to-create-a-new-site-in-sgen
SurfaceSg Dashboard / Modal
NotesReplace with captured screenshot when available
WHAT SUCCESS UNLOCKS
Setup actions on the new Site Manager card
Point Your Domain · DNS configuration toward live readiness
View Staging Site · open the staging URL for review
Log in to Stage · open the admin against the staging environment
Manage Site Settings · per-site configuration including integrations + reporting
Add Users · per-site role assignments for teammates

How to Create a New Site in SGEN — Unlocks

Inline reference mock
+ Add New
FieldValue
ModuleHow to Create a New Site in SGEN
Slughow-to-create-a-new-site-in-sgen
SurfaceSg Dashboard / Unlocks
NotesReplace with captured screenshot when available

Related reading

Vocabulary cross-reference

  • Site creation — the SG-Dashboard operation that provisions a new SGEN site.
  • Tenant — the platform-internal name for a provisioned site; the success message uses this term.
  • Site capacity — the count of sites a subscription provisions; one unit is consumed per site created.
  • Subscription — the billing tier that provides site capacity; site creation requires an active subscription with available capacity.
  • Domain (final production) — the customer-facing URL the site will serve at; entered at create time.
  • Business Name — the legal or operating identity the platform attaches to the site at creation.
  • Quick Actions — the dashboard card hosting the Create New Site button (Route 1).
  • Site Manager + Add Site — the per-site list surface with an Add Site control (Route 2).
  • Create-site modal — the form that captures Domain and Business Name.
  • Provisioning — the platform-side work of creating the site record and standing up environments.
  • Staging environment — the internal-review environment provisioned at create time.
  • Live environment — the customer-facing environment provisioned at create time; reaches "ready" after DNS + certificate.
  • Live readiness — the state indicating the live URL is serving; depends on DNS + certificate.
  • DNS propagation — the time it takes for a domain change to reach DNS resolvers worldwide.
  • Certificate provisioning — the platform's issuance of an SSL certificate for the live domain.
  • Site Manager card — the per-site UI element holding next-step setup actions after creation.
  • Setup actions — the controls on the Site Manager card (Point Your Domain · View Staging · Login to Stage · Manage Site Settings · Add Users).
  • Capacity prompt — the alternative flow that appears when no site capacity is available; routes to subscription management.
  • Provisioning failure — the structured failure state on submit; calls for retry-once then escalate.
  • Retry-once recovery — the structured discipline of retrying a failed provisioning exactly once before contacting support.
  • Typo recovery — the manual recovery path when a wrong domain was submitted; archive the typo'd site, create a clean one.

Where to find it

Open your SG-Admin and navigate via the sidebar group that owns this surface. For platform-level reference (this page), the entry point is the SGEN documentation index at docs.sgen.com. For the operator-facing configuration screen, the entry point is the corresponding SG-Admin module page linked in Related features above.

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