Guides → Getting Started with SGEN

Getting Started with SGEN

SG-Dashboard is the control layer for site creation, site access, billing, settings, integrations, and reporting. New customers should not have to guess what comes next. Start from the Dashboard, understand the key surfaces first, and move through site creation and setup in the right order.

Summary

Start from the Dashboard

The dashboard is the first control surface for onboarding, site creation, and early account setup.

Follow the onboarding order

Create the site first, then move into integrations, locations, and reporting.

Focus on core areas only

Most new-account work happens in Dashboard, Site Manager, Billing, Locations, and Site Settings.

What you land on after login

After a successful login, you land on the Dashboard. If no site has been created yet, the first screen typically highlights three major areas: Quick Actions, Getting Started, and Resources & Help.

SGEN dashboard showing Quick Actions, Getting Started, and Resources and Help for a new account with no created site
Dashboard Area
Quick Actions

Use this area for direct tasks such as Create New Site, View Sites, View Analytics, Generate Report, and Manage Locations.

Dashboard Area
Getting Started

This is the onboarding sequence for new users. It shows the practical order to follow instead of moving through the interface randomly.

Dashboard Area
Resources & Help

Use this area when you need documentation, knowledge-base material, tutorials, or support while moving through setup.

What the Getting Started sequence is telling you

The Dashboard already points to the correct order of operations. For a new site, this is the working onboarding path:

1
Create your first site

Start with site creation before moving into integrations, locations, or reporting.

2
Connect Google integrations

Connect services such as Search Console and Analytics early so reporting and related setup can work correctly.

3
Add your locations

Set up Google-connected or manual location records needed for site-level visibility and local SEO workflows.

4
Generate your first report

Run reporting after the site, integrations, and locations are already in place.

This is the working SGEN onboarding path from the dashboard surface. Follow it in that order unless your team has a different rollout requirement.

Core areas you will use first

A new customer usually needs only a small set of dashboard areas on day one. Do not overcomplicate the first session. Most new-account work happens in these surfaces.

Core Area
Dashboard

The control view for orientation, quick actions, and first-session visibility.

Core Area
Site Manager

Use this for site cards, staging and live access, site settings, and user invites.

Core Area
Billing

Manage subscriptions and site-capacity requirements from here.

Core Area
Locations

Manage Google-connected or manual location records tied to the account and site setup.

Core Area
Site Settings

Configure Google integrations, reporting settings, and the locations attached to a site.

Working rules that matter early

Keep these rules straight from the start. These are operational, not optional.

One active subscription provisions one site.
A site is created with both staging and live environments.
Staging is where you can begin work immediately.
Live readiness depends on DNS propagation and certificate provisioning.
A site is not assumed live just because it exists in Site Manager.
If billing is not settled, SGEN may restrict dashboard access and live availability.

What to do next

If the account does not yet have a site, move to How to Create a New Site in SGEN. If the site already exists and you have been redirected back to Site Manager, move to How to Complete Site Setup in SGEN.

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