Founder and business owner SGEN onboarding guide

Before you start

Confirm these four things with the person who set up your SGEN account before your first session:

Your five areas

You do not need Theme Editor, Custom Codes, Blog, Forms, Popups, or Analytics → Event Logs. Those surfaces belong to your content, marketing, and technical leads. If you find yourself making changes there regularly, the team structure needs reviewing — not your access level.

Not the right guide?

• Content editing → Content editor onboarding
• Marketing campaigns → Marketing manager onboarding
• SEO and redirects → SEO specialist onboarding
• Builder and design → Designer / Developer onboarding
• Platform administration → Platform admin onboarding

What a healthy cadence looks like

Weekly — you open Dashboard and can describe site performance in one sentence ("traffic is up, last backup ran, no critical alerts") without opening Analytics or reading every log entry.

Monthly — you can confirm your team is active (Users shows recent logins), the site is protected (Backups shows a current restore point), and there are no unexplained config changes (Audit Log shows nothing you didn't authorise).

Quarterly — you can answer the four founder questions — Is the site performing? Is the team functional? Is the platform reliable? Is the plan still right? — using data you pulled yourself.

Operationally — you have never had to make an emergency content edit yourself. When something needs your attention, it arrives through a configured notification.

Weekly founder check. A healthy weekly snapshot looks like this:

Your operating cadence lives in two companion guides:

• Founder weekly and monthly site checks — the 10-minute weekly pulse (Dashboard, Audit Log, Users) and the 30-minute monthly review (KPI snapshot, team roster, backup health, notification hygiene).
• Founder quarterly strategy review — the once-a-quarter 2-hour strategic audit covering four founder questions and a steps checklist.

Common blockers

What your team does — and what they escalate to you

Your role in SGEN is ownership, not operation. The table below maps each area of the platform to who runs it, so you know where to direct questions and who to hold accountable for results.

The escalation path is the critical one. When something needs a decision — not an action, a decision — it comes to you. Your team should be able to handle every routine operation in the table above without your involvement. If they cannot, the team structure or the role assignments need reviewing.

Things you should not need access to

As the founder or business owner, you own the strategic outcome. The following areas are your team's operational territory. If you find yourself making changes here regularly, something in the team structure has broken down.

You DO need access to:

Day-one and first-week path

Use this table on your first day to confirm access and establish the baseline before stepping back from daily oversight.

Day-one progress — Founder / Business Owner. A completed first day looks like this:

Other roles on this site

Each role on a SGEN site has its own onboarding guide. Use the table below to understand who owns each surface — and who to direct questions to when something is outside your scope.