SGEN by role — pick your path

The 30-second answer. This page is a one-click router. Pick the role that matches how you use SGEN — content editor, marketing manager, SEO specialist, developer, ecommerce manager, platform admin, support agent, or partner agency. Each link drops you into a role-specific onboarding workflow with a day-one checklist and the feature docs for your daily tools. Skip everything else on this page and click your role. That's the whole point.

On this page: Customer roles · Org and internal roles · Partner roles · Access levels · Not finding your role?

Before you start

Your SGEN role determines what you can see. If you follow a role path and something isn't visible in your dashboard, your account role may not include that area — contact your account owner.

New to SGEN entirely? Read What is SGEN before picking a role — the role paths assume you know what SG-Admin and SG-Dashboard are.

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.

Day-one focus: confirm you can create, save, and publish a draft page. Everything else layers on top.

→ Content editor onboarding — day-one checklist, daily publishing routine, weekly content hygiene guide.

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).

Day-one focus: confirm your main lead-capture form is live and routing to the right notification address.

→ Marketing manager onboarding — daily/weekly/monthly cadence, lead form setup checklist, popup configuration guide.

I'm an SEO Specialist

You own search visibility. Ten SGEN SEO panels — each mapped to a daily, weekly, or monthly rhythm.

Day-one focus: connect Search Console and confirm the sitemap is visible.

→ SEO specialist onboarding — SEO audit grid, inline-edit workflow, redirect configuration, Google Search Console connection.

I'm a Developer

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

Day-one focus: locate Custom CSS and Custom Codes in the sidebar. Staging is the right environment for first changes.

→ Developer onboarding — scope rules for Custom CSS, deployment order for Custom Codes, page-ID scoping pattern.

I'm a Designer

You build and refine visual layouts. SG-Builder drag-and-drop, global brand settings, template editing.

Day-one focus: open SG-Builder on a test page and confirm you can publish a section without affecting live.

→ Designer onboarding — SG-Builder workflow, breakpoint sweep, brand globals setup.

I'm an Ecommerce Manager

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

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.

→ Ecommerce manager workflow — daily order rhythm, fulfillment checklist, product catalog management, coupon configuration.

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.

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.

→ Platform admin onboarding — provisioning workflow, billing review schedule, staging-to-live governance, user access audits.

I'm a Support Agent (internal)

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

Day-one focus: confirm you can access the activity log inside a test site — that's your primary diagnostic surface.

→ Support agent onboarding — triage workflow, documentation lookup patterns, escalation paths, activity log surface.

Partner roles

I'm a Partner / Agency

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

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.

→ Partner & agency workflow — discovery checklist, build sequence, client handoff package, post-launch retainer rhythm.

Not seeing your role?

Tell us at docs@sgen.com or via the feedback form on docs.sgen.com. Until your role is documented, use the Documentation Map and navigate to the feature sections that match your daily tasks.

What success looks like

You arrived, clicked your role, and landed on your onboarding path in one click. That's the whole purpose of this page.

After completing 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

• A role path 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.
• Your role doesn't match any category. Use the Documentation Map to navigate by feature area — the feature pages don't assume a specific role.
• Your dashboard looks different from what the role page describes. Your SGEN role (Administrator, Editor, Author, Contributor) determines access. Contact your account administrator if a surface is missing.

Related

• What is SGEN — platform definition, read first if you're brand new
• SGEN in 90 seconds — fastest platform orientation
• Documentation Map — full docs IA
• Shared Concepts — publishing model, environments, roles and access