I'm a — pick your role to start in SGEN
Pick the role that matches what you do in SGEN — not your job title — and click through to a dedicated day-one checklist and daily operating guide. Thirteen roles covered: seven core (Content Editor, Marketing Manager, SEO Specialist, Developer, Ecommerce Manager, Support Agent, Platform Admin) and six aux. Each routes you to the shortest path for your first win.
Match what you do, not your title
Scroll the grid, read the one-liner, click the tile that fits. Seven core roles cover most teams. Six aux roles follow the main grid.
Day-one checklist per role
Each role guide has a day-one checklist designed to get you to your first win in one session — no background reading required first.
Check your access level first
Your SGEN account role (Administrator, Editor, Author, Contributor) controls which surfaces you can see. If a guide step refers to a surface that isn't visible, ask your account owner.
How to find your role
Match what you do, not your title. Scroll the grid below, read the one-liner, click the tile that fits. Seven core roles cover most teams. Six aux roles (Designer, Founder, Freelance Creator, Operations Manager, Partner Agency, Team Lead) follow the main grid.
New to SGEN entirely? Read What is SGEN first — the role guides assume you know what SG-Dashboard and SG-Admin mean.
Before you start
Two things to confirm before picking a role guide.
Check your account access level first
Your SGEN account role (Administrator, Editor, Author, Contributor) controls which surfaces you can see. If a guide step refers to a surface that isn't visible in your sidebar, ask your account owner to confirm your access level.
Not sure which role fits?
Read each one-liner carefully. Match what you do in SGEN, not your job title. If nothing fits, browse For your role for a broader overview, or check the Glossary — Roles for canonical definitions.
Steps — pick your role
Four steps from this page to your day-one checklist.
1
Log in to your SGEN admin and confirm you can see the sidebar.
2
Find your role in the grid — read the one-liner, match what you do.
3
Open the guide — click the role link to land on a day-one checklist.
4
Bookmark the feature docs your guide links to — those are your daily surfaces.
The seven core roles
Seven core roles cover most teams. Each has a dedicated day-one checklist and daily operating guide.
Core role
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.
Day-one check: Create a draft page. Save it without publishing. Confirm the draft appears in the Pages list under "Draft" status.
Core role
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.
Day-one check: Confirm your main lead-capture form is live and routing to the right notification email.
Core role
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.
Day-one check: Connect Google Search Console and confirm the sitemap is indexed.
Core role
Developer
Your scope covers six power-user surfaces: Custom CSS, Custom Codes, Redirects, Search and Replace, post export/import, and SG-Builder Additional CSS. You own the technical configuration layer.
You are here if: your daily SGEN work involves code-level customization, scoped style overrides, or technical platform integration.
Day-one check: Open Custom CSS and Custom Codes in the sidebar. Confirm you can save a no-op rule. Run first changes in staging — not directly on the live environment.
Core role
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.
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.
Internal role
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.
Day-one check: Open the Activity Log inside a test site. Confirm you can view recent events and filter by date.
Core role
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.
Day-one check: Open SG-Dashboard and confirm every active site shows a green status indicator.
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.
| Role | Does | Guide |
|---|---|---|
| Designer | Visual design and theme layer | Designer onboarding |
| Founder | Owner-level context across all surfaces | Founder onboarding |
| Freelance Creator | Single-site content and build work | Freelance Creator onboarding |
| Operations Manager | Operational cadence and settings oversight | Operations Manager onboarding |
| Partner Agency | Multi-client delivery and client handoff | Partner Agency onboarding |
| Team Lead | Publishing governance and team coordination | Team Lead onboarding |
What success looks like
You land on your role guide within two clicks. You complete the day-one checklist in your first session. You know which feature docs to bookmark. You don't need to read any other section of the docs to start doing your actual job.
New team member on day one
Manager sends this page; they pick their role and complete the checklist in 15 minutes.
Agency onboarding a client team
Send one URL; each person routes to their own guide independently. No separate onboarding calls.
Role change mid-project
Open the new role's tile and follow the day-one checklist to find what you haven't set up yet.
What to do if it does not work
Common issues when navigating the role router.
| Symptom | What it means | What to do |
|---|---|---|
| You click a role link and land on a 404 | The guide path has moved | Use the Documentation Map to find the current location |
| The guide describes surfaces you can't see | Your account role may not include that area | Contact your account owner to confirm your access level |
| None of the 13 roles match your situation | Your role is cross-functional or outside the standard set | Start with For your role — it has a broader onboarding overview |
| Your team uses SGEN differently than the guide describes | The guide reflects the default role scope | Your account owner may have configured non-standard access — ask them for a role briefing |
| A link in this page does not resolve | The target doc may be pending publish | Check What's New to confirm if the doc is in the pipeline |