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
The dashboard is the first control surface for onboarding, site creation, and early account setup.
Create the site first, then move into integrations, locations, and reporting.
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.
Use this area for direct tasks such as Create New Site, View Sites, View Analytics, Generate Report, and Manage Locations.
This is the onboarding sequence for new users. It shows the practical order to follow instead of moving through the interface randomly.
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:
Start with site creation before moving into integrations, locations, or reporting.
Connect services such as Search Console and Analytics early so reporting and related setup can work correctly.
Set up Google-connected or manual location records needed for site-level visibility and local SEO workflows.
Run reporting after the site, integrations, and locations are already in place.
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.
The control view for orientation, quick actions, and first-session visibility.
Use this for site cards, staging and live access, site settings, and user invites.
Manage subscriptions and site-capacity requirements from here.
Manage Google-connected or manual location records tied to the account and site setup.
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.
