All articles

SG-Dashboard

SG-Dashboard

Multi-site operations and portfolio visibility layer. SG-Dashboard is the account-level command surface used to manage sites, billing, integrations, reporting entry points, and portfolio-wide operational visibility.

Definition

SG-Dashboard is the multi-site operations layer in SGEN. It provides account-level control across connected sites and acts as the command surface for provisioning, portfolio visibility, billing access, site settings entry, integrations, and reporting-related actions.

Purpose

The purpose of this page is to define SG-Dashboard’s role within the platform and distinguish it from site-specific administration and visual editing surfaces. It establishes what SG-Dashboard owns, what it routes into, and how it should be understood in the wider SGEN operating model.

Scope

This page covers SG-Dashboard at the reference level. It describes the surface as a platform control layer rather than as a step-by-step workflow or feature tutorial.

Covers account-level and multi-site operational control.
Defines portfolio visibility and setup-entry responsibilities.
Clarifies how dashboard actions relate to downstream product surfaces.

Responsibilities

SG-Dashboard is responsible for the operating layer above individual site administration.

Multi-site visibility

Provides portfolio-level visibility across connected sites and their current operational state.

Provisioning entry

Acts as the main command surface for site creation, setup routing, and capacity-aware account actions.

Billing and capacity access

Owns subscription-state visibility and routes users into capacity, subscription, and billing recovery flows.

Operational routing

Routes users into site settings, integrations, locations, reporting, and related account-level workflows.

Key elements

SG-Dashboard should be understood through the kinds of operational areas it exposes rather than as a single-purpose screen.

Key Element
Dashboard control surfaces

Entry points for account-level actions, operational summaries, and guided setup paths.

Key Element
Site Manager

Site-card based control surface for access, setup continuation, site settings entry, and site-level operational actions.

Key Element
Billing surfaces

Subscription, capacity, and account-state views that determine whether further provisioning or access is available.

Key Element
Integration and settings entry points

Routes into per-site settings, Google integrations, locations, and other configuration-aware account paths.

Key Element
Reporting entry points

Account-level access into report-generation and related visibility workflows.

Operational role

Operationally, SG-Dashboard acts as the portfolio command layer of SGEN. It is where account owners and operators manage site-level readiness from above the site itself. It does not replace SG-Admin for site administration or SG-Builder for layout composition; instead, it coordinates entry into those deeper surfaces.

Constraints and boundaries

SG-Dashboard is an account-level and multi-site control surface. It should not be treated as the primary location for site-content administration or visual page building.

Use SG-Dashboard for portfolio control, provisioning, billing, and operational entry points.
Use SG-Admin for site-level records, modules, settings, and administrative control.
Use SG-Builder for layout composition and presentation-level editing.
Use Guides for procedures and task execution rather than surface definition.

Documentation guidance

Use this page as a reference definition. Task-by-task instruction, onboarding steps, or procedural walkthroughs should live in Guides, while product updates and shipped changes should live in What’s New or Changelog.

Share Copied!