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White Label and Agency Settings Knowledge Base

Updated 09/12/2025

Updated yesterday

Overview: What is White Labeling?

White Labeling in Search Atlas allows agencies to present the platform fully under their own branding. Clients access tools and reports through your custom domain and see only your agency’s identity.

  • Branding applied: dashboard, reports, widgets, login pages

  • What changes: All Search Atlas logos, names, and support links are hidden

  • What stays the same: Core infrastructure and backend technology still run on Search Atlas

⚙️ Setup Requirements

To White Label your dashboard, you need:

  • A Search Atlas PRO subscription

  • Access to your domain DNS records

  • Agency branding assets (Logo, Sign-in Logo, Sign-up Logo, Favicon)

📌 Setup instructions are available in Agency Hub > Agency Settings.

🚧 Functionality & Limitations

  • clients interact with the platform as if it’s powered by your agency

  • Embedding tools (e.g., into HighLevel/GHL) is possible, but backend remains Search Atlas

  • Clients lose direct access to Search Atlas support and resources (agency handles support)

  • White Labeled training resources are not pre-provided — agencies can repurpose or create their own

👥 Managing Clients & Accounts

Search Atlas offers 3 account types in White Label setup:

  • Child Account: A customer under your agency with their own White Labeled dashboard

  • Team Member: Shares your subscription’s dashboard and quotas

  • Referral: Independent subscription billed by Search Atlas. You earn 30% recurring commission

🔑 Best Practice: Assign clients only to the projects they should see in Agency Settings → Add user → Assign to specific project.

🛠️ Support Rules

  • Agency Owners: Have full support access

  • Clients: Cannot reach Search Atlas support directly

  • Live Chat: Disabled on White Labeled dashboards. To use chat, log in at https://dashboard.searchatlas.com/

💳 Pricing & Billing

  • White Label setup: Free for PRO users

  • Agency Starter clients: Free with limited quotas

  • Upgraded client plans: You are billed 70% of subscription price (added to your invoice). You set your own pricing to clients.

  • Referrals: Search Atlas bills them directly. You earn 30% recurring commission via the Affiliate Program.

🐞 Troubleshooting

SSL Certificate Errors

  • You must install a valid SSL certificate covering your chosen subdomain

  • Without SSL, clients may see browser warnings (though you can bypass temporarily)

  • Install SSL via your hosting provider’s admin panel
    📌 Video guide: SSL Setup

Login Access

  • Even after White Labeling, you can always log in via the regular Search Atlas domain

Child Account Permissions

  • Admin-level child accounts can see Pricing and Order Builder

  • Otherwise, parent controls visibility

🔍 Site Analysis Lead Capture Widget

Overview

A customizable, fully White Labeled widget that agencies can embed on their website. Visitors can run a site analysis and submit contact details, turning into leads.

Purpose

  • Convert visitors into leads with free branded reports

  • Provide opportunities for follow-up and bookings

Key Features

  • Lead capture (email + website)

  • Custom branding (logos, colors, fonts)

  • Meeting booking integration

  • Custom HTML for reports

  • Webhook integrations (CRMs, Zapier, Make, Sheets, Airtable)

Setup Guide

  1. Configure text, button, and colors. Preview

  2. Copy/paste snippet into your site HTML

  3. (Optional) Add custom HTML for contact info, booking forms, etc.

  4. (Optional) Add webhook integrations, test, and activate

Best Practices

  • Use clear CTAs

  • Always add a booking calendar link

  • Place widget on high-traffic pages

  • Test branding + lead flow before launch

Example Use Cases

  • Soft introduction to agency services via reports

  • Seamless lead → booking flow with calendar links

❓ White Label FAQs

Is there an extra cost for White Labeling my dashboard?

No, all PRO users can set up their Agency’s White Label dashboard at no extra cost.

What do I need to White Label my dashboard?

  1. A Search Atlas PRO subscription

  2. Access to the DNS Record to your domain

  3. Agency branding assets (Logo, Sign-in Logo, Sign-up Logo, Favicon)
    📌 Instructions: Agency Hub → Agency Settings

Why can’t I reach out to support using the Live Chat?

The Live Chat is disabled for White Labeled dashboards. To use it, log in at https://dashboard.searchatlas.com/

Will my clients have access to Search Atlas support?

No, all references to Search Atlas (including support) are removed. As the agency owner, you can still contact us.

What is the difference between a child account, a team member, and a referral?

  • Child account: A customer under your agency with their own White Labeled dashboard.

  • Team member: Shares your subscription’s dashboard and quotas.

  • Referral: A separate subscription billed by Search Atlas. You earn 30% recurring commission.

Is there a limit to the number of Agency Starter customers I can have?

No, you can invite as many customers as you need.

Will you charge my clients for me and give me a commission?

No, only referrals generate commissions. You set pricing for child accounts, and we add 70% of the plan’s listing price to your monthly invoice.

I am facing an SSL certificate error. What should I do?

You must install a valid SSL certificate for your subdomain. Without it, you may see browser warnings (can be bypassed).

Can I log in on Search Atlas domain after I White Labeled my account?

Yes, you can always log in via the regular Search Atlas domain.

How can I install SSL?

Go to your hosting provider’s Admin panel → SSL section → install SSL certificate for your subdomain.
📌 Guide: SSL Setup Video

Can child accounts see Pricing and Order Builder?

Yes, if they’re set as Admin. Otherwise, parent controls what they can view.

What is White-Labeling in Search Atlas and what are its limitations?

White-labeling replaces Search Atlas branding with your own. Limitations:

  • Backend still powered by Search Atlas

  • No built-in client training resources

  • Tools embedded in HighLevel/GHL are white-labeled, but backend remains Search Atlas

Are there ready-made white-labeled training resources for my clients?

No. Agencies can repurpose help center content or create their own resources.

How do I ensure reports and platforms are fully white-labeled for clients?

  1. Use your custom White Label login URL (e.g., https://seo.youragency.com/login)

  2. Configure and share reports through this login portal so your branding applies

What exactly happens when I White Label the Search Atlas dashboard?

All references to Search Atlas (logos, support, help center) are removed. Clients only see your agency’s brand.

Will my clients have access to Search Atlas support?

No, all references to Search Atlas (including support) are removed. As the agency owner, you can still contact us.

What is the difference between a child account, a team member, and a referral?

  • Child account: A customer under your agency with their own White Labeled dashboard.

  • Team member: Shares your subscription’s dashboard and quotas.

  • Referral: A separate subscription billed by Search Atlas. You earn 30% recurring commission.

Is there a limit to the number of Agency Starter customers I can have?

No, you can invite as many customers as you need.

Will you charge my clients for me and give me a commission?

No, only referrals generate commissions. You set pricing for child accounts, and we add 70% of the plan’s listing price to your monthly invoice.

I am facing an SSL certificate error. What should I do?

You must install a valid SSL certificate for your subdomain. Without it, you may see browser warnings (can be bypassed).

Can I log in on Search Atlas domain after I White Labeled my account?

Yes, you can always log in via the regular Search Atlas domain.

How can I install SSL?

Go to your hosting provider’s Admin panel → SSL section → install SSL certificate for your subdomain.
📌 Guide: SSL Setup Video

Can child accounts see Pricing and Order Builder?

What is White-Labeling in Search Atlas and what are its limitations?

White-labeling replaces Search Atlas branding with your own. Limitations:

  • Backend still powered by Search Atlas

  • No built-in client training resources

  • Tools embedded in HighLevel/GHL are white-labeled, but backend remains Search Atlas

Are there ready-made white-labeled training resources for my clients?

No. Agencies can repurpose help center content or create their own resources.


How do I ensure reports and platforms are fully white-labeled for clients?

What exactly happens when I White Label the Search Atlas dashboard?

All references to Search Atlas (logos, support, help center) are removed. Clients only see your agency’s brand.

How can I ensure clients only see their specific projects?

  1. Go to Agency Settings → Add user

  2. Link them only to the intended project

  3. Invite with their email
    Result: Clients only access their own project and d

❓ Site Analysis Widget FAQs

How do I add my agency’s branding to the widget?

Adjust text and colors in the widget configuration.

Can I track how many leads the widget captures?

Yes, lead count appears in the setup page.

Can I customize the analysis report?

Yes, by adding custom HTML at the top or bottom. Core analysis is standardized.

What if I don’t have a booking calendar?

Add your phone, email, or contact form via custom HTML.

Can I change OTTO’s name?

Yes, go to Agency Settings > Customer Settings.

How do I set up a webhook integration?

Integration Settings → Enter webhook URL → Test → Activate.

What kind of data is sent via webhooks?

Can I integrate with Zapier?

Yes, using Zapier’s webhook trigger.

White Labeling lets you deliver Search Atlas under your own brand, giving clients a seamless experience while you stay in full control.

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