🧭 Overview
Search Atlas uses a role-based access system to protect sensitive account data. Not all users have the same level of access — and certain information, such as billing details, is restricted to authorized users. Understanding these boundaries helps you manage your workspace securely and share the right level of access with the right people.
👤 Account Owner vs. Team Member: Key Differences
Every Search Atlas account has one account owner — the person who created the account and holds full administrative rights. Team members are additional users invited into the workspace, but their access is intentionally limited to protect sensitive data.
- Account Owner: Full access to billing information, subscription management, account settings, payment methods, and invoices.
- Team Members: Access to platform features such as tools, reports, and projects as configured by the account owner. Team members cannot view, request, or modify billing or subscription data.
This distinction exists to protect the security and financial integrity of every account. Support agents — both human and AI — will not share billing or account ownership information with users who cannot be verified as the account owner.
🔒 Information Restricted to Account Owners Only
The following data will only be discussed with or shared with a verified account owner:
- Billing details, invoices, and payment history
- Subscription plan changes, upgrades, or cancellations
- Payment method information
- Account ownership transfers
- Security settings and two-factor authentication configuration
If a team member contacts support requesting any of the above, they will be directed to have the account owner reach out directly.
✅ How Account Ownership Is Verified
Before any billing or sensitive account information is shared, our support team verifies account ownership. Verification typically requires the user to be logged in as the account owner and may include confirming account-specific details. This process is in place to prevent unauthorised access and protect all customers on the platform.
Important: If you believe a support interaction shared sensitive information without proper verification, please report it immediately so our team can investigate.
🏷️ The Correct Way to Give Clients Limited Access: White Label
If you are an agency or consultant and need to share Search Atlas access with a client or a team member in a controlled way, the White Label feature is the correct and secure method. White Label allows you to create a branded, restricted experience for clients without exposing your account settings, billing information, or other sensitive data.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.