Overview
As a Search Atlas agency user, you can give clients access to their SEO data through your agency account. Because agency client portal and whitelabel setup requires backend configuration by our team — including account provisioning, domain mapping, and plan assignment — this cannot be completed independently through the platform UI. This article explains what information to have ready and what to expect when you contact support.
What This Process Involves
Depending on what you need, our team will configure one of the following for you:
- Shared dashboard access: Your client is invited to access data within your existing agency account under your agency branding.
- Whitelabel portal access: Your client accesses a separately branded environment hosted under your own domain, with your logo and brand colors, powered by Search Atlas in the background.
Both options require our support team to make backend changes to your account. There is no self-serve flow in the platform to complete either setup end-to-end.
What to Have Ready Before You Reach Out
Gathering the following details in advance will allow our team to complete your setup as quickly as possible:
- Your agency account email address
- Whether you need shared dashboard access or a whitelabel portal for your client
- Your client's email address (required for shared access)
- Your desired branded domain (required for whitelabel setup, e.g. reports.youragency.com)
- Any specific permissions or restrictions you want applied to the client account (e.g. read-only access, restricted to specific projects)
- A description of anything you have already attempted, including any error messages you encountered
What Happens After You Contact Support
Once you reach out with the details above, our team will:
- Confirm which setup type is available on your current plan
- Provision or configure the client account or whitelabel environment on the backend
- Confirm when the setup is complete and provide any login or access details your client will need
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.