What This Article Covers
Agency Hub lets you create individual subaccounts for each client, assign them to specific projects, and control exactly what they can see and do inside Search Atlas. This article walks you through how to complete that setup.
Plan Eligibility
Agency Hub subaccount features are available on plans that include Agency Hub access. If you do not see Agency Hub in your dashboard, your current plan may not include it. To explore upgrade options, navigate to your account billing or plan settings.
How to Set Up Subaccounts and Client Access
Follow these steps to create and configure a client subaccount inside Agency Hub:
- Open Agency Hub: From your Search Atlas dashboard, click the apps-grid icon in the header, then select More Features → Agency Hub.
- Create a new subaccount: Inside Agency Hub, look for the option to add or create a new client subaccount. Enter the client's name and any required details to create the subaccount.
- Assign projects to the subaccount: Once the subaccount is created, select it and use the project assignment option to choose which projects or websites that client should have access to. Clients will only see the projects assigned to them.
- Configure access settings: Review the access or permissions settings within the subaccount to adjust what the client can view or do. Save your changes when complete.
- Invite the client: Use the invite option within the subaccount to send the client their login credentials or an invitation link so they can access their dedicated subaccount.
If You Run Into Issues
If Agency Hub is not visible in your dashboard, confirm that your plan includes Agency Hub access and check your billing or plan settings for upgrade options. If you encounter an unexpected error or a specific step does not behave as expected, please have the following ready when contacting support:
- Your account email and plan type.
- The name of the client or project you are trying to set up.
- A description of the specific step where you are stuck (for example: creating the subaccount, assigning a project, or adjusting access settings).
- Any error messages or unexpected behavior you have encountered, including approximate timestamps.
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.