🔍 Overview
Search Atlas's White Label feature lets you give clients a branded experience inside the platform — without exposing your billing details, internal notes, or other account-owner information. This article explains how to set up client access correctly and why billing information should never be shared through a team member role.
⚠️ Why Billing Information Must Stay with the Account Owner
A common issue occurs when a team member is granted permissions that are too broad, allowing them to view billing and subscription details intended only for the account owner. To prevent this:
- Billing information is tied exclusively to the account owner login.
- Team members and White Label clients should be added through their own dedicated access pathways — not as account owners or admins with full permissions.
- Always review the permission level assigned to each team member before sending an invitation.
🛠️ How to Set Up White Label Client Access
Follow these steps to give a client access through the White Label feature without exposing sensitive account data:
- Log in to Search Atlas and navigate to More Features → Agency Hub (Agency Settings).
- Locate the White Label section in the Agency Settings menu.
- Enter your client's details, including their name and email address.
- Configure the branding options — upload your logo and set your brand colors so the client sees your agency's identity, not Search Atlas.
- Assign the client access only to the specific projects or reports they need. Do not grant admin-level permissions.
- Send the invitation. Your client will receive a branded login link scoped to their allowed content only.
👥 How to Manage Team Member Permissions
Team members are internal users — such as employees or contractors — who need access to work inside your account. Their permissions should be set carefully:
- Go to Account Settings and open the Team Members section.
- Click Invite Team Member and enter their email address.
- Select a permission level that matches their role. Avoid assigning Admin access unless the person genuinely needs full account control, including visibility into billing.
- For most team members, choose a limited or project-specific role that restricts access to billing, subscription details, and account ownership settings.
- Click Send Invite. The team member will receive an email to set up their login.
📊 Sharing Reports with Clients Safely
If your goal is simply to share SEO reports with a client rather than giving them a login, you can use the Report Builder instead:
- Navigate to Reports in the left sidebar (or go to /report-builder/projects-list).
- Open the relevant report (Executive Summary) and click Share & Export.
- Generate a shareable link that gives the client read-only access to that specific report — no login required.
- This method is ideal for clients who only need to review results, not interact with the platform.
✅ Best Practices for Access Management
- Account owner credentials should never be shared. Only one person should hold the owner login — the person responsible for billing and the subscription.
- Use White Label client access for external clients who need a branded platform experience.
- Use Team Member roles for internal staff, and always apply the least-privilege principle — grant only the access each person needs.
- Periodically audit your team member list and remove anyone who no longer needs access.
- If a client reports seeing billing information, review their permission level immediately and downgrade it to a restricted role.
💬 Need More Help?
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.