🗺️ Overview
Search Atlas's white-label client portal lets you give each client a branded experience showing only the tools and data relevant to them. This article walks you through assigning a client to a specific project and limiting their portal view to selected features — such as Google Reviews and Reports.
⚙️ Before You Begin
Make sure you have completed the initial white-label setup. If you have not yet configured your brand identity, custom domain, or client management settings, navigate to More Features → Agency Hub (/agency-settings) and complete all steps in the setup wizard (Brand Identity → Domain & Login → Pricing & Fees → Client Management → Review & Launch) before proceeding.
🚀 Step 1: Open the Agency Whitelabel Area
- Log in to your Search Atlas account.
- In the header, click the apps-grid icon and select More Features.
- Select Agency Hub (/agency-settings). You will land on the Brand Identity tab by default.
👤 Step 2: Navigate to Client Management
- From the Agency Whitelabel section, click through to the Client Management tab (or select it directly if your wizard is already complete).
- Here you will see a list of all clients currently added to your white-label portal.
- To assign access to an existing client, locate them in the list and click their name or the corresponding edit action. To add a new client, follow the on-screen prompts to create a client profile first.
📁 Step 3: Assign the Client to a Project
- Inside the client's profile, find the Project or Website assignment field.
- Select the specific project you want this client to access. Each client should be mapped to the project that contains their website data.
- Save your changes before moving to the next step.
🔒 Step 4: Configure Portal Feature Visibility
Once the client is linked to a project, you can control which sections they see when they log in to the white-label portal. To limit the view to only Google Reviews and Reports:
- Within the client's settings, locate the Feature Access or Visible Sections controls.
- Disable all feature toggles except Google Reviews and Reports.
- Click Save (or Continue if you are still inside the setup wizard flow) to apply your changes.
The client will now only see the Google Reviews and Reports sections when they log in — all other platform areas will be hidden from their view.
📊 Step 5: Verify Reports Are Available for the Project
To make sure your client can view reports in their portal, confirm that at least one report has been created for their assigned project:
- In the left sidebar, click Reports.
- You will be taken to the Report Builder projects list (/report-builder/projects-list).
- Locate the client's project. If no report exists, click + Create to build one.
- Once a report is created, it will automatically appear inside the client's white-label portal under the Reports section.
✅ Step 6: Preview and Confirm the Client View
- Return to More Features → Agency Hub (/agency-settings).
- Use the Hide Preview toggle (or the preview panel if visible) to see how the portal looks from the client's perspective.
- Log in to the white-label portal using the client's credentials to do a final check that only Google Reviews and Reports are visible.
💡 Tips and Common Issues
- Client sees more than expected: Double-check that all unwanted feature toggles are disabled in the client's Feature Access settings and that changes were saved.
- Reports not showing: Ensure a report has been created and published for the client's specific project in the Report Builder.
- Portal showing generic onboarding: If the white-label wizard content appears missing, navigate back to More Features → Agency Hub (/agency-settings) and re-complete the wizard from Brand Identity through to Review & Launch.
- Multiple projects: Each client can only be assigned to one project at a time. If a client manages multiple websites, consider creating a separate client profile for each project.
💬 Need 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.