📊 Client Dashboard Access and Progress Tracking

Camilo Aponte

Camilo Aponte

Last updated on Sep 30, 2026

Overview

Search Atlas allows you to give clients direct access to their project data through scoped dashboard sharing. This article explains how client-facing access works, how to restrict it to a single project, and how to use trend data to demonstrate SEO progress over time.

Setting Up Client Dashboard Access

To share dashboard access with a client scoped to a specific project, you can add them as a team member within your account. When a client is added with restricted permissions and assigned to a specific project, they will only see data relevant to their project — no other client data will be visible to them.

If you are unsure which role or permission level to assign, or if you are experiencing difficulty limiting a client's view to a single project, please have the following ready when you reach out to our team:

  • The project name(s) you want to share with the client
  • The client's email address
  • A description of the access issue or any error message you are seeing

Using White Label for a Branded Client Experience

Search Atlas offers a White Label feature that allows clients to see a dashboard under your own branding rather than Search Atlas branding. When configured, clients logging into the platform will see your branded interface. This is recommended for agency clients who need a consistent, professional experience.

If you need assistance confirming whether White Label is included in your plan or need help getting it configured, please have your account details ready when you contact our team.

Tracking SEO Progress Over Time

Search Atlas provides trend and comparison data within your project dashboard so you can demonstrate progress to clients across key SEO dimensions. You can monitor metrics such as keyword rankings, site health, backlink growth, and content performance over time.

If you are having trouble locating comparison or trend data within your project dashboard, please note which specific metrics or reports you are trying to access and have that information ready when you reach out.

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.