Enterprise & Agency Plans

💳 Correct Duplicate Agency Subscriptions

🔎 Why duplicate subscriptions happen Duplicate subscriptions can appear when an Agency upgrade is completed from a different login, or when a second checkout creates another base subscription. In these cases, your account may still show a PRO Plan Subscription even though you paid for Agency. Your Agency access and billing must be connected to the correct account email. For example, if your Agency account should use nate@localsearchspotlight.com, signing in with another email may display the wrong plan. ✅ Check the account you are using 1. Sign out of Search Atlas. 2. Sign back in using the email address that should own the Agency subscription. 3. Open the area where your plan or subscription details are shown and confirm whether it displays Agency or PRO. 4. Check whether the expected Agency features and account access are available. If the account still shows PRO, do not purchase Agency again. A second checkout can create another subscription and make billing harder to correct. 🧾 Gather the details for review Before contacting support, note the following information: - The email address that should own the Agency account - Any other email addresses used during signup or checkout - The plan currently displayed in Search Atlas - The approximate date of the Agency purchase - Any duplicate charges or subscription records you can see 🛠️ Request account correction Use the live chat widget inside the platform and explain that your Agency subscription appears on the wrong account or that a duplicate subscription was created. Include the correct account email and the details listed above. Our team can review the subscription records, identify the valid Agency subscription, and determine whether the duplicate subscription or add-on needs to be canceled or corrected. Do not cancel a subscription yourself if you are unsure which record is connected to Agency access. 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. 📌 After the correction Sign in again with the confirmed account email and verify that the Agency plan is displayed. If you manage client accounts, also confirm that the Agency account can access the expected account-management features and that any included add-ons are not billed separately. If the plan still appears incorrect after the correction, return to the chat widget and reference the previous conversation so the team can continue the review.

⚙️ Correct Duplicate Agency Accounts

🔍 Why this happens An Agency subscription may appear as a PRO Plan when the purchase was completed under a different Search Atlas account. This can happen if you used another email address, created a second account during checkout, or signed in through a different login. Do not purchase the Agency plan again while investigating. A second checkout can create duplicate subscriptions or additional charges. ✅ Check the signed-in account 1. Confirm the email address associated with the account you are currently using. 2. Sign out and sign back in with the email used during the Agency purchase. 3. Check whether the Agency features and plan are available under that account. 4. If you manage multiple accounts, identify which account should be the primary Agency account. 🧾 Review the subscription Compare the account email, plan name, and billing details with your purchase confirmation or billing record. A PRO Plan shown in the platform usually means you are viewing a different account from the one that received the Agency subscription. Also check whether more than one account has an active or past-due subscription. Do not retry payment or start another upgrade until the account mismatch is resolved. 🛠️ Request account correction If the Agency subscription is attached to the wrong account, provide the following information through the platform chat: - The email address that should own the Agency subscription - The email address currently showing the PRO Plan, if different - The approximate purchase date - The plan or add-ons shown on each account - Any duplicate or unexpected billing details Our team can review the duplicate records, confirm the correct account, and determine whether the extra subscription or add-on should be canceled or corrected. Account changes may require verification before they are completed. 🚫 Avoid future duplicate subscriptions - Use one designated account for all Agency purchases and workspace activity. - Confirm the signed-in email before starting checkout. - Wait for the plan change to appear before attempting another purchase. - Do not create a new account to fix a plan that is missing from an existing account. 💬 Get help If the Agency plan is still missing, the wrong account is provisioned, or you see duplicate charges, 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.

🚀 Upgrading from Pro to Agency Plan

🤔 Is the Agency Plan Right for You? The Agency plan is designed for teams managing multiple clients, larger keyword volumes, and advanced reporting needs. Consider upgrading when you notice any of the following: - You are managing five or more client accounts and finding the Pro plan limits restrictive. - You need white-label reporting or dedicated client dashboards. - Your team requires higher monthly quotas for keywords, audits, or backlink data. - You want to consolidate client billing and access under a single workspace. If you are unsure whether the Agency plan fits your current workflow, a member of our team can walk you through a personalised comparison. 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. 💰 Pro vs. Agency: Understanding the Cost Difference A common concern is whether staying on Pro means overpaying compared to what Agency offers at scale. Here is a quick way to think about it: - Pro is cost-effective for individuals or small teams with a limited number of active clients. - Agency offers a lower per-client cost once you cross a certain threshold, making it more economical as your client roster grows. - If you are using add-ons (such as Google Ads integration) on top of Pro, those costs can add up quickly — Agency bundles more features natively. To get an accurate breakdown based on your actual usage, open the chat widget and type human teammate. Our team can pull your account data and show you a side-by-side cost comparison before you commit to anything. 🛒 How to Request a Sales Consultation We do not use a self-serve upgrade flow for Pro-to-Agency transitions — our team handles these personally to make sure your data, quotas, and client access transfer correctly. 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to connect with a team member instantly. 3. Let them know you are evaluating an upgrade from Pro to Agency and would like a sales walkthrough. 4. A team member will review your account, answer pricing questions, and guide you through the upgrade steps. ⚠️ Why Does My Subscription Show as Ended? If your subscription status shows as ended or cancelled and you did not request a cancellation, this is a known billing system issue that can occur during plan transitions. It does not necessarily mean your access has been removed, but it should be resolved promptly. Common causes include: - A backend plan switch that temporarily flags the old subscription as closed before the new one activates. - A payment processing delay during an upgrade that causes a status mismatch between our platform and the billing provider. - An incomplete upgrade where the new plan was not fully provisioned after payment was taken. Do not attempt to re-subscribe manually if you see this status — doing so could result in a duplicate charge or loss of existing discounts. Instead, open the chat widget and type human teammate so our team can investigate your account directly and correct the status without interrupting your access. 🏷️ Will My Current Discount Carry Over After Upgrading? This is an important question, and the honest answer is: not always automatically. There is a known issue where existing plan discounts are not always carried forward during an Agency upgrade, meaning some customers have been charged the full price unintentionally. To protect your discount: - Do not upgrade through a self-serve flow if you are currently on a discounted rate. - Contact our team before completing any upgrade so they can manually apply your discount to the new plan. - If you have already upgraded and noticed you are being charged the full price, reach out immediately — our team can issue a correction. ✅ What Happens to My Data and Add-Ons During the Upgrade? Your projects, keywords, audit history, and client data are preserved during a plan upgrade. However, there are a few things to be aware of: - Add-ons such as Google Ads integrations need to be reviewed during the upgrade — in some cases they may continue billing separately even after upgrading to Agency, which includes those features natively. - Quota top-ups purchased on your Pro plan may not carry over automatically. Our team will verify this during your upgrade consultation. - Access for connected team members and clients remains active throughout the process. 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.

🔄 How to Convert a Child Account to an Independent Customer Account

🧭 Overview If one of your clients was onboarded as a child account under your agency's Search Atlas subscription and they now want to manage their own account independently, the process involves transferring ownership and setting them up with their own direct billing. Because this change affects subscription structure and billing relationships, it requires assistance from the Search Atlas support team to complete safely. This article walks you through what to prepare and how to initiate the process so the transition is smooth for both your agency and your client. 📋 What Happens During the Conversion When a child account is converted to an independent account, the following changes take place: - The client's account is detached from your agency's parent account. - The client takes on direct billing responsibility with their own Search Atlas subscription. - The agency loses administrative access to that client's account unless explicitly re-invited. - All existing data, projects, and settings within the client's account are preserved during the transition. - The client will need a valid payment method added to their account before the conversion is finalized. ✅ Before You Start: What to Prepare To avoid delays, gather the following information before contacting support: - The client's account email address — the email used to log in to their child account on Search Atlas. - Your agency account email address — so the support team can locate the parent-child relationship. - Confirmation from the client — ensure your client is aware of and agrees to the transfer, including that they will be responsible for their own subscription and billing going forward. - Desired plan for the client — if known, have the plan name or tier ready so the support team can set up billing accordingly. 🪜 Steps to Initiate the Conversion 1. Notify your client of the upcoming change and confirm they are ready to manage their own subscription and billing. 2. Ask your client to add a payment method to their account by navigating to the top-right corner (avatar) → Billing → Plans & Top-ups tab and selecting Add Payment Method. This step ensures billing can be activated immediately once the account is detached. 3. Contact the Search Atlas support team via the live chat widget (see the support section below) and provide the client's account email, your agency account email, and any plan preferences. 4. The support team will detach the child account from your agency's parent account and configure direct billing for the client. 5. Once the conversion is complete, confirm with your client that they can log in, access all their data, and that billing is active on their end. ⚠️ Important Considerations - Data is preserved: All projects, reports, keywords, and settings within the child account remain intact after the conversion. Nothing is deleted during the process. - Agency access is removed: Once the account is detached, your agency will no longer have admin access to the client's account. If you need ongoing access (for example, to continue providing services), the client must re-invite you as a team member from their account via the top-right corner (avatar) → Team Members. - Billing timing matters: The support team will coordinate the detachment to minimize any billing overlap or gaps. Let the support team know if there are any specific timing requirements. - The client becomes the account owner: After conversion, the client is fully responsible for their subscription, renewals, and any usage-based charges. 🙋 Need Help with This Process? 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. Additional Notes You must be the Agency Owner to perform this action. Sub-users and team members do not have permission to detach child accounts. Also: ensure there are no unpaid balances on the child account before initiating the transfer. The candidate also provides self-serve UI steps (avatar > Team Members > Child Accounts > Detach Account > Confirm Detach).

🏢 Setting Up Subaccounts and Client Access via Agency Hub

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: 1. Open Agency Hub: From your Search Atlas dashboard, click the apps-grid icon in the header, then select More Features → Agency Hub. 2. 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. 3. 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. 4. 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. 5. 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.

🔧 Fix Unauthorized Agency and Client Account Linking

🔍 Overview In some cases, a personal Search Atlas account and a client's account may appear linked without your explicit authorization. This is a known issue that requires backend investigation and correction by our support team. This article explains what may be happening, what to expect, and what information to have ready when you contact us. ⚠️ What May Be Causing This - Shared login credentials: If the same email address was used to create both a personal account and a client account, the platform may associate them in unexpected ways. - Accidental agency invitation: A client may have been added to your agency workspace unintentionally during onboarding or setup. - Misconfigured whitelabel settings: Incorrect agency or whitelabel configuration can sometimes cause client-facing dashboards to inherit unintended access levels. - Session or credential overlap: Using overlapping credentials across accounts can result in conflicting access states. ⚠️ What to Expect Unauthorized account linking between agency and client dashboards is a bug-category issue. There is no self-serve option to safely unlink accounts on your own — our team needs to investigate the account association on the backend and apply the correct fix to avoid unintended data exposure or access disruption. 📋 What to Have Ready When You Contact Support - The email address associated with your agency (owner) account - The email address associated with the client account that appears incorrectly linked - A description of what you are seeing — for example, whether the client can view your agency data, or whether your agency dashboard shows the client's data - Approximately when you first noticed the unauthorized linking - Any recent changes made to agency settings, invitations sent, or new accounts created around that time 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.