Reseller Billing & Client Management

🏢 Managing Multiple Client Accounts in Search Atlas

🗂️ Overview: How Multi-Client Management Works Search Atlas is built for agencies and professionals managing multiple clients. Rather than connecting all client properties under one undifferentiated account, Search Atlas uses separate company profiles — each representing an individual client. Google integrations (GSC, GA4, and GBP) are connected at the company profile level, so data stays organized and isolated per client. This is an important distinction: you may use a single Google account that has access to all your clients' properties, but you still need to assign each property to the correct company profile inside Search Atlas. 🏗️ Step 1: Understand the Company Profile Structure Every client you manage lives inside its own company profile in Search Atlas. Think of each company profile as a dedicated workspace for one client. All tools, reports, and Google integrations tied to that client are scoped to their profile. - One main Search Atlas account can hold multiple company profiles. - Each company profile has its own Google integration settings. - Switching between clients means switching between company profiles — not switching Google accounts. 🔍 Step 2: Locate the Company Selector in the UI The company selector is accessible from the platform's navigation area and displays the name of the company profile you are currently viewing. 1. Log in to Search Atlas. 2. Locate the company selector — it shows the active company name and can be clicked to reveal all company profiles you manage. 3. Select the client company you want to work with. The platform will reload to show that client's data and settings. All sections of the platform will reflect the selected company profile once you switch. ➕ Step 3: Create a Company Profile for a New Client Before connecting Google integrations for a new client, you must create a company profile for them. 1. Open the company selector. 2. Choose the option to add or create a new company profile. 3. Enter the client's business name and any relevant details. 4. Save the profile. The platform will switch you into the new company's workspace. 🔗 Step 4: Connect GSC, GA4, and GBP to the Correct Company Profile Google integrations must be connected individually for each company profile. Here is how to do it correctly when managing multiple clients. 1. Use the company selector to switch into the specific client's company profile. 2. Navigate to Avatar → Settings → Integrations. 3. Connect the relevant Google property (GSC, GA4, or GBP) for that client. 4. Repeat this process for each company profile — each client's integrations must be set up separately. 🔌 WordPress Plugin Installation Search Atlas also supports a WordPress plugin that can be installed on client sites. If you need to connect a client's WordPress site as part of your Search Atlas setup, you will need to install and configure the plugin on each relevant WordPress installation. For specific guidance on plugin installation steps, please reach out to our support team directly. ⚠️ Common Mistakes to Avoid - Connecting a Google property to the wrong company profile — always verify the active company before connecting integrations. - Assuming integrations carry over when you create a new company profile — each profile requires its own integration setup. 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.

📊 Share Client Dashboards and Assign Viewer Access

📋 Overview Search Atlas gives you two main ways to share project data with clients: invite them as a Viewer so they can log in and explore dashboards themselves, or export and send a report for a one-time or periodic update. This article explains both options so you can choose the right approach for each client relationship. 👤 Option 1 — Add a Client as a Viewer Assigning a client the Viewer role is the best choice when you want them to have ongoing, real-time access to their project data without being able to edit settings or campaigns. 1. Log in to Search Atlas and open the relevant client project. 2. Click your account avatar or the Settings icon in the top-right corner of the platform. 3. Navigate to Team & Permissions (sometimes listed as Users depending on your plan). 4. Click Invite User and enter the client's email address. 5. Set their role to Viewer from the role dropdown. Viewers can see dashboards and reports but cannot modify any data or settings. 6. Click Send Invitation. Your client will receive an email prompting them to create or log in to their Search Atlas account. Note: The client will only see the project you invited them to — they will not have access to your other clients' projects. 📤 Option 2 — Export and Share a Report Exporting a report is ideal for clients who prefer a polished PDF or for one-off progress updates rather than ongoing portal access. 1. In the left sidebar, go to Reports → Report Builder (Report Builder) (URL: /report-builder/projects-list). 2. Select the project and open the report you want to share, or click Create Report to build a new one. 3. Customise the report by adding your agency branding, selecting the metrics sections relevant to your client, and setting the date range. 4. When ready, click Download .CSV to export the report. 5. Download the file and share it with your client via your usual communication channel. You can also schedule automated report delivery so clients receive updates by email on a weekly or monthly cadence — go to Reports → Report Builder → Automated email reports tab (Report Builder). 🔄 Which Option Should You Choose? - Viewer login access — best for clients who want live data, like to check rankings themselves, or are closely involved in their SEO campaign. - Exported reports — best for clients who prefer simple, summarised updates or who are not comfortable navigating a platform. - Both together — you can give a client Viewer access and schedule automated reports. This is a great way to keep them informed passively while still giving them the option to log in. 🔒 What Can a Viewer See and Do? - Can view: project dashboards, keyword rankings, backlink data, traffic analytics, and any reports shared within the project. - Cannot do: edit campaigns, change settings, add or remove users, access billing, or view other client projects on your account. If a client needs more than read-only access — for example, to update target keywords — consider assigning them a higher permission role and reviewing your plan's user limits first. 💡 Tips for a Smooth Client Experience - Before sending an invitation, make sure the project name is clearly labelled with the client's brand — it's the first thing they will see after logging in. - Send your client a brief orientation note alongside the invitation link explaining what they can access and who to contact with questions. - Use the white-label report settings in the Report Builder to replace Search Atlas branding with your agency logo before exporting or scheduling reports. - Regularly audit your team and viewer list under Team & Permissions to remove access for clients you are no longer working with. 🛠️ Troubleshooting Common Issues - Client didn't receive the invitation email: Ask them to check their spam or promotions folder. You can also resend the invitation from the Team & Permissions screen. - Client can see other projects: Verify the invitation was sent at the project level, not the account level. Remove and re-invite if needed. - Export button is greyed out: Ensure your report has at least one data section added. A blank report template cannot be exported. - Viewer role not available: Some plans restrict the number of users or available roles. Check your current plan limits under account settings. 💬 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.

🔑 Reseller Account Access & Permissions Troubleshooting

🧭 Overview If your Search Atlas account was purchased through a reseller — such as Digivox or any platform built on GoHighLevel (GHL) — your account access and permissions are managed differently from a direct Search Atlas subscription. This article explains how reseller accounts work, what you can do on your own, and exactly where to go for help based on how your account was set up. 🏗️ How Reseller Accounts Work When a Search Atlas account is sold through a third-party reseller or a GHL-powered agency platform, the reseller acts as the account owner. This means: - The reseller controls your account's initial setup, seat allocation, and feature access. - Search Atlas does not manage the commercial relationship between you and your reseller. - Some settings and permissions may be locked at the reseller level and cannot be changed from inside the platform without reseller involvement. Because of this structure, the right support channel depends entirely on who manages your account — your reseller or Search Atlas directly. 🔍 Identify Who Manages Your Account Before reaching out for help, confirm how your account was provisioned. Ask yourself: - Did you purchase or receive access through an agency, partner, or platform other than SearchAtlas.com directly? - Did you receive a login link or credentials from a company such as Digivox, or through a white-labeled GHL portal? - Does your login URL or dashboard look different from the standard Search Atlas interface? If you answered yes to any of the above, your account is almost certainly reseller-managed. Continue to the section below that matches your situation. 🤝 GHL and Digivox Reseller Accounts If your account was purchased through Digivox or any other GoHighLevel (GHL)-based reseller, GHL is your primary support channel for account access issues. Search Atlas support agents do not have the ability to modify account ownership, reset credentials, or change permissions for accounts provisioned through a GHL reseller. For these accounts, you should: 1. Contact your reseller (e.g., Digivox) directly through the support channel they provided when you purchased the account. 2. Request that they verify your user permissions, resend your login credentials, or grant the specific access level you need. 3. If your reseller is unresponsive, escalate within the GHL platform using GHL's own support resources. Common issues your reseller can resolve on your behalf include: - Login credentials not working or never received - Account showing as inactive or suspended - Unable to access specific features or tools - Need to add or remove team members - Billing or subscription questions related to your purchase 🛠️ Managing Team Member Access Yourself If you already have access to the Search Atlas platform and simply need to adjust permissions for yourself or a colleague, you may be able to do this directly — depending on the role your reseller has assigned to you. To check or update team member access: 1. Click your avatar in the top-right corner of the platform. 2. Select Team Members (Settings) from the dropdown menu. 3. Review the listed users and their assigned roles. 4. If you have admin-level access, you can invite new members or adjust existing permissions from this page. If the Team Members option is greyed out, unavailable, or you receive a permissions error, your account role does not include admin rights. You will need to contact your reseller to have your role elevated. 📋 Support Channel Quick Reference Use the table below to identify the correct support path for your situation: - Account purchased through GHL reseller (e.g., Digivox): Contact your reseller directly via their support channel. - Cannot log in, no credentials received: Contact your reseller — they control credential provisioning. - Account active but missing features or locked settings: Contact your reseller to review your plan and permissions. - Account purchased directly on SearchAtlas.com: Contact Search Atlas support via the chat widget in the platform. - Technical bug or platform error on an active direct account: Contact Search Atlas support via the chat widget in the platform. ⚠️ What Search Atlas Support Cannot Do for Reseller Accounts To set clear expectations, Search Atlas support agents are unable to perform the following actions on accounts provisioned through a third-party reseller: - Reset or issue login credentials - Change your subscription tier or unlock features - Transfer account ownership - Override permissions set by your reseller - Process billing refunds or adjustments for reseller-purchased plans These actions must be handled by the reseller who owns and manages your account. 💬 Still Need Help? If you have confirmed your account was purchased directly through Search Atlas and you are still experiencing access or permissions issues, our team is ready to assist. 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.

🔐 Share Client Access Without Exposing Other Projects

🧭 Overview If you want a client to log in and see only their own project — not your other clients' work — the answer is white-label child accounts. However, child accounts are blank slates. No projects, data, or settings carry over from your parent account. Before you set one up, read this article in full so you and your client know exactly what to expect. ⚠️ What Child Accounts Do Not Include This is the most important section. A white-label child account does not: - Inherit any projects from your parent account - Import keyword rankings, backlink data, or reports you have already built - Carry over Google Search Console (GSC) or Google Business Profile (GBP) connections - Copy account-level settings, templates, or configurations - Support project migration — there is currently no way to move an existing project from a parent account into a child account Think of a child account as a brand-new Search Atlas account that happens to display your agency's branding. The client starts from zero. ✅ What Child Accounts Do Provide - A fully isolated login — the client sees only their own workspace - Your agency's white-label branding (logo, colours, domain) applied throughout - Access to Search Atlas tools based on the seat or plan you assign - Complete separation from your other clients' projects and data 🛠️ How to Create a White-Label Child Account 1. In the header, click the apps-grid icon → More Features. 2. Select Agency Hub (Agency Hub / Set up your Agency's White Label). You will land on the /agency-settings page. 3. Click White Label Setup and complete your agency branding if you have not done so already. 4. Use the Settings option to add a new child account and enter your client's details. 5. Send the client their login credentials. They will access a branded portal that shows only their workspace. 📋 What Your Client Must Do After Logging In Because child accounts are blank, your client (or you, on their behalf) will need to complete the following steps inside the new account: 1. Create their project. Add the site URL and configure project settings from scratch. 2. Reconnect Google Search Console. The child account has no access to GSC properties linked in your parent account. The client must authorise the connection using their own Google credentials. 3. Reconnect Google Business Profile if local SEO features are needed. 4. Rebuild any reports. Go to Reports (left sidebar → Reports) and use + Create to set up new report templates. Existing reports from your parent account are not transferable. 5. Re-enter historical context. Any keyword lists, content briefs, or campaign history that existed in your parent account must be recreated manually. 🔄 Can I Migrate an Existing Project Instead? Currently, project migration between accounts is not supported. You cannot transfer a project — or its associated data — from your parent account to a child account. If a client needs their historical data preserved in their own account, you will need to export what you can (for example, download CSV reports via Reports → Refresh data → Download .CSV) and use those files as a reference when rebuilding the project in the child account. 🤔 Is a Child Account Right for This Client? Use the checklist below to decide before you proceed: - Use a child account if: The client needs their own isolated login, you are onboarding a new project, and starting fresh is acceptable. - Reconsider if: The client has months of ranking history inside your parent account that they need to retain in a live, connected state — migration is not possible and rebuilding will take time. - Alternative for read-only sharing: If you simply want a client to review reports without full account access, consider sharing scheduled report exports via Reports → Report Builder (Automated email reports tab) while keeping the project in your parent account. 💬 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.

🏢 Managing Client Access Without Using User Seats

🔍 Overview If you are running an agency with multiple client sites but only a limited number of user seats, you do not need to give every client a user seat to let them view their own project data. Search Atlas separates user seats (for your internal team members) from client project access (for external clients who only need to see their own reports). This means you can serve an unlimited number of clients without upgrading your seat count. 👥 Understanding the Two Access Models Before taking any action, it helps to understand the difference between the two access types available in Search Atlas. - User seats are for people inside your agency — team members who need to log in, edit campaigns, manage settings, and work across multiple client projects. Every internal user consumes one seat from your plan. - Client project access is for external clients who only need to view the data for their own project. Clients can be given visibility into their own project data without being added as a user, meaning they do not consume any of your plan's seat allocation. 📊 How to Share Project Data With Clients Search Atlas supports a way to give clients visibility into their project performance without assigning them a user seat. To find out exactly how client-facing access is configured for your account and plan, please reach out to our team — they can confirm the current sharing options available to you and walk you through the correct steps for your setup. When you contact support, have the following information ready: - The name of the client project(s) you want to share - Whether you need the client to have view-only access or any level of editing access - Your current plan and how many user seats you have remaining ⚙️ When Should You Use User Seats Instead? Reserve your user seats for people who need hands-on access to the platform itself. Typical examples include: - SEO managers or account managers on your internal team - Contractors or freelancers who actively build and manage campaigns - A client who specifically needs to log in and edit their own campaign settings — this is the exception, not the standard client access model If a client only needs to review rankings, traffic, or other reporting metrics, client project access is the appropriate solution and keeps your seat allocation free for your team. ❌ What Not to Do Do not add clients as regular users on your plan simply to give them read-only visibility into their own project. Doing so consumes a user seat unnecessarily and can push your account toward its seat limit, potentially requiring a plan upgrade before it is needed. 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.