📖 Features & How-To

🎨 White-Label the SearchAtlas WordPress Plugin (v2.5.0)

🏷️ Agency White-Label Dashboard Training

🌟 Introduction This session covers how agencies can: - White-label the SearchAtlas dashboard under their own brand. - Configure client access, pricing, and quotas. - Use lead-gen tools like the Site Analysis Capture Widget. - Explore extra options like the Affiliate Program & community support. 📝 Agenda 1️⃣ What is White-Labeling? 2️⃣ How to configure your agency dashboard URL & branding. 3️⃣ Customer settings & pricing models. 4️⃣ Managing clients & plans. 5️⃣ Using the Site Analysis Lead Capture Widget. 6️⃣ Affiliate Program & SEO Theory community. 7️⃣ Final Q&A. 🏷️ White-Label Setup 🔧 Steps to Configure - Must be on Pro Plan. - Billing note: White-label access carries a separate subscription fee that is automatically created as a dedicated line item on your Stripe invoice, distinct from the base Pro plan charge. New white-label customers on the new billing system will see this item appear on their next invoice. - Define dashboard URL → e.g. dashboard.yourdomain.com. - Upload company logo + branding. - Add DNS A-record pointing to the provided IP (may take up to 48 hours). - IP Address: 35.243.150.225 (confirm the current IP with Search Atlas support before publishing DNS, as infrastructure values can change). - ⚠️ Safety-critical: OTTO scripts route through your white-label domain. If the WL domain is configured but DNS does not point to the correct Search Atlas IP — or has not fully propagated — OTTO scripts on all associated client sites will fail with an OTTO script unreachable error. Verify resolution and propagation before going live. - Submit your activation request from the White-Label settings page inside your SearchAtlas dashboard (or open a support ticket if you cannot locate it). After DNS propagation, activation typically completes within 24–48 hours → Your white-label dashboard is live. 🎨 Custom Branding Includes - Favicon, sign-in & sign-up screens. - Replacing all SearchAtlas logos with your agency brand. 📌 Known limitation: Website Builder CDN image URLs currently still display the searchatlas.com domain and do not yet reflect your white-label domain. This is on the product roadmap — contact support for status updates. 👥 Customer Settings ⚙️ Options - Enable/disable client emails & order pages. - Adjust client pricing: - You pay 70% of standard SearchAtlas prices. - Base example: Starter plan → You set $120 → You're charged $69 → $51 gross margin before consumption costs. - Worked example with consumption: if a typical client uses ~$20 of Hyperdrive Credits and ~$10 of OTTO project capacity each month, your true margin on that $120 resale is closer to $51 − $30 = $21. Audit average client consumption over 1–2 months before locking in resale prices. - Include extra services or credits in your pricing to cover costs. 💳 Quotas & Credits - OTTO Projects = on-platform optimizations. In plain terms, these are automated SEO fixes (meta tags, schema, internal links, etc.) applied directly to a client's website through the OTTO script. Each connected site consumes one OTTO project slot. - Hyperdrive Credits = external executions. These cover off-platform deliverables like backlinks and citations that Search Atlas fulfills on the client's behalf; each task consumes a defined number of credits. - See the dedicated OTTO and Hyperdrive KB articles for full details on how each is consumed. - Agencies should pass these costs into client pricing. - Check quotas in Avatar (top-right) → Billing → Plans & Top-ups. 👥 Managing Clients - Add new clients → Invite by email. - Assign plans: Starter, Growth, Pro, or Agency Starter (free). - Use Agency Starter for small clients where you handle SEO directly. - Bigger, SEO-savvy clients → Assign paid plans. 🕵️ Site Analysis Lead Capture Widget - Embed widget on your site (homepage/services page). - Visitors enter domain → basic SEO snapshot generated. - Capture lead details (domain, email, phone, company, timestamp). - Customize widget branding & text. - Supports webhook integrations. ✅ Use it as a lead-gen funnel + conversation starter for pitching services. 🤝 Affiliate Program - Instead of client reselling, refer users directly to SearchAtlas. - Earn 30% recurring commission for customer lifetime. 🌐 SEO Theory Community - Private Facebook group for agencies. - Peer-to-peer Q&A, sharing strategies, and agency best practices. - Great place for real-world implementation advice beyond training. 🛠️ Common Pitfalls & Troubleshooting - WL domain configured but DNS not pointing to Search Atlas IPs: OTTO scripts on every client site connected through your white-label domain will silently fail with an OTTO script unreachable error. - How to verify OTTO reachability after WL setup: confirm your WL domain resolves to the Search Atlas IP (currently 35.243.150.225), then load a client site that has the OTTO script installed and confirm the script loads without errors in the browser console. - Remediation: correct the DNS A-record and wait for propagation, or — if you need an immediate fix — remove the white-label domain configuration so OTTO falls back to the default dashboard.searchatlas.com routing while you re-do DNS. ⚠️ Key Notes - Once white-labeled, you'll have two dashboards: - Default dashboard.searchatlas.com. - Agency-branded dashboard.yourdomain.com. - Always use your agency dashboard for: - Client-facing reports. - Sharing logins. - Clients do not see SearchAtlas chat support — they contact you. 💡 Best Practices - 💰 Adjust client pricing to cover hyperdrive costs. - 🖥️ Always deliver reports via agency-branded dashboard. - 📈 Use the capture widget to generate warm leads. - 🔄 Choose between reselling (white-label plans) or referring (affiliate). 👉 Watch the full session to see step-by-step setup and Q&A about credits, pricing, and embedding the capture widget.

🚀 Pro & Agency Plans: Advanced Features, White Label, and Scale Limits

The Pro and Agency plans are built for teams that have moved beyond basic execution and need Search Atlas to function as a true operating system for growth. Both plans unlock the platform’s most advanced capabilities, including large-scale automation, deep visibility across search and LLM ecosystems, authority building at volume, and client-ready infrastructure. While most tools are available on both plans, certain limits — such as LLM site count, OTTO site count, and Site Metrics quota — represent hard feature gates that require an Agency upgrade, in addition to differences in how far you can scale execution, reporting, and operational throughput. This article documents every feature, limit, and quota included in the Pro and Agency plans, exactly as shown on the Search Atlas pricing page. Each section explains what those limits enable in practice, so advanced teams and agencies can evaluate capacity, white-label readiness, and long-term scalability with clarity. If you’re managing multiple clients, large websites, or high-volume SEO operations, this guide is designed to help you choose the right plan, and understand when it’s time to move up. 🔵 Pro — $399 / month (BEST VALUE) 🧩 Perfect for High-volume agencies and advanced SEO teams ready to scale fast. 📝 Plan description Everything in Growth, plus all LLM models, enhanced Authority Building with more HDC, and white label capabilities. 🔔 Trial Start for Free - 7 Day Trial 🧠 Exclusive Search Atlas Features Pro includes the full core platform feature set and scales up OTTO SEO execution and keyword capacity. Feature Pro Atlas Brain ✅ Website Studio ✅ Google Instant Indexing ✅ Bing Instant Indexing ✅ Cloud Stacks ✅ OTTO SEO Projects 4 Target Keywords 600 🏗️ Workspace Pro supports team collaboration with expanded seats for multi-user execution. Feature Pro User Seats 5 📊 Site Metrics Pro expands the number of projects you can track across Site Explorer and Google Search Console, while maintaining unlimited GSC top keywords/pages and historical data. Feature Pro Site Explorer Projects 100 Google Search Console Projects 100 Google Search Console: Top Keywords Unlimited Google Search Console: Top Pages Unlimited Google Search Console: Historical Data Limit Unlimited Site Explorer Reports 500 🤖 OTTO SEO Pro increases both project capacity and AI credits for automation. Feature Pro OTTO SEO Projects 4 AI Quota 2,000 credits (Top up available) ✍️ AI Content Suite Pro enables larger-scale production across content planning, auditing, publishing, and refinement tools. Feature Pro Pages 200 AI Article Credits 90 Content Plans 200 CA - Standard AI 99,999 On-Page Audits 200 Target Keywords 600 Universal CMS Publishing ✅ 1-Click Publishing ✅ Topical Maps ✅ Content Planner ✅ Content Genius ✅ Domain Knowledge Network ✅ Scheduler

🏢 Agency Hub: Your White-Label Control Center in Search Atlas

The Agency Hub is where Search Atlas transforms from a powerful SEO platform into your agency's branded growth engine. If you run SEO for clients, sell audits, or want to operate under your own domain and identity, the Agency Hub is your operational command center. It allows you to: - Launch a white-label SEO dashboard - Capture inbound leads with a branded widget - Manage pricing visibility - Generate affiliate revenue - Access agency-exclusive community resources Everything from one unified control panel. 🔎 How to Access the Agency Hub While logged into your Search Atlas dashboard, look at the top-right corner of the dashboard header and locate the grid ("More features") icon, in the same group of icons as the Atlas Agent button and the credits display. Click the grid icon. In the dropdown panel that appears under More Features, click Agency Hub (Set up your Agency's White Label). You'll be redirected to Agency Hub. 🟢 Tab 1: Activate Set Up Your White-Label SEO Platform. This is where you configure your branded dashboard. Step 1 — Provide a Custom URL and Logo. You'll enter a Whitelabel Dashboard URL (for example, dashboard.youragency.com) and upload your agency logo and branding assets. This URL becomes the login portal your clients use to access reports. Step 2 — Add a DNS Record. You'll see the required DNS configuration: a CNAME record pointing to whitelabel.dns.searchatlas.com, with the subdomain matching the URL you entered above. DNS propagation can take up to 48 hours. Once configured, your clients access Search Atlas through your branded domain, not searchatlas.com — this is what makes it truly white-label. ⚙️ Tab 2: Settings Control What Your Clients See. This tab governs brand presentation and visibility settings. Under Agency Settings → White Label Setup (Logo), you can configure Upload Agency Logo, Brand Colors, Favicon, AI Assistant Branding, and view a Live Preview. Under Customer Settings, you can toggle whether to send emails to your customers, show the Orders page, and show the Pricing page to your clients. If pricing is enabled, you can configure Starter, Growth, Pro, and Agency plans. All customer payments are processed by the agency, giving you full commercial control over your client relationships. 📊 Tab 3: Site Analysis Lead Capture Widget Turn Your Website Into a Lead Engine. This tab lets you install a branded SEO audit widget on your website. You can customize placeholder text, button text, background color, and font color, with a live preview to test it instantly. If your white-label domain isn't configured, the widget temporarily uses the default Search Atlas domain. Click Copy Snippet to Clipboard, then paste the HTML snippet into your website (common placements include the homepage hero section, a landing page, or an SEO services page). Captured leads appear in the Leads Captured table at the bottom of this page. You can also add custom HTML to the top or bottom of the report for branding banners, disclaimers, or calls to action, and connect webhooks under Integrations to send captured leads directly into your CRM or automation stack. 💰 Tab 4: Affiliate Link Generate Recurring Revenue. Search Atlas offers a 30% recurring commission for active accounts you refer. In this section, you'll find your unique affiliate registration link and direct access to the referral dashboard. This is separate from your white-label business but can compound your revenue streams. 🌐 Tab 5: Join SEOTheory Community Private Growth Community for Agencies. This tab grants access to an exclusive community designed for agency owners, with early access to beta tools, direct Q&A with the product and SEO teams, case studies, and growth strategies from other agencies. Access is invite-only. 🚀 Why the Agency Hub Matters The Agency Hub is not just a configuration panel — it's the infrastructure layer that lets you operate under your own brand, capture inbound SEO leads, monetize audits, control pricing visibility, scale client reporting, and build recurring revenue. When properly configured, the Agency Hub turns your agency from a service provider into a scalable platform. Your clients see your domain, your brand owns the experience, your pricing controls the revenue, your widget captures the pipeline — Search Atlas powers the engine, but the Agency Hub makes it yours. 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 Create and Verify a CNAME Record for Search Atlas White Label

When setting up Search Atlas White Label, you are required to create a CNAME record in your domain’s DNS settings. This step connects your custom subdomain (for example, seo.yourdomain.com) to Search Atlas so the platform can load correctly under your brand. If the CNAME is missing, incorrect, or not fully propagated, verification may fail, and the “Verify Domain” button will stay disabled until a subdomain value is entered and the record resolves correctly. 🧠 What Is a CNAME Record? A CNAME (Canonical Name) record is a DNS setting that makes one domain act as an alias of another domain. In simple terms, a CNAME tells the internet: “When someone visits this subdomain, send them to that service instead.” Instead of pointing to an IP address, a CNAME always points to another domain name. Example: seo.yourdomain.com points to whitelabel.dns.searchatlas.com. When someone visits seo.yourdomain.com, DNS forwards the request to Search Atlas behind the scenes. 🎯 Why Search Atlas Requires a CNAME Search Atlas uses a CNAME for White Label setups because it allows your platform to load under your own branded subdomain, it avoids exposing Search Atlas system domains to your clients, and it lets Search Atlas manage infrastructure changes without you updating IPs. This is a standard and widely used approach for SaaS white-label solutions. 📍 Official CNAME Target Used by Search Atlas For White Label configuration, Search Atlas provides the following CNAME destination: whitelabel.dns.searchatlas.com. Your DNS record must point your chosen subdomain to this exact value. 🛠️ Step-by-Step: How to Create the CNAME Record 1. Open your DNS settings. Log in to the platform where your domain’s DNS is managed, this could be your domain registrar or a DNS provider like Cloudflare. Look for DNS, Manage DNS, or DNS Records. 2. Add a new DNS record. Click Add record or Add DNS record, then create a new record with these values: Type = CNAME, Name/Host = your subdomain (e.g. seo), Target/Value = whitelabel.dns.searchatlas.com, TTL = Auto or Default. The example result is seo.yourdomain.com pointing to whitelabel.dns.searchatlas.com. 3. Make sure the subdomain is exclusive. The subdomain you use must not be used by any other service, it should be dedicated only to Search Atlas White Label. If another record already exists for that subdomain, remove it before adding the CNAME. 4. Save changes and wait for DNS propagation. Once saved, DNS updates may take time to propagate, commonly 1 to 5 minutes with Cloudflare, or up to 24 to 48 hours with other providers. During this period, verification may not complete immediately, this is expected behavior. ✅ How to Verify Your CNAME You can confirm your CNAME is working using a DNS lookup tool to check that seo.yourdomain.com resolves to whitelabel.dns.searchatlas.com, or by opening your subdomain in a browser, if DNS is active, it should no longer behave like an unconfigured domain. ⚠️ Common Errors and How to Fix Them If the “Verify Domain” button stays disabled or verification fails, this usually means the CNAME record does not exist yet, the target value is incorrect, DNS propagation is still in progress, or the subdomain is being used by another service. To fix it, confirm the target is exactly whitelabel.dns.searchatlas.com, make sure there is only one record for that subdomain, and wait up to 48 hours before trying verification again. 🧠 Important Things to Know - A CNAME always points to a domain, never to an IP - A CNAME is usually used for subdomains, not the root domain - DNS propagation delays are expected and normal - No additional configuration is needed once the CNAME is correct 🧩 Quick Summary 1. Search Atlas White Label requires a CNAME record 2. Your subdomain must point to whitelabel.dns.searchatlas.com 3. The subdomain must be exclusive 4. DNS changes can take time to propagate 5. Once active, verification should complete successfully Setting up a CNAME record is a standard and reliable way to connect your branded subdomain with Search Atlas White Label. Once the record is correctly configured and DNS propagation has completed, your platform will load seamlessly under your own domain, without exposing Search Atlas system URLs. If verification doesn’t complete immediately, don’t worry, DNS changes can take time to propagate. Double-check the record details, ensure the subdomain is exclusive, and try again after propagation finishes. 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.

🏷️ White-Labeling Search Atlas: How to Hide Product References on Your Website

When you deploy OTTO SEO or other Search Atlas tools on a website, the integration adds a small amount of code (typically a JavaScript snippet served from a Search Atlas domain). By default, that code can reveal which tools power your SEO work. White-labeling lets you mask these references so that anyone inspecting your site code, including clients and competitors, cannot easily identify Search Atlas or OTTO. This article explains what is visible, what you can change, and the recommended steps to white-label your setup. 👀 What Is Visible by Default When the OTTO script is installed, two things may expose the product: - The script source domain — the URL the snippet loads from can contain a recognizable Search Atlas domain. - Naming references — element IDs, attributes, or comments in the page source that include terms like "searchatlas" or "otto." White-labeling addresses both by serving the script from your own domain and removing recognizable naming. 🌐 Option 1: Serve the OTTO Script From Your Own Domain (Recommended) The most effective way to hide product references is to load the OTTO script through a subdomain you control (for example, seo.yourdomain.com) using a CNAME record. Visitors and code inspectors then see only your domain, not Search Atlas. 1️⃣ Step 1: Create a Subdomain CNAME 1. Log in to your DNS provider (for example, Cloudflare, GoDaddy, or Namecheap). 2. Add a CNAME record for a subdomain such as seo.yourdomain.com. 3. Point the CNAME to the white-label target provided in your Search Atlas account settings. 4. Save the record and allow time for DNS to propagate (usually minutes, but up to 24 hours). 2️⃣ Step 2: Enable White-Labeling in Search Atlas 1. Open your Search Atlas dashboard and go to More Features → Agency Hub (Set up your Agency's White Label). 2. Enter the custom subdomain you created. 3. Save your changes and wait for the connection to verify. 3️⃣ Step 3: Reinstall or Refresh the Snippet 1. Copy the updated OTTO snippet, which will now reference your custom subdomain. 2. Replace the existing snippet in your site, tag manager, or CMS. 3. Reload your site and confirm the change in the next section. ✏️ Option 2: Adjust Naming References in Your Code If you manage the snippet placement manually, you can reduce recognizable text in your page source. - Place the snippet through a tag manager (such as Google Tag Manager) rather than hard-coding it, so the loading logic is less obvious in your raw HTML. - Avoid adding your own comments or container names that mention the product (for example, do not label a container "OTTO script"). - Do not rename internal IDs or attributes inside the Search Atlas snippet itself. Editing the script's internal code can break functionality and is not supported. Use the white-label domain feature instead, which is the supported way to mask references. ✅ How to Verify White-Labeling Is Working After making your changes, confirm that product references are masked: 1. Open your live website in a browser. 2. Right-click and choose View Page Source, or open Developer Tools and check the Network tab. 3. Locate the SEO script and confirm it loads from your custom subdomain (for example, seo.yourdomain.com) rather than a Search Atlas domain. 4. Search the page source for terms like "searchatlas" or "otto" to confirm they no longer appear. When checking the Network tab, note that the main snippet is not the only request OTTO makes. Secondary requests — such as the OTTO tracking pixel, some API endpoints, and static assets loaded from static-assets.searchatlas.com — may still reference a Search Atlas domain even after your subdomain is configured. See the limitations below for details. If the script still loads from a Search Atlas domain, recheck your CNAME record and confirm the updated snippet has been installed. 🎨 White-Labeling the Dashboard and Reports for Clients If your goal also includes presenting Search Atlas to your own clients under your brand, you can white-label the platform experience: - Custom domain login: Give clients a branded portal at your own URL. - Branding: Add your logo, colors, and company name in the white-label settings. - Reports: Send and schedule reports that display your branding instead of Search Atlas. These settings are managed in More Features → Agency Hub (Set up your Agency's White Label) alongside the script options. ⚠️ Important Notes and Limitations - White-labeling hides recognizable references but cannot guarantee that a determined, technical investigator could never identify an underlying tool. It does prevent casual detection through your visible site code. - Serving the main script from your subdomain does not yet mask every network request. The OTTO tracking pixel and certain API endpoints are not currently obfuscated for white-label accounts, and some static assets are still served from static-assets.searchatlas.com. Obfuscating these endpoints and serving static assets from your white-label domain are improvements currently in development, so full masking of every request may not yet be available on your account. If complete obfuscation is critical, contact support or your account manager to confirm current status. - Do not modify the contents of the Search Atlas script. Editing it directly can disable features and is not covered by support. - Some white-label features depend on your plan. If an option is not visible in your dashboard, confirm your subscription includes white-labeling. - Always test on a staging environment first when possible, then verify on your live site. 🔧 Troubleshooting The script still shows a Search Atlas domain Confirm your CNAME record is correct, has finished propagating, and that you installed the updated snippet that references your subdomain. OTTO features stopped working after white-labeling Revert to the standard snippet to confirm the tool itself is functioning, then re-add the custom subdomain. If the snippet was edited manually, replace it with a fresh copy from your dashboard. White-label settings are missing This usually indicates your current plan does not include white-labeling. Contact your account manager or support to confirm availability. 🙋 Need More Help? If you have completed these steps and references are still visible, reach out to Search Atlas support with your domain, the subdomain you configured, and a screenshot of your page source. Our team can verify your DNS and white-label configuration.

🔗 Configuring CNAME Records for Your Signal Genesys Whitelabel Domain

To activate your Signal Genesys whitelabel domain, add one CNAME record pointing a subdomain — such as news.yourdomain.com — to whitelabel.signalgenesys.io. The steps below work in cPanel alongside existing www, ftp, cpanel, and webmail records without modifying them; if images fail to load in your media room or press releases after adding the record, see the troubleshooting section. 🔗 What the Required CNAME Record Looks Like Add exactly one new CNAME record to your DNS zone. Do not modify or delete your existing www, ftp, cpanel, or webmail records — they are unrelated to this setup. - Host / Name: news — enter only the subdomain prefix, not the full domain (enter news, not news.yourdomain.com) - Type: CNAME - Value / Points to / Target: whitelabel.signalgenesys.io - TTL: 3600 (or your provider's default) Note: Some providers display existing records as full hostnames (e.g., www.yourdomain.com). That is a display difference only — always enter the subdomain prefix alone (news, never news.yourdomain.com) in the Name/Host field when adding your new record. Once saved and propagated, news.yourdomain.com will resolve through Signal Genesys and display your branded media room and press releases correctly. 💡 Why Existing Subdomain Records Do Not Conflict A DNS zone supports multiple CNAME records as long as each uses a different subdomain prefix. Your existing records occupy www, ftp, cpanel, and webmail — adding a new record under news (or any other unused prefix) creates a completely separate entry. You do not need to remove or change any existing records. ⚠️ Exception: If you already have an A or TXT record for the news subdomain, delete it before adding the CNAME — two different record types cannot share the same hostname. ⚙️ How to Add the CNAME Record in cPanel Use the Zone Editor in cPanel to add the record. cPanel automatically appends your domain to the host name, so enter only the subdomain prefix in the Name field. 1. Log in to your cPanel account. 2. Under the Domains section, click Zone Editor. 3. Find your domain (e.g., yourdomain.com) and click Manage. 4. Click + Add Record, then select CNAME as the record type. 5. In the Name field, enter news — cPanel appends .yourdomain.com automatically. 6. In the Record field, enter whitelabel.signalgenesys.io. (the trailing dot is optional but recommended to ensure the value is treated as fully qualified). 7. Leave the TTL at the default value. 8. Click Add Record to save. The new record appears immediately in your zone file list. DNS changes propagate within 30 minutes to 24 hours depending on your TTL setting. 🌐 How to Add the CNAME Record in Other DNS Providers If you manage DNS through a registrar or external provider such as GoDaddy, Namecheap, or Cloudflare, follow these steps: 1. Log in to your DNS provider's dashboard. 2. Go to DNS Management or DNS Records for your domain. 3. Click Add Record. 4. Set the Type to CNAME. 5. In the Host or Name field, enter news. 6. In the Value, Points to, or Target field, enter whitelabel.signalgenesys.io. 7. Save the record. ⚠️ Cloudflare users: Set the proxy toggle to DNS only (grey cloud icon) for this CNAME record. Enabling the Cloudflare proxy (orange cloud) prevents Signal Genesys from resolving your domain correctly. After saving, allow up to 24 hours for full DNS propagation across all regions. 🛠️ Troubleshooting: Images Not Displaying in the Media Room or Press Releases Broken or missing images in Signal Genesys are almost always caused by a missing, incorrect, or not-yet-propagated CNAME record. Work through these checks in order. 1. Verify the CNAME value - Confirm the Points to / Target field is set to exactly whitelabel.signalgenesys.io — no trailing slash, no extra spaces or characters. - Confirm the Host / Name matches the subdomain you entered in Signal Genesys whitelabel settings (e.g., both must use news). 2. Check for a conflicting A record - In your DNS zone, check whether an A record or a duplicate CNAME already exists for the same prefix (e.g., news). A conflicting A record overrides your CNAME and breaks resolution. - If one exists, delete it, then re-save your CNAME record. 3. Confirm propagation is complete - Go to dnschecker.org and search for your full subdomain (e.g., news.yourdomain.com) as a CNAME record type. - You should see whitelabel.signalgenesys.io returned from multiple global locations. If results are still propagating, wait 1–2 hours and check again. 4. If images still fail to load after 48 hours - Hard-refresh your browser using Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac). - Clear your CDN cache if you use one in front of your domain. - Open Zone Editor and confirm no duplicate or conflicting record exists for the news subdomain. - Contact support with a screenshot of your DNS zone if the issue persists. Once the CNAME is correct and fully propagated, reload your media room or press release page. Images display automatically — no further changes are needed inside Signal Genesys. ✅ How to Verify Your Signal Genesys CNAME Is Active Use a command-line lookup or a free DNS tool to confirm the record is live globally before contacting support. Option A: Use dnschecker.org 1. Go to dnschecker.org. 2. Enter your full whitelabel subdomain (e.g., news.yourdomain.com). 3. Select CNAME as the record type. 4. Click Search. Option B: Use the dig command - From a terminal, run dig news.yourdomain.com CNAME (replace news.yourdomain.com with your full subdomain). - A successful result returns whitelabel.signalgenesys.io in the answer section. Expected propagation time - Records with a 3600-second TTL typically propagate within 1–2 hours. - Full global propagation can take up to 24–48 hours depending on TTL and upstream resolver caching. A successful result shows whitelabel.signalgenesys.io in the response from the majority of global DNS servers. If you see your domain's IP address or an empty result, return to your DNS provider, verify the record values against the table above, and allow additional propagation time. 🎯 You now know how to add the Signal Genesys whitelabel CNAME record in cPanel and any other DNS provider, without modifying your existing subdomain records. If you need help connecting and verifying your whitelabel subdomain inside the Signal Genesys platform after DNS is configured, see the Signal Genesys Whitelabel Setup Guide.

🎨 Setting Up White Label Branding and Customizing Your Dashboard Colors

📋 Overview White label branding lets you present the Search Atlas platform as your own. When configured correctly, your team and clients log in through your custom domain and see your brand colors, logo, and naming throughout the dashboard instead of the default Search Atlas styling. This article explains how to set up team access, apply your custom colors, and rebrand the OTTO assistant so nothing reverts to the original Search Atlas look. ✅ Before You Begin White label features are available on plans that include white label access. You will need administrator permissions on your account to make these changes. Have the following ready: - Your custom domain or subdomain (for example, app.yourcompany.com). - Your brand logo files in a web-friendly format such as PNG or SVG. - Your brand color values, ideally as HEX codes (for example, #0057B8 for your custom blue). 🌐 Step 1: Configure Your White Label Domain Your white label site is the branded address your team and clients use to log in. To set it up: 1. Open the Settings area and select White Label. 2. Enter your custom domain or subdomain in the domain field. 3. Follow the on-screen instructions to verify domain ownership and connect your DNS records. 4. Save your changes and allow time for the domain to finish connecting. Once your domain is active, all team members and clients should log in through that branded address rather than the standard Search Atlas URL. This is the most common reason branding appears inconsistent: logging in through the original Search Atlas address shows the default styling, not your custom theme. 👥 Step 2: Add Your Team to the White Label Site After your domain is live, invite your team so they access the platform through your branded login: 1. Go to Settings and select Team or Users. 2. Choose Invite or Add User and enter each team member's details. 3. Assign the appropriate role and permissions for each person. 4. Send the invitation. Team members should accept it and then log in through your white label domain. Confirm that everyone is using the branded login link. If a team member logs in through the default Search Atlas address, they will see the standard branding even though your white label settings are correct. 🎨 Step 3: Apply Your Custom Colors and Logo To replace the default Search Atlas purple with your own brand colors: 1. In More Features, open Agency Hub (White Label branding section). 2. Upload your logo in the logo fields provided. 3. Enter your brand color HEX codes in the color fields, such as your custom blue for the primary color. 4. Save your changes. After saving, refresh your browser to load the updated theme. If the dashboard still shows the default purple, the most common causes are unsaved color fields, a cached browser session, or logging in through the non-branded URL. Clear your browser cache or open a private window, then log in again through your white label domain. Please also note that support for custom dashboard colors is still being added to some individual tools, including Keywords, Local, Content, Authority, Smart Ads, and the Home Page. If your custom colors apply across most of the dashboard but a specific section still shows the default styling even after saving and clearing your cache, that area may not yet support custom colors while this work is in progress. 🤖 Step 4: Rebrand the OTTO Assistant Name The OTTO assistant can be renamed so it reflects your brand instead of showing the default name. To update it: 1. Open More Features and select Agency Hub. 2. Locate the field for the assistant or bot name. 3. Enter your preferred custom name. 4. Save your changes and refresh the dashboard to confirm the new name appears. If the OTTO name is still visible, check that the custom name field is filled in and saved, and confirm you are viewing the platform through your branded domain. 🔍 Why Branding May Still Look Incorrect If your custom branding is not displaying as expected, review these common causes: - Wrong login URL: Team members must log in through your white label domain, not the standard Search Atlas address. - Unsaved settings: Each branding field, including colors and the assistant name, must be saved individually. - Browser cache: Old styling can remain cached. Refresh, clear the cache, or use a private window. - Domain still connecting: A newly added domain may need time to finish verifying before branding fully applies. - Custom colors not yet supported in every section: Custom dashboard color support is being rolled out across individual tools (such as Keywords, Local, Content, Authority, Smart Ads, and the Home Page). Some sections may continue to show the default styling while this work is in progress, even when your settings are saved correctly. 💬 Need More Help? If you have completed these steps and your branding still does not appear correctly, we are happy to help. If you need further assistance, click the chat icon in the bottom-right corner of the platform to start a live chat with a member of our team.

🪲 Search Atlas SOPs for Pest Control Agencies

Who This Article Is For This guide is for digital marketing agencies and freelancers managing SEO for pest control companies using Search Atlas. It covers recommended starting points for onboarding, local SEO, and reselling — structured around the core tools available in Search Atlas so you can work through these steps directly in the platform. Step 1: Onboard a New Pest Control Client Pest control businesses are almost always hyper-local and service-area dependent. A strong onboarding sets the foundation for measurable results. To get started: - Audit existing visibility. Navigate to the Site Auditor in your Search Atlas dashboard and enter the client's domain. Review the resulting report for organic traffic data, top-ranking pages, and technical issues such as broken links, missing meta tags, or slow page speed. - Identify core service keywords. Open the Keyword Research tool (sometimes labeled Keyword Magic depending on your plan). Search for seed terms like pest control [city], exterminator near me, rodent control [city], and termite inspection [city]. Apply filters for Keyword Difficulty (aim for KD under 40 for newer domains) and Search Volume to build a prioritized target list. - Benchmark against local competitors. Use the Keyword Gap tool under Keywords > Keyword Gap in the left sidebar. Enter the client's domain alongside two or three local competitor domains to surface keyword opportunities the client is currently missing. - Set up rank tracking. Go to Rank Tracker and create a new tracking project for the client. Add your priority keyword list and enable location-specific tracking by setting the target city or ZIP code — this is critical for pest control since ranking positions vary significantly by geography. - Create a Local project. Navigate to the Local section and create a new project linked to the client's Google Business Profile. This unlocks the full local SEO toolkit described in Step 2 below. Step 2: Run the Local SEO Workflow Local SEO is the highest-leverage channel for pest control companies. Most leads come from Google Maps and local pack results. Within the Local section of Search Atlas, work through the following: - Review GBP health. Open the Local Overview dashboard for the client's project. This gives you a snapshot of Google Business Profile health, review score trends, and recent posting activity. Address any flagged issues — such as missing business categories or incomplete hours — before moving to content tasks. - Post regularly. Use the Posts tool within the Local project to draft and schedule Google Business Profile posts. For pest control clients, prioritize seasonal content: mosquito and tick alerts in spring/summer, rodent prevention in fall/winter, and promotional offers tied to local pest seasons. - Manage and respond to reviews. Open the Review Management tab to monitor incoming reviews across connected profiles. Flag reviews that require a response and draft replies directly in the tool. Consistent review responses improve local pack rankings and conversion rates. - Build and maintain citations. Use the Citations tool to run a NAP (Name, Address, Phone) audit. Submit or correct listings across relevant directories — prioritize Yelp, Angi, HomeAdvisor, and pest-control-specific directories. Consistent NAP data across listings is a foundational local ranking signal. Step 3: Reselling Search Atlas to Pest Control Clients If you are reselling Search Atlas services or white-labeling reports for pest control clients, follow these best practices: - Use white-label reporting. In your agency dashboard, enable white-label settings to brand exported reports with your agency name and logo before sharing with clients. - Set up a client seat or sub-account. Depending on your plan, you can invite clients as limited-access users or manage all projects from your agency account. Check the Team & Access settings in your account to configure permissions appropriately. - Document a repeatable onboarding checklist. Use Steps 1 and 2 above as the backbone of a client-facing onboarding document. Customize it with your agency's service tiers and deliverable timelines so each pest control client receives a consistent experience. - Schedule monthly reporting cadences. Use Search Atlas's report export and scheduling features to automate monthly rank tracking and GBP performance summaries for each client. Partner Training Resources Search Atlas maintains partner and agency training materials to help you get the most out of the platform. To access these: - Log in to your Search Atlas account and look for the Help or Academy link in the main navigation or sidebar — this is where platform walkthroughs, video tutorials, and SOP templates are published. - If your plan includes partner or agency support, a dedicated onboarding session may be available. Request this through the chat widget in your dashboard when you first set up your agency account. - Feature names and menu labels are updated regularly as the platform evolves. If a label in this article does not match what you see in your account, the underlying tool is typically still available — use the platform's search bar or help icon to locate it by function. 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.

📘 White-Label SEO & Fulfillment Services – FAQ & Key Resources

🔗 Quick Access to Key Resources Use the links below to explore our white-label partnership program. If a resource link below is out of date, ask your Account Manager or use the chat widget for the current version. - Main Slide Deck – overview of services, partnership models, and key benefits. View Slides - Service Flyer – one-page summary of our white-label offerings. Ask your Account Manager for the current PDF. - Partner Q&A – overview of common partner questions, answered by our team. Ask your Account Manager for the current video link. - Strategy Call – book time to discuss your agency's specific needs. Book a Call (confirm with your Account Manager if this link doesn't work for your account). - SEO Platform Access – access the Search Atlas SEO platform from your agency dashboard. Go to the platform (confirm with your Account Manager if this link doesn't work for your account). ❓ Common Questions & Agency FAQs What do you do? We're a white-label fulfillment partner built for marketing agencies. Services include: - SEO (including content, technical fixes, & strategy) - PPC campaign setup and optimization - Custom website development - Ongoing content creation & media distribution We adapt our services to your agency's brand, clients, and operations. How do you integrate with agency workflows? - You're assigned a dedicated Account Manager - Tasks align with your internal processes and tools - We blend into your existing operations and support your team What's your approach to client communication? - By default: no direct contact with end clients - All communication stays between your agency and us - Direct contact with your client only happens with your approval - We stay white-labeled and anonymous to your clients at all times What's included in SEO content creation? - SEO blog posts and landing page content - Content hives (clusters of related SEO content) - Digital PR and press distribution for backlinks and authority, managed through Authority > PR Distribution (Press Releases) in Search Atlas How do you approach technical/on-page SEO? - Each website gets a custom SEO plan - Monthly time is used to fix technical issues, improve page speed, and optimize metadata, schema, and crawlability Tips for building your service packages - Keep it simple: 3 package tiers max - Use our deliverables to make outsourcing frictionless - Make packages clear and easy for non-technical clients to understand How does your SEO technology work? Search Atlas helps agencies build Digital PR campaigns, distribute branded content through PR Distribution, and generate advanced SEO ranking signals without guest posts, manual backlinks, or risky PBNs. Do you guarantee SEO rankings? No. And no ethical provider should. Results depend on client niche and industry, geographic targeting, campaign goals, and website structure and history. 💬 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.

🏷️ WordPress Whitelabel Subdomain Setup and Client Access

🗺️ Overview Search Atlas's whitelabel feature lets you host the platform under your own subdomain (for example, seo.yourdomain.com) so clients see your branding instead of Search Atlas. This article walks you through the full setup process, explains how client logins work, and covers the most common reasons login stops working after initial configuration. ✅ Before You Begin Confirm the following before setting up your whitelabel subdomain: - You have admin access to your domain's DNS settings (via your domain registrar or hosting panel). - You have a WordPress site where you can install or manage plugins. - Your Search Atlas plan includes whitelabel functionality. - You have admin access inside the Search Atlas platform. ⚙️ Step 1 — Create a Subdomain in Your Hosting Panel 1. Log in to your web hosting control panel (cPanel, Plesk, or your host's dashboard). 2. Navigate to the Subdomains or Domains section. 3. Create a new subdomain, for example seo.webdesignsurrey.net. 4. Note the subdomain's document root folder — you will need this in Step 3. 🌐 Step 2 — Point the Subdomain DNS to Search Atlas 1. Open your domain registrar or DNS management panel. 2. Add a new CNAME record with the following values: - Host / Name: seo (or the subdomain prefix you chose) - Points to / Value: the CNAME target provided inside Search Atlas (see Step 3 below) - TTL: 3600 (or Auto) 3. Save the record. DNS propagation can take up to 48 hours, but usually completes within 1–4 hours. 🔑 Step 3 — Configure Whitelabel Inside Search Atlas 1. Log in to Search Atlas and go to the header apps-grid icon → More Features → Agency Hub → White Label Setup (Logo page). 2. Enter your full subdomain (e.g., seo.webdesignsurrey.net) in the Custom Domain field. 3. Copy the CNAME target value shown on this page — this is what you enter in your DNS record in Step 2. 4. Upload your agency logo, set brand colours, and configure any other branding options on this page. 5. Click Continue. Search Atlas will attempt to verify the DNS record. Wait for the status to show Verified before proceeding. Important: If the status does not change to Verified within 48 hours, double-check that the CNAME record is saved correctly and that no conflicting A record exists for the same subdomain host. 👤 Step 4 — Create Client Accounts and Grant Access 1. Inside Search Atlas, go to Settings → Team Members (or your agency's client management section). 2. Click Invite Client and enter the client's email address. 3. Assign the relevant projects or reports to that client account. 4. The client will receive an invitation email with a link to set their password and log in via your whitelabel subdomain. Clients access their progress data through Reports. Inside the platform navigate to the left sidebar → Reports (URL: /report-builder/projects-list). Only the projects you have shared with a client will be visible when they log in. 🔧 Troubleshooting — Can't Log In After Setup If you or a client cannot log in to the whitelabel subdomain, work through the checks below in order. - DNS not fully propagated: Use a tool such as dnschecker.org to confirm the CNAME record is resolving worldwide. If it is still propagating, wait and retry. - SSL certificate not issued: Search Atlas automatically provisions an SSL certificate once DNS is verified. If the subdomain shows a browser security warning, the certificate may still be generating — this can take up to 1 hour after DNS verification. Do not attempt to install a separate SSL certificate, as this will conflict. - CNAME record overridden by an A record: If an A record exists for the same subdomain host in your DNS, it will take priority over the CNAME. Delete any conflicting A record, then re-verify inside Search Atlas. - Whitelabel domain not saved as Verified in Search Atlas: Return to the header apps-grid icon → More Features → Agency Hub → White Label Setup (Logo page) and confirm the domain status shows Verified. If it shows Pending or Error, re-enter the subdomain and re-copy the CNAME target to your DNS panel. - Client using the wrong login URL: Clients must log in at your whitelabel subdomain (e.g., https://seo.webdesignsurrey.net), not at app.searchatlas.com. Resend the invitation link or share the correct URL directly. - Client invitation not accepted: If the client never clicked the invitation email link, their account is not activated. Go to Settings → Team Members, find the client, and resend the invitation. - Password reset required: If a client's login was working and then stopped, ask them to use the Forgot Password link on the whitelabel login page to reset their credentials. - Browser cache or cookies: Ask the client to try logging in using a private/incognito window. If that works, they should clear their browser cache and cookies for the subdomain. 👁️ What Clients Can See Once logged in through your whitelabel subdomain, clients will see only the reports and projects you have shared with them. They will not see Search Atlas branding, other clients' data, or any account billing information. To share additional reports, go to the left sidebar → Reports, open the relevant project, and use the share or assign option to add the client. 💬 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.

🚀 Search Atlas Benefits for Small Marketing Agencies

🎯 Who This Article Is For This article is written for small marketing agencies — typically managing between 2 and 10 clients — that offer SEO, PPC, or a combination of both. If you are looking for a clear, jargon-free explanation of how Search Atlas fits into your workflow and what it can do for your business, you are in the right place. 📦 What Search Atlas Gives You Out of the Box Search Atlas is designed to work as a single, centralised platform so you do not need to juggle multiple subscriptions or tools. Everything your agency needs to research, track, and report on SEO performance is built in and ready to use from day one — no complicated setup required. - One dashboard for all clients: Add each client as a separate project and switch between them instantly without logging in and out. - Built-in keyword and competitor research: No need for a separate keyword tool. Research is included alongside your tracking and reporting. - Local SEO management: If any of your clients need to rank in local search results or manage their Google Business Profile, those tools are included too. - OTTO SEO automation: OTTO is Search Atlas's AI-powered SEO assistant. It analyses your client's site and automatically applies technical SEO fixes, saving you hours of manual work per client. 📊 Managing Multiple Clients Without the Chaos The biggest challenge for a small agency is context-switching — jumping from one client's data to another without losing track of priorities. Search Atlas addresses this directly. 1. Set up a project for each client. Navigate to Left sidebar → Site Metrics → Site Explorer (Site Explorer) and add each client's domain as its own project. All data stays neatly separated. 2. Track keyword rankings per client. Go to Left sidebar → Keywords → Rank Tracker to monitor each client's keyword positions over time. You can set up automated ranking reports so you always have up-to-date data before a client call. 3. Find content and keyword opportunities. Use Left sidebar → Keywords → Keyword Magic to discover new keywords your clients can target, and Left sidebar → Keywords → Keyword Gap to identify keywords competitors are ranking for that your clients are missing. 4. Manage local clients in one place. For clients who need local visibility, navigate to Left sidebar → GBP Projects → Overview to see their local SEO health at a glance. You can manage Google Business Profile posts at Left sidebar → GBP Projects → Posts, monitor and respond to reviews at Left sidebar → Local → Reviews (GBP Reviews), and build local citations at Left sidebar → Local → Local Citations. 💡 How Search Atlas Supports PPC Alongside SEO If you run PPC campaigns for clients in addition to SEO, Search Atlas helps you align both channels. You can use keyword research data to inform your paid search strategy — understanding which keywords have strong organic competition can help you prioritise where to spend ad budget. Having SEO and PPC keyword data in one place means you can present a joined-up strategy to clients rather than treating the two channels as separate conversations. ⏱️ The Plug-and-Play Experience Search Atlas is built to reduce the time between signing up and delivering value to your clients. Here is what that looks like in practice: - No lengthy onboarding: Add a client domain, connect their Google Search Console if available, and you immediately start seeing data. - Templates and automation: OTTO SEO handles repetitive technical tasks automatically, so your team can focus on strategy rather than implementation. - Reporting that is ready to share: Generate white-label reports directly from your client data without needing a separate reporting tool. - Scalable as you grow: Whether you have 5 clients today or 20 next year, the platform structure scales with you without requiring you to change your workflow. ✅ Quick-Start Checklist for New Agencies 1. Add each client's domain as a project under Left sidebar → Site Metrics → Site Explorer (Site Explorer). 2. Set up keyword tracking for each client in Left sidebar → Keywords → Rank Tracker. 3. Run a keyword gap analysis for each client in Left sidebar → Keywords → Keyword Gap. 4. If you have local clients, set up their local projects under Left sidebar → GBP Projects → Overview. 5. Activate OTTO SEO for each client to automate technical SEO improvements. 6. Schedule automated ranking reports so client updates go out consistently. 🛠️ Need Help Getting Started? 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.

🔗 White-Label Your Search Atlas Account to Hide Product References

White-labeling your Search Atlas account replaces internal URLs — including Search Atlas and OTTO references in reports, dashboards, and embeds — with your own custom domain. Once set up, code snippets and embeds generated by Search Atlas that you place on client websites will point to your branded domain instead of Search Atlas infrastructure. ⚙️ What White-Labeling Changes When you enable white-labeling, Search Atlas replaces product-identifying URLs with your custom domain across customer-facing surfaces. This means: - Links and URLs in your reports and dashboards point to your custom domain - OTTO and Search Atlas references in code snippets and embeds generated by Search Atlas (that you place on client websites) are replaced with your branded domain - Competitors or clients inspecting embedded code will not see Search Atlas or OTTO domain strings - Ad preview areas (Display, YouTube, and Discover) also have Search Atlas branding removed as of the latest update Note on coverage: White-labeling applies to customer-facing URLs, reports, dashboards, and embeds. If you notice product branding still visible in unexpected areas (for example, on a billing page), please contact support so we can investigate. What 'website code' means here Any script embeds, widget iframes, or code snippets generated by Search Atlas (such as the SEO report embed) will reference your custom domain instead of searchatlas.com or otto.com once white-labeling is active. This refers specifically to Search Atlas–generated code that you place on client websites, not to your own website's underlying codebase. 📋 Prerequisites & Eligibility White-labeling is included on specific Search Atlas plans (typically agency and reseller tiers). To confirm whether your current plan includes white-labeling, check the Search Atlas pricing page or reach out to support. 🚀 How to White-Label Your Search Atlas Account White-labeling is configured inside your Search Atlas account settings. Follow these steps: 1. Log in to your Search Atlas account. 2. Go to Team Members in the top-right corner (avatar). 3. Go to More Features → Agency Hub (Agency Hub / Set up your Agency's White Label). 4. Enter your custom domain where prompted. 5. Save your changes and complete domain verification. You will typically be asked to add a CNAME or TXT record to your domain's DNS settings — the exact records to add will be shown on screen. Once verified, your account URLs will resolve through your custom domain. You can confirm the change is active by checking that links in your dashboards and reports no longer contain Search Atlas or OTTO domain references. Note: If your sign-in logo disappears after saving your white-label settings, refresh the page or navigate away and back — this was a known display issue that has been resolved. ✅ Confirming White-Labeling Is Working After setup, inspect the URLs in your reports, embeds, or any code snippets generated by Search Atlas. They should now display your custom domain rather than Search Atlas or OTTO domain strings. If you still see Search Atlas or OTTO references anywhere after completing setup, verify that your custom domain is correctly verified and saved in your white-label settings, and contact support to investigate if the issue persists. 🛠️ Troubleshooting White-Label URL Issues - URLs still show Search Atlas domain: Confirm your custom domain passed verification. Look for a verification status indicator in the White Label settings page. - Domain verification failing: Check that you added the required DNS records exactly as shown in your account settings. DNS changes can take up to 24–48 hours to propagate. - Custom domain not resolving: Allow up to 24–48 hours for DNS propagation, then clear your browser cache before testing again. - Some links are not updating: Clear your browser cache and reload. If the issue persists, contact Search Atlas support. 🎯 You now know how to white-label your Search Atlas account so that OTTO and Search Atlas URLs are replaced with your custom domain across reports, dashboards, and embeds — keeping your tool stack private. If you need help with DNS setup, domain verification, or notice branding in an unexpected area, contact the Search Atlas support team directly.

🎓 Access Search Atlas Academy via GoHighLevel

🔍 Overview Search Atlas Academy contains onboarding videos, feature tutorials, and training resources to help you get the most out of the platform. If you subscribed to Search Atlas through GoHighLevel (GHL) and your dashboard is white-labeled, the Academy link may not be visible by default. This article explains why and shows you exactly how to access it. ⚠️ Why Academy Is Not Visible in Your GHL Dashboard When Search Atlas is accessed through a GoHighLevel white-label setup, the dashboard is customized by the agency that set up your account. Some navigation items — including the link to Search Atlas Academy — may be hidden or renamed as part of that white-label configuration. This is expected behavior and does not mean your account lacks access to Academy content. 🎓 How to Access Search Atlas Academy You can reach Search Atlas Academy directly through your browser, regardless of how your dashboard is branded. Follow these steps: 1. Open a new browser tab. 2. Go to academy.searchatlas.com. 3. Sign in using the same email address and password you use to log in to your Search Atlas dashboard. 4. Once logged in, you will have full access to all onboarding courses, tutorials, and training materials. Your Academy account is linked to your Search Atlas credentials, so no separate registration is needed. 💡 Tips for GHL White-Label Users - Bookmark the Academy URL (academy.searchatlas.com) for quick access in the future. - If your login credentials do not work on Academy, confirm you are using the email address associated with your Search Atlas account — not a GoHighLevel login. - Academy access is included with your Search Atlas subscription. You do not need to purchase it separately. - If your agency has set up a custom subdomain for your white-label dashboard, Academy is still accessed at the standard academy.searchatlas.com URL — it is not affected by white-label branding. 🛠️ Troubleshooting Login Issues If you cannot log in to Search Atlas Academy, try the following: 1. Check that you are entering the email address tied to your Search Atlas account, not your GoHighLevel credentials. 2. Use the Forgot Password link on the Academy login page to reset your password. 3. Clear your browser cache and cookies, then try again. 4. Try a different browser or an incognito window to rule out browser extension conflicts. If none of these steps resolve the issue, 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.

📘 PR Distribution Flyer for Agencies: Promote the Managed Enterprise Channel

📄 What Is This? This is a marketing flyer designed for agencies and resellers to promote the Managed Enterprise channel — a high-impact press distribution capability available through Search Atlas Authority Building > PR Distribution, formerly known as Media Room. Whether you're hosting a webinar, presenting to prospects, or launching new campaigns, this professionally designed flyer can help communicate the value of this channel to your clients. ⬇️ Download the Flyer Ask your Account Manager or Partner team for the current version of this flyer — the previous download link for this asset could not be confirmed as current. 🎯 What Can You Use This For? - Pitch decks for enterprise clients - Email attachments when onboarding new agencies - Printouts for conferences or in-person presentations - Social media promotion linking to a walkthrough video ✅ Best Practices - Always include this flyer when introducing this channel to partners. - Use this asset as part of your Sales Enablement toolkit. - Pair the flyer with a quick demo using a current video walkthrough from your Account Manager. 💬 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.

⚡ White Label Client Invitation and Registration Workflow

Overview When you set up a white label dashboard in Search Atlas, your custom domain (for example, https://nexa-dashboard.growsmallbiz.io/) is designed exclusively for your clients — not for your own admin access. If visiting your white label URL redirects to a /register page, this is expected behavior, not an error. This article explains why it happens and walks you through the correct process for inviting clients and managing access. Why Does the URL Redirect to /register? Your white label domain is invitation-gated by design. This means: - Clients who visit the URL without an active account are sent to /register so they can complete their registration after accepting your invitation. - The platform does not display a public-facing login form on your white label domain by default — access is controlled entirely through the invitation workflow. - This protects your client environment from unauthorized sign-ups and keeps your agency branding intact. Once a client has registered through their invitation link, they can return to your white label URL and log in normally. The /register redirect will only appear to users who have not yet completed registration. Admin Login vs. Client Login It is important to understand that there are two separate login paths: - Your admin login: Always use the main Search Atlas platform at dashboard.searchatlas.com (login/register) to access your agency account, manage settings, and send invitations. - Your clients' login: Clients access the platform exclusively through your white label URL (for example, https://nexa-dashboard.growsmallbiz.io/) after completing their invitation-based registration. Never use your white label URL to log in as an admin. Doing so will route you through the client registration flow, which is not intended for agency owners. How to Invite Clients To invite a client to your white label dashboard, log in to your Search Atlas account at dashboard.searchatlas.com (login/register) and navigate to the client management area of your account. From there, locate the option to invite or add a new client, enter the client's name and email address, and send the invitation. The exact button labels and navigation steps may vary depending on your account configuration — if you are unsure where to find the invitation feature, our support team can walk you through it directly. Once you send the invitation, the client will receive an email containing a unique registration link tied to your white label domain. The invitation email reflects your agency branding, so clients will see your agency name — not Search Atlas — throughout the experience. Expected Client Journey: From Invitation to Login Here is what your client experiences after you send an invitation: 1. The client receives a branded invitation email with a unique registration link. 2. The client clicks the link, which directs them to your white label domain's /register page. 3. The client completes registration by setting up their credentials. 4. Once registered, the client can return to your white label URL at any time and log in normally. 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.

📘 Using the “As Featured On” Marketing Image

🖼️ Overview Promote your brand's media presence with our "As Featured On" marketing images. These assets include logos of major media outlets and are ideal for building trust and social proof across your website, profile images, landing pages, and marketing materials. Horizontal and vertical versions are available depending on your layout needs. 📥 Getting the Images The horizontal version is ideal for headers, web banners, or footers: Download Here The vertical version is perfect for sidebars, social media profiles, or narrow spaces: Download Here 📌 Where to Use These Images - Homepage banners or carousels - "As Seen On" sections of sales pages - Social media cover photos or profile images - PDFs, pitch decks, and sales presentations - Press kits and other marketing materials ✅ Best Practices - Always ensure the image links are working and not broken - Do not alter the logos or misrepresent media placements - Use the version that fits naturally within your brand's design system - Pair with testimonials or case studies for stronger credibility 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.

🏷️ Accessing Your White-Label Domain and Reports

🔍 Overview Search Atlas allows agencies to present a fully branded experience to clients through a white-label domain. This article explains how to log in to your white-label portal, why you may see an invitation prompt, and how to correctly share or embed client reports using your agency domain rather than a Search Atlas URL. 🚪 Logging In to Your White-Label Domain Your white-label domain is a custom URL that your agency configured during setup (for example, reports.youragency.com). When you or a client visits this URL, you should land on a branded login screen — not a Search Atlas page. If you are prompted with an invitation required message when visiting your white-label domain, this is usually caused by one of the following: - The user account has not yet been added to the white-label workspace. An agency admin must send an invitation from within the platform before that user can log in. - The white-label domain setup is incomplete or the DNS configuration has not fully propagated. DNS changes can take up to 48 hours to resolve globally. - The user is trying to log in with a Google account. Google OAuth for white-label tenants is currently handled separately from the main Search Atlas login. Until this is fully split, use your email and password to log in to the white-label portal instead of the Google sign-in button. To invite a client or team member to your white-label workspace, log in to Search Atlas, navigate to your white-label settings, and send an invitation from there. The invited user will receive an email with a direct link to set up their access. 📊 Finding and Sharing the Correct Report URL When you build a client report in Search Atlas and copy the share or iframe link, the URL should reflect your white-label domain — not dashboard.searchatlas.com. If you are seeing a Search Atlas URL instead of your agency domain in the share link, this is a known issue currently in development and will be resolved in an upcoming release. In the meantime, use the following workaround to generate the correct white-label report URL: 1. Go to Left sidebar → Reports (or navigate to /report-builder/projects-list). 2. Open the report you want to share with a client. 3. Copy the URL shown in your browser's address bar. 4. Replace the dashboard.searchatlas.com portion of the URL with your white-label domain (for example, change https://dashboard.searchatlas.com/report-builder/... to https://reports.youragency.com/report-builder/...). 5. Paste the updated URL into your iframe embed code or share it directly with your client. This manually adjusted URL will load the report through your branded portal as long as the client has been invited to and has access to your white-label workspace. ⚙️ Common Issues and Quick Fixes - Redirected to a billing or choose-plan page: This was a known bug and has been resolved. If you still experience this, clear your browser cache and cookies, then try logging in again. - ERR_TOO_MANY_REDIRECTS on your white-label URL: This can occur if there is a conflict in your domain's redirect rules. Check that your DNS and SSL settings are correctly configured with no conflicting redirects. Contact your domain host if the issue persists at the DNS level. - White-label domain works but OTTO pixel is not loading: This was a known issue tied to redirect loops and has been resolved. If you still see OTTO-related issues on your white-label domain, please reach out via the chat widget. - Client sees a Search Atlas branded page instead of your agency branding: Confirm that the URL your client is using matches your white-label domain exactly, including the correct subdomain (e.g., reports. vs app.). ✅ Best Practices for White-Label Access - Always invite clients through the white-label workspace settings before sharing any report links. Uninvited users will be blocked at login. - Instruct clients to bookmark the white-label login URL and use their email and password rather than Google sign-in until Google OAuth is fully supported for white-label tenants. - When building iframe embeds for client dashboards, manually verify that the embedded URL uses your agency domain and test it in an incognito window before sending to clients. - If you manage multiple clients, confirm that each client is invited only to their own workspace to prevent cross-client data visibility. 💬 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.

🏢 Agency Client Portal and Whitelabel Setup Guide

Overview As a Search Atlas agency user, you can give clients access to their SEO data through your agency account. Because agency client portal and whitelabel setup requires backend configuration by our team — including account provisioning, domain mapping, and plan assignment — this cannot be completed independently through the platform UI. This article explains what information to have ready and what to expect when you contact support. What This Process Involves Depending on what you need, our team will configure one of the following for you: - Shared dashboard access: Your client is invited to access data within your existing agency account under your agency branding. - Whitelabel portal access: Your client accesses a separately branded environment hosted under your own domain, with your logo and brand colors, powered by Search Atlas in the background. Both options require our support team to make backend changes to your account. There is no self-serve flow in the platform to complete either setup end-to-end. What to Have Ready Before You Reach Out Gathering the following details in advance will allow our team to complete your setup as quickly as possible: - Your agency account email address - Whether you need shared dashboard access or a whitelabel portal for your client - Your client's email address (required for shared access) - Your desired branded domain (required for whitelabel setup, e.g. reports.youragency.com) - Any specific permissions or restrictions you want applied to the client account (e.g. read-only access, restricted to specific projects) - A description of anything you have already attempted, including any error messages you encountered What Happens After You Contact Support Once you reach out with the details above, our team will: 1. Confirm which setup type is available on your current plan 2. Provision or configure the client account or whitelabel environment on the backend 3. Confirm when the setup is complete and provide any login or access details your client will need 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.

⚡ White Label Child Accounts and OTTO Project Setup

Overview When you activate White Label in Search Atlas, you can create child accounts for your clients. Each child account gives a client access to their own branded portal — without exposing your agency dashboard, other clients' data, or your internal settings. This article explains how child accounts work, how OTTO projects are managed across your plan, and what to prepare if you need help from our team. Prerequisites Before You Start - Your White Label add-on must be active on your Search Atlas account. - You need an active subscription plan that includes OTTO SEO activations. - The client's domain should already exist as a project in your main dashboard before assigning it to a child account. How Child Accounts Work Child accounts are created and managed from your main Search Atlas agency dashboard, within the White Label settings area. When setting up a child account, you provide the client's details and select which projects from your dashboard they should have access to. Your client then logs in through your branded portal URL and sees only the projects assigned to them — your agency dashboard, billing information, other clients, and internal tools remain completely hidden from their view. If you are unsure which steps or options are available in your specific plan or White Label configuration, our support team can walk you through the exact workflow for your account. OTTO Projects and Plan Coverage OTTO SEO projects live on your main agency account and are tied to your subscription plan's activation limit. When you assign a project to a child account, the client can view OTTO recommendations and progress inside their branded portal — but the OTTO activation itself remains counted against your plan, not a separate child account plan. To give a child account access to an OTTO-activated project, first confirm the project already has OTTO activated in your main dashboard. If not, activate it first using one of your available OTTO slots. Then, within your White Label settings, assign that project to the relevant client account so they can see it inside their branded portal. Important: OTTO activations cannot be transferred from your main account into a child account as a standalone activation. The activation count and management remain at the agency account level. What to Have Ready When Contacting Support If you run into issues setting up child accounts or assigning OTTO projects, please have the following ready before reaching out: - Your agency account email and the client's email address. - The project name or domain you are trying to assign. - A description of any error message you see, including the exact wording. - The step in the process where you encountered the issue. 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.

🛠️ White-Label Technical Reports in Report Builder

🔍 Overview Search Atlas Report Builder lets you white-label reports with your own logo, colors, and company details before sharing them with clients. However, not every report type in the platform is available inside Report Builder. This article explains which technical reports support white-labeling and walks you through the steps to apply your branding. 📋 Which Technical Reports Support White-Labeling? White-labeling is only available for reports created and managed inside Report Builder (Left sidebar → Reports). The following technical report types are supported: - Site Audit Report – a full crawl-based technical health summary including errors, warnings, and notices. - Backlink Report – an overview of a domain's backlink profile, authority metrics, and referring domains. - Keyword Rank Tracker Report – current keyword positions, movement trends, and SERP feature data. - Competitor Analysis Report – side-by-side technical and keyword comparisons across competing domains. - Google Analytics & Search Console Report – traffic, clicks, impressions, and core web vitals pulled from connected data sources. If the technical report you need is accessible via a direct URL outside of Report Builder, it is a live platform view and does not currently support white-labeling. In that case, the best alternative is to recreate the data as a Report Builder report using one of the supported types listed above. 🚀 How to White-Label a Technical Report 1. Go to Reports in the left sidebar (URL: /report-builder/projects-list). 2. Select an existing project or click Create New Project to start a fresh report. 3. Choose the report type you want to generate (e.g., Site Audit, Rank Tracker). 4. Go to your Avatar → Agency Settings (White Label Setup) to access branding options. 5. Upload your Agency Logo (recommended size: 200 × 60 px, PNG or SVG). 6. Set your Brand Colors in Agency Settings → Brand Colors using the Primary Color and Secondary Color pickers. 7. Enter your company name and optionally a custom report title for the client. 8. Click Save Branding to apply changes across the report. 9. Preview the report to confirm your branding appears correctly on all sections. 10. Export the report as a PDF or generate a shareable client link with white-label branding active. 💡 Tips for Best Results - Use a transparent-background logo (PNG) to ensure it looks clean on both light and dark report themes. - Reuse branding across projects — once saved, your brand settings can be applied to new reports without re-entering details. - Shareable links respect white-label settings, so clients will never see Search Atlas branding when you share via link. - If you need to report on data from a URL-based platform view, take note of the key metrics and manually build a custom report in Report Builder to keep the white-label experience consistent. ❓ Frequently Asked Questions Can I white-label a report I accessed via a direct URL? Not directly. Reports accessed via specific URLs are live platform views and do not have a white-label export option. Use Report Builder to create an equivalent report that supports full branding. Is white-labeling available on all Search Atlas plans? White-labeling in Report Builder is available on plans that include the Report Builder feature. Check your current plan details in your account settings to confirm access. Can I create multiple brand profiles for different clients? Currently, branding settings are applied at the project level, so you can set unique branding per project to serve multiple clients with different visual identities. 🙋 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.

🗂️ Remove or Archive a Client in Brand Vaults

🔍 Overview Brand Vaults is where Search Atlas stores all your client workspaces. You can remove a client entirely or archive them to keep their data without it appearing in your active list. This article explains exactly where to find Brand Vaults in the platform and how to manage your clients. Important navigation note: Brand Vaults is not located in the left sidebar. It is accessed via the Apps icon in the top-right corner of the platform. If you previously saw a "Brands" option in the sidebar, that location no longer exists — Brand Vaults is the updated replacement. 📍 How to Access Brand Vaults 1. Log in to your Search Atlas account. 2. Look for the More Features icon in the top-right corner of the platform (grid icon, next to your Avatar Menu (👤)). 3. Click it to open the More Features menu. 4. Select Brand Vault from the list of available apps. 5. Your full list of client workspaces will load on the screen. 🗑️ How to Remove a Client Removing a client permanently deletes their workspace and all associated data. This action cannot be undone. Only proceed if you are certain you no longer need the client's data. 1. Access Brand Vaults using the steps above. 2. Locate the client workspace you want to remove. 3. Click the three-dot menu (⋯) or options icon next to the client's name. 4. Select Delete or Remove from the dropdown menu. 5. A confirmation prompt will appear. Read the warning carefully, then confirm the deletion. 6. The client workspace will be permanently removed from your account. Note: If you only want to hide the client from your active view without losing their data, consider archiving instead of deleting. 📦 How to Archive a Client Archiving keeps all of the client's data intact but removes them from your active workspace list. This is useful for paused or seasonal clients. 1. Access Brand Vaults using the Apps icon in the top-right corner. 2. Find the client workspace you want to archive. 3. Click the three-dot menu (⋯) next to the client's name. 4. Select Archive from the dropdown options. 5. The client will move to your archived list and will no longer appear in your active Brand Vaults view. ♻️ How to Restore an Archived Client If you need to reactivate a previously archived client, you can restore them at any time. 1. Open Brand Vaults via the Apps icon (top-right). 2. Look for an Archived filter or tab within Brand Vaults. 3. Select the archived client you want to restore. 4. Click the three-dot menu (⋯) and choose Restore or Unarchive. 5. The client workspace will return to your active list immediately. ⚠️ Common Mistakes to Avoid - Looking in the left sidebar: Brand Vaults is only accessible via the Apps icon (top-right). There is no "Brands" option in the left sidebar — that navigation was part of an older version of the platform. - Deleting instead of archiving: If there is any chance you will need the client's data in the future, always archive rather than delete. - Skipping the confirmation prompt: The deletion warning exists for a reason. Take a moment to confirm you have selected the correct client before finalising. 💬 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.

🏷️ White-Label Reports as PDFs Without Client Accounts

🔍 Overview Search Atlas lets you white-label reports and export them as branded PDFs directly from the Report Builder — no separate client account is required. This guide walks you through finding the white-labeling settings, applying your branding, and downloading a finished PDF to share with clients. 🗺️ How to Navigate to Report Builder If you are having trouble locating the Report Builder or its PDF and white-labeling options, follow these steps exactly: 1. Log in to your Search Atlas account. 2. In the left sidebar, click Reports. 3. You will land on your projects list at /report-builder/projects-list. 4. Open an existing project or click Create New Report to start a fresh one. Important: The PDF export and white-labeling controls only appear inside an open report project. They are not visible on the projects list screen. If you were looking for these options on the list page, that is why they appeared missing. 🎨 How to Apply White-Label Branding Once you have a report project open, apply your agency or brand identity in a few steps: 1. Inside the open report, locate the Settings or Customize panel — typically found in the top-right toolbar of the report editor. 2. Click White Label (or Branding, depending on your plan view). 3. Upload your logo and set your preferred brand colors. 4. Enter your agency name and any custom footer text you want to appear on every page. 5. Click Save to apply the branding to the current report. Your logo and colors will replace all Search Atlas branding throughout the report, making it client-ready without any mention of the underlying platform. 📄 How to Export a White-Labeled Report as a PDF After your branding is saved, export the report: 1. With the report still open, click the Export or Download button in the top toolbar. 2. Select PDF as the export format. 3. Choose whether to export the full report or selected sections only. 4. Click Download and the branded PDF will save to your device. The exported file will carry your white-label logo, colors, and footer on every page — ready to send directly to your client. 📍 How to White-Label Local SEO Reports Local SEO reports follow the same workflow as standard reports: 1. In the left sidebar, click Reports to reach the projects list. 2. Open or create a report project that includes Local SEO data widgets (such as Google Business Profile rankings, local keyword positions, or citation metrics). 3. Apply white-label branding using the steps in the section above. 4. Export as a PDF using the same export flow. There is no separate Local SEO report tool — all report types, including Local SEO, are built and branded inside the unified Report Builder. ❓ Frequently Asked Questions - Do I need to create a client account to white-label a report? No. White-labeling and PDF export work entirely within your own account. Client accounts are optional and serve a different purpose (giving clients direct platform access). - Why can't I see the PDF or white-label options? These options only appear when you are inside an open report project, not on the projects list screen. Open or create a project first. - Can I reuse my branding across multiple reports? Yes. Once you save your white-label settings, they can be applied to new reports without re-uploading assets each time. - Is there a limit to how many reports I can export? Export limits depend on your subscription plan. Check your plan details under account settings for specifics. 💬 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.

🏷️ White-Label Branding: What Gets Customized and What Stays as Search Atlas

✅ What white-label branding changes - Login page — your logo and brand colors replace Search Atlas branding - Registration page — same as login - Email communications — sent from your white-label domain - Custom domain URL — clients access the platform through your branded URL 🔒 What stays as Search Atlas inside the dashboard The admin dashboard interior retains some Search Atlas elements: - Purple accent color in the admin interface — the interior UI colors (header, sidebar, buttons, and text highlights) remain fixed to the default Search Atlas theme - The OTTO bot name (appears as "OTTO" not your custom name) - Search Atlas support links in some areas This is expected behavior — full interior dashboard color rebranding is not yet available across the platform. Support for customizing interior dashboard colors is being rolled out module by module: it is already live for the Reports module, while customization for other areas (Home page, Authority, Content, Site Metrics, and Smart Ads) is still in development. There is currently no single setting that recolors the entire interior dashboard. ⚙️ How to set up white-label branding 1. Click the apps-grid icon in the header → More Features → Agency Hub (Set up your Agency's White Label) 2. Upload your logo and set your brand colors 3. Configure your custom domain 4. Invite clients through your white-label domain URL 📊 Shared reports and white-label When sharing reports with clients, always generate and share them while logged into your white-label domain, not through dashboard.searchatlas.com. Reports shared from the SA domain will show SA branding.

🏷️ White Label Platform: Client Access, Capabilities & Scope

🔍 Overview Search Atlas offers a white label solution that lets agencies present the platform under their own brand. Before setting up client access, it helps to understand exactly what your clients will see, which tools are available to them, and where Search Atlas focuses its feature set. 🎨 What Agency Clients See and Access When you enable white labeling, each client gets their own child account and logs in to a branded dashboard that displays your agency's logo, color scheme, and domain — with no Search Atlas branding visible. A client sees only the projects that belong to their own child account. There is no way to assign one of your agency's existing projects to a client, and a client cannot see projects that belong to your agency account or to another client's account. If a client needs a project, create it inside that client's child account. What you control per client is which tools are available across their whole account. In Agency Hub, open the client and choose Customize. From there you can set the account Status (Active or Disabled), the Plan, and the Access Permissions toggles: AI SEO, Site Metrics, Local, Content, Keywords, Reports, Authority, and Social. A tool you turn off is hidden for that client. Clients also cannot see your agency-level billing settings. 📋 Plan Requirements for White Label Access White label functionality is available on qualifying plans. The specific plan tier required, as well as the full scope of customization options available at each level, may vary. To confirm which plan includes white label access and what agency-tier features are unlocked for your account, check your current plan details in your account settings or reach out via the chat widget for clarification. 🌐 Search Atlas Feature Scope: SEO-First Platform Search Atlas is purpose-built as an SEO platform. Its core strengths are keyword research, rank tracking, technical audits, content optimization, and link intelligence. It is important to set accurate expectations with clients about what falls inside and outside the platform's scope. If you are unsure whether a specific feature or capability is available under your white label setup, the best approach is to test it within your own agency account first before presenting it to clients. This ensures clients receive accurate information about what tools are accessible to them. 🛠️ Setting Up and Managing Client Access To set up white label client access, log in to your Search Atlas account and go to More Features → Agency Hub. From there you configure your branding and create the client account with the client's name and email. The client receives access through your White Label portal URL rather than the main Search Atlas URL. Once the account exists, use Customize on that client to set their plan and the tool access described above. 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 Modify Your White Label Dashboard URL

🌐 What Is the White Label Dashboard URL? When you enable white labeling in Search Atlas, your clients access their SEO dashboard through a custom URL — for example, dashboard.yourbrand.com. This URL can be fully customized to match your agency's brand. This article walks you through how to modify or update that URL. ⚙️ Before You Begin Make sure you have the following ready before making any changes: - A custom domain or subdomain you own and control (e.g., dashboard.youragency.com) - Access to your domain's DNS settings through your domain registrar (e.g., GoDaddy, Namecheap, Cloudflare) - Admin access to your Search Atlas account 🛠️ Step 1: Navigate to White Label Settings 1. Log in to your Search Atlas account. 2. Click the apps-grid icon (More Features) in the header. 3. Choose Agency Hub (Set up your Agency's White Label). 🔗 Step 2: Enter Your Custom Dashboard URL 1. Find the field labeled Dashboard URL or Custom Domain. 2. Type in the subdomain or domain you want to use — for example, dashboard.youragency.com. 3. Save your changes by clicking Update or Save. Note: Use a subdomain (e.g., dashboard.yourdomain.com) rather than a root domain for easier DNS configuration and compatibility. 📡 Step 3: Configure Your DNS Settings After saving your custom URL in Search Atlas, you need to point that domain to Search Atlas servers using a CNAME record in your DNS settings. 1. Log in to your domain registrar or DNS provider. 2. Navigate to the DNS Management or DNS Records section. 3. Add a new CNAME record with the following details: - Host / Name: The subdomain prefix (e.g., dashboard) - Points to / Value: The CNAME target provided by Search Atlas in your white label settings - TTL: 3600 (or your registrar's default) 4. Save the DNS record. Important: DNS changes can take anywhere from a few minutes to 48 hours to fully propagate. This is controlled by your domain registrar, not Search Atlas. ✅ Step 4: Verify Your Custom URL Is Working 1. After DNS propagation, open a browser and navigate to your custom URL (e.g., dashboard.youragency.com). 2. You should see your white label client dashboard load correctly with your branding. 3. If it does not load immediately, wait a few more hours for full DNS propagation and try again. 🔄 How to Change an Existing Dashboard URL If you need to update a URL you previously set up — for example, if your agency rebranded — follow these steps: 1. Return to the White Label Dashboard settings in Search Atlas. 2. Clear the existing URL and enter your new custom domain or subdomain. 3. Save your changes. 4. Update the CNAME record in your DNS provider to reflect the new subdomain if it has changed. 5. Remove any old CNAME records that are no longer needed to avoid conflicts. Note: Existing client links using the old URL will stop working once you switch to a new one. Notify your clients of the updated dashboard URL before making the change. ⚠️ Common Issues and Fixes - Dashboard URL is not loading: DNS propagation may still be in progress. Wait up to 48 hours before troubleshooting further. - SSL/HTTPS errors: Search Atlas automatically provisions SSL for your custom domain. If you see a certificate error shortly after setup, wait 15–30 minutes and refresh. - CNAME conflict: If your domain already has an A record or another CNAME for the same subdomain, remove it before adding the new CNAME record. - Incorrect CNAME target: Double-check that the value in your DNS record exactly matches the CNAME target shown in your Search Atlas white label 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.

🎨 Customize White-Label Report Colors and Branding

🗺️ Overview Search Atlas white-label reports let you present SEO data under your own brand. A common question is whether you can change the default dark background to white and apply a custom header color. This article explains what is currently available and what is coming soon. ⚙️ Where White-Label Settings Live All white-label configuration is managed in one central location: 1. In the header, click the apps-grid icon and select More Features. 2. Select Agency Hub. You will land on the /agency-settings page. 3. From here you can access White Label Setup and Settings to manage your branding. Report generation itself is handled separately via Reports in the left sidebar (/report-builder/projects-list), where you can create, refresh, download, and schedule automated email reports. 🎨 Current Background and Header Color Options At this time, white-label report styling is tied to the brand assets you configure in your More Features → Agency Hub (Set up your Agency's White Label) settings. Here is what you can do today: - Logo: Upload your agency or client logo so it appears in report headers. - Brand assets: Uploaded brand assets are rendered in the Report Viewer and included in PDF exports. - Dashboard colors: Custom dashboard color settings are supported for white-label accounts. If your reports are currently displaying a dark or black background, this reflects the default report theme. A full color-picker for report backgrounds and header colors is not yet available as a self-serve control in the UI. 🚀 What Is Coming Soon The Search Atlas product team is actively building expanded branding controls for white-label reports. Upcoming features include: - Background color selector — switch from the default dark theme to white or any custom color. - Header color customization — apply your brand's primary color to report headers. - Brand Vault selector with live preview — choose saved brand profiles and see changes in real time before publishing. - Per-report branding override panel — apply unique branding to individual reports directly inside the report editor. These features are currently in development and will be rolled out progressively. No action is required on your end — updates will appear automatically in your account once released. ✅ Best Practice in the Meantime While full color customization is being built, you can still deliver polished, on-brand reports by following these steps: 1. Go to More Features → Agency Hub and complete all fields under White Label Setup, including your logo and any available color fields. 2. Navigate to Reports in the left sidebar and create or open an existing report. 3. Use the Download .CSV or PDF export option to share reports with clients — your uploaded brand assets will appear in the exported output. 4. Set up Automated email reports so clients receive branded reports on a schedule without manual effort. 💡 Tips - Keep your logo file high-resolution and on a transparent background so it looks sharp on any report theme. - Check More Features → Agency Hub (Set up your Agency's White Label) regularly — new branding controls will appear there as features are released. - If a client needs a white-background report urgently, exporting to PDF and adjusting in a design tool is a reliable interim workaround. 🆘 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.

🔍 Extending Your Trial and Evaluating White-Label

🧭 Overview Many customers want to explore Search Atlas fully — including the Agency White-Label tools — before upgrading to a paid plan. This article explains how trial extensions work, which plan unlocks white-label access, and how to make the most of your evaluation period. ⏱️ How the Trial Works All new Search Atlas accounts start with a free trial period. Here is what you need to know about how it is structured: - The default trial gives you access to core Search Atlas features so you can explore the platform before committing. - Trials can be upgraded to a PRO plan and extended to a full 7 days — giving you complete access to evaluate the platform, including White-Label features. - The 7-day extended trial is designed specifically so you can test premium and agency-level tools without being rushed. 🏷️ What Is Included in White-Label The Agency White-Label suite lets you present Search Atlas tools under your own brand. White-Label features are available on the PRO plan and above. Once your account is on a PRO trial or paid plan, you will be able to access the Agency White-Label section of the platform and explore the full range of branding and agency tools available. 🚀 How to Request a Trial Extension If you would like your trial upgraded to PRO and extended to the full 7 days so you can properly evaluate White-Label features, follow these steps: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type human teammate to be connected with a member of our team. 4. Let them know you would like to upgrade your trial to PRO and extend it to 7 days to evaluate White-Label features. Our team will review your request and get your trial extended so you have the full time needed to explore everything before making a decision. 💡 Tips for Making the Most of Your Evaluation To evaluate White-Label effectively during your extended trial, we recommend taking time to explore the Agency White-Label section of the platform once your PRO access has been activated. This will give you a clear picture of the branding and agency tools available before you decide on a plan. 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.

🌐 Configuring Cloudflare DNS for Search Atlas Whitelabel

🔍 Overview If your whitelabel analyzer widget is showing missing logos or test leads after a recent platform update, the root cause is almost always an incomplete or misconfigured DNS setup in Cloudflare. This article walks you through the general steps to create the correct CNAME record, disable Cloudflare's Proxied mode, and verify that everything is propagating correctly. ⚙️ What You Will Need - Access to your Cloudflare account with permission to edit DNS records - Your whitelabel domain (the domain you use for your branded Search Atlas dashboard) - Your Search Atlas account with whitelabel already enabled - The specific subdomain name and CNAME target value provided to you by the Search Atlas support team 📋 Step 1: Create the CNAME Record in Cloudflare 1. Log in to your Cloudflare account and select the domain you are using for your whitelabel dashboard. 2. Navigate to DNS in the left-hand sidebar, then click Records. 3. Click Add record. 4. Set the record Type to CNAME. 5. In the Name field, enter the subdomain name provided to you by the Search Atlas support team. 6. In the Target field, enter the CNAME target value provided to you by the Search Atlas support team. 7. Leave the TTL set to Auto. 8. Do not save yet — continue to Step 2 before confirming. 🚫 Step 2: Disable Cloudflare Proxied Mode This is the most commonly missed step. When the Proxied setting is enabled (shown as an orange cloud icon), Cloudflare intercepts traffic and routes it through its own network. This breaks the connection between your whitelabel subdomain and the Search Atlas platform. 1. In the same Add record panel, locate the Proxy status toggle. 2. Click the toggle so the icon changes from an orange cloud (Proxied) to a grey cloud (DNS only). 3. Confirm the status reads DNS only. 4. Click Save to create the record. If you already saved the record with Proxied mode enabled, click the Edit icon next to the existing CNAME record, switch the proxy status to DNS only, and save again. ⏱️ Step 3: Wait for DNS Propagation After saving the record, DNS changes need time to propagate across the internet. Allow some time for propagation to complete before testing your whitelabel setup. If you are unsure whether propagation has completed, contact our support team for assistance. 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.

🏷️ Whitelabel Reports for Existing Customer Accounts

🎯 Clearing Up a Common Misconception Whitelabel reports in Search Atlas are not limited to onboarding new clients. The feature works fully for existing customer accounts too. If you signed up to the Pro plan to brand reports for clients you already manage, you are in exactly the right place — no changes to your plan are needed. This article walks you through how to apply whitelabel settings to reports for your current clients and points you to a step-by-step video walkthrough. 📹 Video Walkthrough Before diving into the written steps, we recommend watching the Loom tutorial that covers the full whitelabel reports workflow, including use with existing accounts: Watch the Whitelabel Reports Tutorial. 🗂️ Where to Find the Reports Section To access the report builder, navigate using the left sidebar: 1. Click Reports in the left sidebar. 2. You will land on the Projects List page (/report-builder/projects-list), where all your existing and new report projects are managed. ⚙️ Applying Whitelabel Branding to an Existing Client's Reports Follow these steps to enable whitelabel branding for a client account you already have in the platform: 1. Go to Reports in the left sidebar to open the Projects List. 2. Locate the report project associated with your existing client. If you have not yet created a report project for that client, click + Create (Reports → Report Builder) and assign it to the correct client account. 3. Click your Avatar in the top right, then go to Agency Settings (White Label Setup) to access branding options (Upload Agency Logo / Brand Colors / Favicon / AI Assistant Branding). 4. Upload your agency logo and set your brand colours to replace Search Atlas default branding. 5. Enter your client-facing agency name and any custom domain or subdomain details if applicable. 6. Save your branding settings. All reports generated within this project will now display your whitelabel branding. 7. Generate or refresh the report to confirm the branding is applied correctly before sharing it with your client. These steps apply identically whether the client account was created yesterday or months ago. There is no separate workflow for new versus existing clients. ✅ What Whitelabel Reports Covers Once whitelabel branding is configured, the following elements reflect your agency identity rather than Search Atlas branding: - Logo displayed in report headers - Colour scheme throughout the report - Agency name shown to your client - Any shareable report links, depending on your plan settings ❓ Frequently Asked Questions Do I need to recreate a client account to enable whitelabeling? No. Whitelabel settings are applied at the report project level, not the account level. You can brand reports for any existing client without touching their account setup. Will previously generated reports update automatically? Branding changes apply to newly generated or refreshed reports. If you shared a report link previously, regenerate the report after saving your branding settings to ensure the updated branding is visible. Is whitelabeling available on my current plan? Whitelabel reports are included in the Pro plan. If you are on Pro and cannot see the branding options, try refreshing the page or clearing your browser cache. If the options are still missing, contact support using the chat widget below. 💬 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.

🎨 White Label Dashboard Color Limitations Explained

📋 Overview of White Label Branding When you enable white label branding for your Search Atlas account, your custom brand color replaces the default Search Atlas purple on the login and registration pages. This helps create a seamless experience for your clients when they first access the platform. However, there are current limitations on where your custom color appears once users are logged into the dashboard. 🔒 Where Custom Colors Apply - Login page - Registration page These are the only pages where your white label brand color fully replaces the Search Atlas purple. 📊 Dashboard and Report Limitations After logging in, the following elements retain the Search Atlas purple color regardless of your white label settings: - Left sidebar navigation in the dashboard - Generated reports - Other dashboard interface elements This is a known platform limitation. The purple color will stay in the left side menu navigation for the dashboard, and reports will continue to use Search Atlas branding colors. 👥 Admin vs Client View Differences As an agency admin, you may see a mix of Search Atlas branding and your white label branding throughout the platform. This is expected behavior. Your clients will also see the Search Atlas purple in the dashboard navigation and reports, even though they access the platform through your white labeled login page. 🛠️ Platform Name Customization While color customization is limited, you can customize the platform name that appears in place of "Search Atlas" (for example, changing "OTTO" to your preferred replacement name). This name change applies across the platform where the Search Atlas brand name would normally appear. 🚀 Future Improvements Engineering tickets are currently open to add custom dashboard color support for white label accounts across multiple modules including Home Page, Authority, Smart Ads, and Local. These features are in development but do not have confirmed release dates. 💡 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.

🏷️ Remove White-Label Add-Ons and Manage Charges

Overview The white-label add-on is an optional subscription that lets you brand Search Atlas reports and tools with your own logo and domain. If you no longer need this feature, you can remove it from your plan. This article explains how to approach cancelling the add-on and what to expect regarding billing. What Is the White-Label Add-On? The white-label subscription is a paid add-on separate from your core Search Atlas plan. It unlocks features such as: - Custom branding on client-facing reports - A branded domain for your workspace - White-labeled dashboards shared with clients Because it is billed as a standalone add-on, it appears as a separate line item on your invoice. How to Remove the White-Label Add-On To cancel the white-label add-on, click your avatar in the top-right corner and select Billing (tabs: Plans & Top-ups, Services, Invoices, Activity Log). Look for the add-ons or extras area where your active add-ons are listed, and follow the on-screen options to cancel or remove the white-label subscription. If you are unable to locate the cancellation option within your account settings, please reach out to our support team directly so they can remove the add-on on your behalf and review any associated charges. Understanding Unexpected Charges If you noticed an unexpected charge related to the white-label add-on on your account, it may be due to one of the following common reasons: - Automatic renewal: The add-on may have renewed automatically at the start of a new billing period. - Accidental activation: The add-on may have been enabled unintentionally during a plan change. If you believe a charge was applied in error, attempt to cancel the add-on through your account settings first, then contact our support team to request a review of the charge. When escalating, please have the following ready: - Your account email address - The date and amount of the charge in question - A description of when or how the add-on may have been activated Important Things to Know Before Cancelling - Removing the white-label add-on will disable custom branding features once the cancellation takes effect. - Cancelling the add-on does not affect the rest of your Search Atlas subscription — your core plan, credits, and other features remain active. - Refunds for add-on charges are reviewed on a case-by-case basis by our billing team. 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 Your white-label seat count was increased, either manually or as a result of adding a new client workspace. If you see an unexpected charge — such as a $34 white-label subscription increase — it is most likely tied to a seat or usage adjustment. Once removed, the add-on remains active until end of current billing period, then will not renew.

🏷️ Finding the Agency Whitelabel Settings After Redesign

🔍 Overview Following a recent redesign of the Search Atlas platform, the location of the Agency Whitelabel settings has changed. If you have an agency whitelabel account and cannot find the option in the interface, this article will guide you to the correct location step by step. 📍 Where to Find Agency Whitelabel Settings The Agency Whitelabel option has moved from its previous location. Follow these steps to find it: 1. Log in to your Search Atlas account. 2. Click the apps-grid icon in the header. 3. Select More Features. 4. Click Agency Hub (Set up your Agency's White Label) to open the whitelabel configuration panel. If you do not see the Agency Hub option under More Features, confirm that your account plan includes agency whitelabel access. This feature is only available on eligible agency plans. ✅ What You Can Do in Agency Whitelabel Settings Once you have located the Agency Whitelabel panel, you can manage the following: - Custom branding — Upload your agency logo and set brand colours. - Custom domain — Configure a white-labelled domain for client-facing reports and dashboards. - Client portal settings — Control what your clients see when they log in. - Email branding — Customise automated emails sent to clients so they reflect your agency brand. ⚠️ Common Reasons You May Not See the Button If the Agency Whitelabel option is still not visible after following the steps above, consider the following: - Plan eligibility: Agency Whitelabel is a premium feature. Verify that your current subscription includes it. - User permissions: Only account owners or users with admin-level permissions can access whitelabel settings. Check with your account owner if you have a restricted role. - Browser cache: After a platform redesign, a cached version of the interface may display outdated navigation. Try a hard refresh (Ctrl + Shift + R on Windows or Cmd + Shift + R on Mac) or clear your browser cache and reload the page. - Account type mismatch: If you recently upgraded your plan, log out and log back in to ensure your session reflects the updated permissions. 💡 Quick Tip Bookmark the Agency Whitelabel settings page directly after locating it so you can return to it quickly in the future without navigating through the menu each time. 🙋 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. Additional Notes Why moved: redesign aligned with OTTO V3 launch consolidates account-level controls into top nav bar for easier access from any page, creating cleaner separation between account management (top) and tool-specific features (sidebar). Also: Before/after visual reference noting button moved FROM left-hand sidebar TO top navigation menu bar.

🏷️ White Label Customization Options Explained

What Is White Label in Search Atlas? The Search Atlas white label feature lets agency and reseller customers present the platform under their own brand. This article explains what white label customization covers, what limitations exist around tool renaming, and how to get clarity on your specific account configuration. What White Label Customization Covers Search Atlas offers white label customization options for agency and reseller accounts. These options allow you to apply your own branding so that clients interact with the platform under your agency's identity rather than Search Atlas's. The exact elements available for customization depend on your plan and account configuration. Because the scope of white label options can vary, we recommend confirming the specific capabilities included in your account directly with our team before setting client expectations. Tool Renaming Limitations A common question from agency customers is whether individual tool names within the platform can be renamed. Based on confirmed reports from our support team, tool renaming options have limitations — not all named features or internal tool labels can be individually renamed or hidden. Some interface labels reflect the default platform naming and are not editable through white label settings. If a client notices a tool name and asks about it, you are not required to disclose Search Atlas as the underlying provider. You may describe any such feature as a proprietary tool built into your platform. How to Get Help With Your White Label Setup Because white label configuration details vary by account and plan, the most reliable way to confirm what is and is not available to you is to speak with our support team. When you reach out, have the following ready to help us assist you efficiently: - Your agency account name or email - The specific customization or tool renaming option you are asking about - Any client-facing scenario or expectation you need to plan around Our team can confirm exactly what your account supports and walk you through any configuration steps that apply to your 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.

How to Share Your White Label Landing Page

This article explains how to share your white label landing page with clients, including where to find your shareable link and how to confirm that your portal is set up correctly and visible to recipients. 📍 Where to Find It Navigate to your white label or agency settings area within Search Atlas. This is the central hub for all white label configuration, including your landing page, branding settings, and sharing options. 🛠️ How to Share Your White Label Landing Page 1. Log in to Search Atlas and go to Settings in the main navigation. 2. Locate the White Label or agency settings section. 3. Find the landing page area within your white label settings. This is where your shareable URL for your white label instance is generated. 4. Copy the shareable URL from that area. 5. Distribute the copied link to clients via email, messaging, or your preferred onboarding channel. Clients who visit the link will see your branded portal rather than Search Atlas branding — they do not need a Search Atlas account to view the page. 6. If you want to display pricing on your landing page, look for a pricing option within your white label or landing page settings. Enable it and configure the pricing tiers you want shown before sharing the link. 7. Test the link in a private or incognito browser window to verify that your branding appears correctly and that the page is visible without requiring a login. ✅ Before You Share — Checklist - Confirm that your branding setup is complete: logo, brand name, and custom domain (if applicable) are configured in your white label settings. - Verify that pricing display is enabled if you want clients to see pricing tiers on the landing page. - Preview the page in an incognito window to confirm the branded experience looks correct. 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.

🏷️ White Label Setup and Team Member Access Controls

🔍 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: 1. Log in to Search Atlas and navigate to More Features → Agency Hub (Agency Settings). 2. Locate the White Label section in the Agency Settings menu. 3. Enter your client's details, including their name and email address. 4. Configure the branding options — upload your logo and set your brand colors so the client sees your agency's identity, not Search Atlas. 5. Assign the client access only to the specific projects or reports they need. Do not grant admin-level permissions. 6. 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: 1. Go to Account Settings and open the Team Members section. 2. Click Invite Team Member and enter their email address. 3. Select a permission level that matches their role. Avoid assigning Admin access unless the person genuinely needs full account control, including visibility into billing. 4. For most team members, choose a limited or project-specific role that restricts access to billing, subscription details, and account ownership settings. 5. 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.

🏷️ Plan Customization and White-Label Feature Guide

🗺️ Overview Search Atlas plans are designed to be flexible. You can focus your subscription on the specific tools you need — such as GBP management and heatmaps — and avoid paying for features you don't use. White-label functionality, which lets you brand the platform for your clients, is available on select plans. This article explains how plan customization works and how to activate the white-label platform. 📦 Understanding Plan Tiers and Feature Access Search Atlas offers four main plan tiers: Starter, Growth, Pro, and Agency. The features available to you depend on your current plan: - Starter and Growth: Core SEO tools are included. White-label functionality is not available on these tiers. If you downgrade from a higher tier to Starter or Growth, your white-label configuration will be automatically deactivated. - Pro: Includes access to white-label features along with the full suite of SEO tools. Agency-level features are also enabled on Pro. - Agency: Includes all Pro plan features plus expanded limits and priority support options. 🎛️ Customizing Your Plan Features If you want to focus your plan on specific tools — for example, GBP management and heatmaps only — without paying for SEO add-ons you don't use, follow these steps: 1. Log in to your Search Atlas account. 2. Click your avatar in the top-right, then select Billing (Plans & Top-ups). 3. Review the available add-ons and feature toggles for your current plan tier. 4. Enable or disable specific add-ons based on your needs. Pricing adjusts automatically to reflect only the features you keep active. 5. Save your changes. Your updated plan will take effect immediately. Note: Some features, such as white-label, are only unlockable at the Pro or Agency tier. If a feature appears greyed out, a plan upgrade may be required to access it. 🏳️ What Is the White-Label Platform? The white-label feature allows agencies and resellers to present Search Atlas under their own brand. When white-label is active, your clients log in to a branded version of the platform — displaying your logo, colors, and custom domain instead of Search Atlas branding. White-label is available exclusively on Pro and Agency plans. It is not available on Starter or Growth plans. If your account is downgraded to one of these tiers, any existing white-label configuration will be deactivated automatically. 🚀 How to Activate White-Label Once you are on a Pro or Agency plan, follow these steps to activate and configure your white-label platform: 1. Log in to your Search Atlas account. 2. In the left sidebar, navigate to More Features → Agency Hub (/agency-settings). 3. Enter your custom branding details: upload your logo, set your brand colors, and configure your custom domain. 4. Set up child accounts for your clients under the Customize Customer tab. Assign each client their plan limits and feature access from this tab. 5. Save your configuration. Changes will be reflected on your clients' accounts immediately. Important: If you update a child account's plan from the Customize Customer tab, verify that the changes have saved correctly and are visible on the child account before notifying your client. ⚠️ Common Issues and What to Expect - White-label option not visible: This feature only appears in navigation for Pro and Agency accounts. Upgrading your plan will unlock it. - White-label deactivated after downgrade: If you reduce your plan to Starter or Growth, white-label is automatically turned off. Upgrading again will allow you to reactivate it. - Inconsistent naming in the platform: You may notice the white-label section referred to by slightly different names across menus, tabs, and URLs. This is a known issue being resolved. The feature and its settings are the same regardless of what label appears. - "Atlas Agent" shown under Exclusive Features on non-eligible plans: If you see Atlas Agent listed under white-label child accounts on Starter, Growth, or Pro plans, this is a display issue and does not reflect actual access. This has been corrected in recent updates. 💡 Tips for Getting the Most from Your Plan - Review your active add-ons quarterly to ensure you are only paying for what you actively use. - If you manage multiple clients, consider the Pro or Agency plan to unlock white-label and streamline client delivery. - Use the Customize Customer tab within white-label settings to tailor each client's feature access and usage limits individually. 🙋 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.

🤝 Activate White Label Clients and Assign Projects

🔍 Overview If you've added someone to your white label plan but can't assign them to a project or their plan shows as inactive, you're likely missing one step in the required activation sequence. White label client setup follows a specific order — skipping or reversing any step will block project access. This article walks you through the correct workflow from start to finish. ⚙️ How White Label Client Activation Works Search Atlas requires you to complete client activation before assigning that client to a project. The two actions are linked, but they must happen in the right order. Attempting to add a client to a project before their plan is fully activated is the most common reason this workflow fails. The full process has three stages: 1. Add the client to your white label plan 2. Activate their plan inside the White Label dashboard 3. Assign the client to a project 🛠️ Step-by-Step: Complete Client Activation Workflow Follow these steps in order to avoid errors and ensure your client gets full access. 1. From the header, click the More Features (apps-grid) icon and go to Agency Hub (Set up your Agency's White Label). 2. Locate the client you have already added and confirm they appear in your client list. 3. Find the client's row and look for the plan status indicator. If it reads Inactive or Pending, you must activate it before continuing. 4. Click the Activate button (or the toggle) next to the client's name to enable their plan. Wait for the status to update to Active before proceeding. 5. Once the status confirms Active, navigate to the project you want to assign this client to. 6. Inside the project settings, locate the Client Access or Users section. 7. Select the now-activated client from the dropdown list and confirm the assignment. 8. The client will receive access to the project and can log in through your white label portal. 🚫 Common Reasons This Workflow Fails If you're still running into issues after following the steps above, check for these frequent causes: - Plan not activated first: The client must have an Active status before they appear as an assignable user in any project. Inactive clients will not show up in the project user dropdown. - Seat limit reached: Your white label plan has a maximum number of active client seats. If you've hit the limit, you won't be able to activate additional clients until you upgrade your plan or deactivate an existing client. - Pending email verification: If the client has not verified their email address after receiving the invitation, their account may be locked in a pending state. Ask the client to check their inbox, including spam folders, for the verification email. - Incorrect user role: Clients added under the wrong user role may not be eligible for white label project access. Confirm the client was added with the Client role, not an internal team role. - Browser cache: After activating a client, refresh the page before attempting project assignment. A stale page load can prevent the newly activated client from appearing in dropdowns. ✅ Confirming Everything Is Set Up Correctly After completing the workflow, verify the following to confirm the setup is working as expected: - The client's status in your White Label dashboard shows Active. - The client's name appears in the user selection list within the project settings. - The client can log in to your white label portal and see the assigned project in their dashboard. If the client reports they cannot see the project after you have completed all steps, ask them to log out and log back in to refresh their session permissions. 💡 Tips for Managing Multiple White Label Clients - Activate all clients before starting any project assignments to keep your workflow efficient. - Keep track of your available client seats so you're never blocked mid-setup. - Use clear client naming conventions inside the White Label dashboard to avoid assigning the wrong client to a project. 🙋 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.

🏷️ How to Whitelabel Reports for Existing Clients

🔍 Overview White-label reporting in Search Atlas lets you brand reports with your agency's logo, colors, and domain — for any client account, whether they signed up recently or have been with you for years. If the feature feels geared toward new clients, this article will show you exactly where to find and apply whitelabel settings to existing accounts. ⚙️ Step 1 — Open the Report Builder In the left sidebar, click Reports. This takes you to the Report Builder projects list (/report-builder/projects-list), where all your saved report projects are displayed. 👥 Step 2 — Select an Existing Client Project Locate the project tied to your existing client. If you have multiple projects, use the search bar or scroll to find the correct one. Click the project name to open it. 🏷️ Step 3 — Apply Whitelabel Branding Inside the project, look for the Branding or Whitelabel settings panel. Here you can: - Upload your agency logo to replace the Search Atlas logo on all report pages. - Set your brand colors to match your agency's visual identity. - Add a custom sender name and domain so reports appear to come directly from your agency. These settings are applied at the project level, meaning every report generated within that project will carry your branding — regardless of when the client account was created. 📄 Step 4 — Generate and Share the Whitelabelled Report Once branding is configured, generate the report as usual. You can: 1. Download the report as a PDF with your branding applied. 2. Share a live report link — the whitelabel styling will be visible to anyone who opens it. 3. Schedule automated report delivery so existing clients receive branded reports on a recurring basis. 💡 Key Things to Know - Whitelabelling works for all clients — there is no restriction that limits branding to newly created accounts. If you previously created a project for an existing client without branding, you can edit that project and apply whitelabel settings at any time. - Branding is per-project, not per-account — if an existing client has multiple projects, update each one individually. - Plan eligibility — whitelabel report features are available on the Pro plan and above. Confirm your subscription includes this feature under your account settings if you are unsure. 🛠️ Troubleshooting - Agency Settings (White Label Setup) not visible? Confirm you are on a Pro or higher plan. Downgraded accounts lose access to whitelabel options. - Logo not displaying correctly? Use a PNG file with a transparent background, recommended size 300×100 px or similar wide-format dimensions. - Changes not saving? Try refreshing the page and re-applying settings. Make sure you click Save before leaving the Agency Settings (White Label Setup) page. 💬 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.

💡 Understanding Whitelabel Subscription Increase Charges and Credit Requests

📋 Why Whitelabel Subscription Increase Charges Appear Whitelabel Subscription Increase charges occur when a whitelabel agency adds sub-clients or users. Every active billable child account adds to the agency's White Label charge, by default 70% of that child's base plan monthly price. These charges are expected and reflect the expanded usage of your whitelabel account. 🔍 Reviewing Your Charges To verify the charges, log into your Search Atlas account and navigate to the Billing section. Look for line items labeled "Whitelabel Subscription Increase" with the amount $558.60. Each entry corresponds to a specific addition of a sub-client or user on your whitelabel account. 🔁 Duplicate Account Credit Requests If you accidentally created a second whitelabel account (e.g., tools@suncoastinteractive.com) and were charged for it, you may be eligible for a credit. Credits are issued for mistakenly created duplicate accounts that were not actively used. 🛠️ How to Request a Credit 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to connect with a support agent. 3. Provide the email address of the duplicate account and the timeframe of the charges. 4. The agent will review the account activity and apply a credit if the account was created in error and unused. 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.

⬜ White Label Dashboard Client Invitation Guide

Overview When you set up a white label dashboard in Search Atlas, your branded URL (for example, https://nexa-dashboard.growsmallbiz.io/) is designed to work as a client-facing portal. Clients need to have an active account on your portal before they can log in. This article explains what to expect from the white label client invitation and registration workflow. Because the exact navigation steps and button labels for inviting clients can vary depending on your account configuration, the steps below describe the general workflow. If you are unsure where to find the invitation or client management options in your specific setup, please reach out to our team for guidance. How the White Label Registration Workflow Works Clients who visit your white label URL without an existing account will typically be directed to a registration page. This is expected behaviour — clients must complete registration before they can log in. Once a client has created their account, they can return to your white label URL to log in normally. How to Invite Clients to Your White Label Dashboard The recommended way to give clients access is to send them an invitation from within your Search Atlas account. Inviting clients through the platform ensures their account is correctly linked to your white label portal. To locate the client invitation feature, look within your white label or client management settings. When you send an invitation, your client will receive an email containing a registration link tied to your branded portal. What Your Client Needs to Do Share the following steps with your client so they know what to expect: 1. Open the invitation email sent from your white label portal. 2. Click the registration link in the email. 3. Fill in the required details (such as name and password) on the registration page. 4. Complete the account setup as prompted. 5. After registering, they can bookmark your white label URL and use it to log in at any time. Troubleshooting Common Issues If you or your client run into problems, check the following: - Client keeps landing on the registration page instead of the login page: This typically means the client has not yet completed registration. Resend the invitation email and ask them to follow the registration link before attempting to log in. - Client did not receive an invitation email: Ask your client to check their spam or junk folder. If the email is not there, try resending the invitation from your account. - Client registered but cannot log in: Confirm the client is using your specific white label URL and not the main Search Atlas URL. 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.

🔍 Set Up White-Label Domains with GoHighLevel

🔍 Overview Search Atlas allows agencies to host reports and dashboards under a custom branded domain using GoHighLevel (GHL) as the CMS layer. If your white-label domain link is not working, it typically means one or more steps in the DNS or platform configuration are incomplete. This article walks you through the general process for resolving white-label domain issues with GoHighLevel integration. ✅ Before You Begin Make sure you have the following ready before configuring your white-label domain: - Admin access to your GoHighLevel account - Access to your domain registrar (e.g., GoDaddy, Namecheap, Cloudflare) to manage DNS records - Admin access to your Search Atlas account - Your chosen subdomain or root domain (e.g., reports.youragency.com) ⚙️ Step 1: Add Your Domain in GoHighLevel Log in to your GoHighLevel account and locate the domain management area. Add the domain or subdomain you want to use for white-labeling. GoHighLevel will provide DNS records you must add to your domain registrar. Copy these DNS values before proceeding to the next step. 🛠️ Step 2: Update DNS Records at Your Registrar Log in to your domain registrar and navigate to the DNS management section for your domain. Add the DNS record(s) provided by GoHighLevel, using the host/subdomain prefix and target value it specifies. Save your changes and allow time for DNS propagation — this can take anywhere from a few minutes to 48 hours depending on your registrar and TTL settings. Before moving on, confirm that your subdomain resolves correctly to the GoHighLevel target. 🔗 Step 3: Connect Your Domain Inside Search Atlas Once DNS has propagated, you will need to complete the white-label domain configuration inside Search Atlas to activate your branded domain. Log in to your Search Atlas account with admin credentials and locate the white-label domain settings within the platform. Enter the domain or subdomain you configured in GoHighLevel and save your settings. Test your white-label domain link to confirm it loads your branded reports or dashboard without errors. Because the exact configuration steps inside Search Atlas may vary depending on your account setup, our support team can guide you through this process directly. When reaching out, please have the following ready: - Your Search Atlas account email and agency name - The exact domain or subdomain you are trying to connect (e.g., reports.youragency.com) - Confirmation that DNS has propagated, including the target your subdomain resolves to - The exact error message you are seeing and when it first appeared 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 Share Your White-Label Portal

This article explains how to share your white-label landing page with clients and configure pricing settings within the portal. If you have set up a white-label environment and are unsure how to get the shareable link or surface it to your clients, the steps below will walk you through the process. 🛠️ Step-by-Step 1. Access your White-Label settings: Open your account and navigate to the Header apps-grid icon → More Features → Agency Hub (Set up your Agency's White Label). This is where your portal configuration, branding, and sharing options are managed. 2. Confirm your portal is published: Before sharing, verify that your white-label portal is active and published within the Whitelabel settings. If it is not yet published, complete the required branding fields and save your configuration. 3. Locate your shareable link: Once your portal is live, a unique URL or shareable link will be generated for your white-label landing page. Copy this link directly from the Whitelabel settings area. 4. Configure pricing display (optional): If you want to show service pricing to clients on the landing page, look for the pricing or plan display options within the Whitelabel settings section. Enable pricing display if available and enter the pricing details you want clients to see before you share the link. 5. Share the link with your clients: Send the copied portal URL to your clients via a client onboarding document or any communication channel you use. Clients do not need a Search Atlas account to view the white-label landing page. ✅ How to Confirm It Worked 1. Open the copied link in a private or incognito browser window. You should see your branded white-label landing page — not the default Search Atlas interface. 2. Verify that your logo, brand colors, and any custom text appear correctly. 3. If you enabled pricing, confirm that the pricing section is visible and displays the correct figures. 4. If the page does not load, or your branding is missing, return to the Whitelabel settings to check that the portal is published and all required fields have been saved. 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.

🔗 Modify Your White Label Dashboard URL

🌐 Overview Your white label dashboard URL (for example, dashboard.budauthority.com) is configured during initial setup. Unlike most white label settings, the dashboard URL cannot be changed directly from the platform interface — you need to contact the Search Atlas support team to complete the change. This article explains what to prepare so the process is as fast as possible. 📋 Before You Begin Have the following information ready before reaching out. This allows the team to process your request without delays: - Your current white label dashboard URL — the existing URL you want to replace (for example, dashboard.budauthority.com). - Your new desired URL — the exact subdomain or domain you want to use instead (for example, dashboard.newbrand.com). - Confirmation that you own the new domain — you will need access to your domain registrar or DNS provider to complete the switch. - Your Search Atlas account email — so the team can locate your account quickly. 🛠️ How to Request a URL Change Because the dashboard URL cannot be updated from within the platform, you will need to reach out to the support team directly. To submit your request: 1. Log in to your Search Atlas account. 2. Open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with the support team. 3. Share your current URL, your new desired URL, and your account email. 4. The team will confirm the request and advise you on any DNS or domain configuration steps required on your end. 🔧 Updating Your DNS Records Depending on the guidance provided by the support team, you may need to update your domain settings. The exact steps depend on your domain registrar (for example, GoDaddy, Namecheap, Cloudflare, or Google Domains), but the general process is: 1. Log in to your domain registrar or DNS provider. 2. Navigate to the DNS Management or DNS Records section for your domain. 3. Add or update any DNS record as directed by the Search Atlas team. 4. Save your changes and allow time for DNS propagation, which can vary by provider. 5. Once your DNS changes are in place, let the support team know so they can complete the URL switch on the Search Atlas side. ✅ Confirming the Change Is Live After the support team confirms the change is complete, test your new URL by opening it in a browser and confirming the white label dashboard loads correctly. 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.

✂️ Remove or Customize Sections in White-Label Reports

🗺️ Overview When building a white-labeled report in Search Atlas, you can customize the layout to match exactly what your client expects to see. This article explains how to get started and what to do if you run into trouble. 🔍 Getting to the Report Builder 1. Log in to your Search Atlas account. 2. Click Reports in the left sidebar. 3. Open an existing report project or create a new one. ✂️ Customizing Your Report Layout Inside the report editor, your report is made up of individual content sections. You can customize the layout by interacting with each section directly within the editor. The report builder supports the following types of customization: - Removing a section: Locate the section you want to remove within the report editor and use the available section controls to delete it from the report layout. Removing a section only affects this report project — it does not delete any underlying data from your account. - Reordering sections: Locate the section you want to move and use the available section controls to reposition it to the desired location in the report layout. Because the exact controls and options available may vary depending on your account configuration, our support team can walk you through the precise steps for your specific setup if needed. 📋 What to Have Ready When Contacting Support To help our team assist you as quickly as possible, please have the following information ready: - The name of the report project you are working on - The specific section(s) you are trying to remove or reorder - A description of what you tried and what happened (including any error messages or unexpected behavior) 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.

WordPress Plugin White-Label Setup and Branding

Overview The Search Atlas WordPress plugin can be installed on your clients' websites and configured with your own agency branding. Because the exact navigation paths and field labels for white-label configuration vary by plan and account type, this article explains what to prepare and what to have ready so our support team can walk you through your specific setup quickly. Before You Begin Make sure you have the following ready before starting: - Admin access to the WordPress site where you want to install the plugin - An active Search Atlas account with white-label features enabled on your plan - Your white-label brand name and logo assets prepared in advance Step 1: Install the Plugin on WordPress To install the Search Atlas WordPress plugin on your client's site: 1. Log in to the WordPress admin dashboard for your client's site. 2. Navigate to Plugins → Add New → Upload Plugin. 3. Upload the plugin ZIP file provided by the Search Atlas team, then click Install Now and Activate. Step 2: Connect the Plugin and Configure White-Label Branding Once the plugin is activated, it will need to be linked to your Search Atlas account and configured with your agency branding. The specific steps — including where to locate your connection credentials, where to enter them in the plugin, and where to upload your logo and brand name — depend on your plan and account configuration and are not the same for every user. To get the correct steps for your setup, please contact our support team and have the following ready: - Your Search Atlas account email or username - The WordPress site URL where the plugin is installed - Your current plan or subscription type - Any error messages you see during the connection or configuration attempt - Your white-label brand name and logo file Step 3: Verify the Setup After completing your configuration, confirm that: - The Search Atlas plugin is active and connected on your client's WordPress site with no error messages - Your agency branding appears correctly in the plugin interface visible to your clients - Your client's site data is flowing into your Search Atlas account as expected 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.

🔗 Whitelabel Login URL and Client Invitation Workflow

🔍 Overview Search Atlas supports whitelabel branding, allowing agencies to present the platform under their own domain and brand name. This article explains what to do if your whitelabel login URL stops working and how to get help setting up or managing client invitations through your branded portal. ⚙️ How the Whitelabel Login URL Works When you set up whitelabel in Search Atlas, you are assigned a custom login URL tied to your agency's branding (for example, app.youragency.com). This URL allows you and your clients to log in and use the platform without any Search Atlas branding visible. Your whitelabel login URL is separate from the default Search Atlas login page. Clients you invite will access the platform exclusively through your custom URL. 🛠️ What to Do If Your Whitelabel URL Stops Working If your whitelabel login URL is no longer accessible, there are a few general things to check before reaching out to support: - Check your DNS settings. Your custom domain must have the correct DNS records pointing to the Search Atlas platform. If your DNS was recently changed or your domain was renewed, propagation can take time. - Verify your domain is still active. Confirm that your custom domain has not expired with your domain registrar. - Clear your browser cache. Cached data can cause a URL to appear broken. Try opening the URL in an incognito window or a different browser. If none of the above resolves the issue, please reach out to our support team with your agency name, the custom domain URL that is not working, and any error message you are seeing so we can investigate on the backend. 👥 How to Invite Clients to Your Whitelabel Platform Client invitation through the whitelabel portal is configured inside your agency account settings. Because the exact navigation steps and available options depend on your specific whitelabel setup, we recommend contacting our support team directly for guided assistance with: - Locating the client invitation area within your agency account - Sending invitations so clients receive a link to your branded portal - Understanding what access levels or project visibility options are available for invited clients When you reach out, please have your agency account email and your custom whitelabel domain ready so our team can assist you quickly. 💡 Tips for a Smooth Whitelabel Experience - Keep your domain registration up to date to avoid unexpected URL outages. - Test your whitelabel URL in an incognito window after any DNS or domain changes. - If a client reports they cannot access your branded portal, ask them to try a different browser or clear their cache before escalating. 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.

⚡ White-Label Client Account Transition: Data Preservation Guide

Overview When transitioning a client from a direct OTTO Starter seat to an account managed through your white-labeled portal, questions often arise about whether existing data, reports, and project history will be preserved. Because the specifics of this process depend on your account configuration and may require backend assistance from our team, this article explains what to prepare so our team can help you as efficiently as possible. What to Have Ready When Contacting Support White-label client account transitions and data preservation requests require our support team to review your account directly. To help us assist you as quickly as possible, please have the following information ready before reaching out: - Your agency account name and the email address associated with it. - The client's registered email address on their current direct OTTO Starter seat. - The name of your white-label portal (if already configured). - A description of what you need preserved or migrated — for example, any reports, projects, or other data associated with the client's account. - Whether the client's original direct seat is still active, since seat status may affect available options. 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.

🔧 Remove White Label Setup and Custom Domain

🧼 Remove Visible Branding Yourself You can clear most White Label elements directly in the platform without contacting support. 1. Go to the apps-grid icon in the header → More Features → Agency Hub (Set up your Agency's White Label). 2. Open the White Label tab. 3. Click Remove next to your custom logo, favicon, and background image. 4. Clear the Custom OTTO Name field. 5. Clear the Tracking Label field. 6. Reset Brand Colors to defaults using the reset button next to each color picker. 7. Save your changes. 🌐 Request Custom Domain Removal The custom domain involves backend infrastructure that our team must disable for you. DNS records you added will stop working once we remove the backend routing. 1. Open the chat widget in the bottom-right corner of the platform. 2. Type human teammate to connect with our team. 3. Request removal of your White Label custom domain. 4. Our specialized team will handle the backend disablement. 📋 What Happens After Removal - Your reports and dashboards revert to Search Atlas branding. - Custom domain URLs no longer resolve. - OTTO pixel tracking uses the default Search Atlas domain. - Client-facing links update automatically. 💡 Need Further 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.

🛠️ Customize Your White-Label Login Page Text

🔍 Overview Some agency users on Search Atlas have asked about customizing or removing the text displayed on their white-label login page — for example, editing a headline or subheadline visible to clients on the login screen. This article explains what to expect and how to get help with this request. ⚙️ About This Feature White-label login page text customization is a feature available to agency-tier plan users. If you are looking to change, remove, or personalize the text shown on your client-facing white-label login screen, this is a recognized request that our team can assist with directly. At this time, the exact steps to configure login page text may vary depending on your plan, your account setup, and any recent platform updates. Rather than following unverified navigation steps, we recommend contacting our support team directly so an agent can confirm the correct current process for your specific account and guide you through it. ❗ Before You Reach Out To help our team resolve your request as quickly as possible, please have the following information ready: - Your white-label domain URL: The custom domain you have configured for your agency login page. - A description of what you want to change: For example, which text you want to edit or remove (e.g. the headline, subheadline, or other visible text on the login screen). - Your current plan: Confirm you are on an agency-tier plan, as white-label features are only available at that level. - Any error messages or screenshots: If you have already attempted to make changes and encountered an issue, include the exact error message and a screenshot if possible. 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.

🏷️ Which Search Atlas Reports Support White-Labeling

🔍 Overview Not every report in Search Atlas supports white-labeling out of the box. This article explains which reports can be white-labeled, which cannot, and how to use Report Builder as the recommended solution for delivering fully branded reports to your clients. 📋 White-Label Support by Report Type Use the list below to quickly identify whether a report supports white-labeling. - Report Builder (Custom Reports) — ✅ Full white-label support. You can apply your agency branding when building a custom report. - Site Audit — Issues Page (public URL) — ❌ Not white-labelable. The shareable public URL for Site Audit issues displays Search Atlas branding and cannot be customized. - Other technical reports — Not white-labelable as standalone exports. Use Report Builder to include that data in a branded report instead. Summary: Report Builder is the only feature in Search Atlas that produces fully white-labeled, client-ready reports. ⚠️ Important Note on Site Audit Public URLs When you share a Site Audit report using the public shareable link, that page is hosted by Search Atlas and displays Search Atlas branding. There is currently no option to apply white-label settings to this URL. If you need to share Site Audit findings with a client under your own brand, the correct approach is to recreate that report inside Report Builder. 🛠️ How to White-Label a Report Using Report Builder Report Builder lets you combine data from multiple sources into a single branded report. Follow these steps: 1. In the left sidebar, navigate to Reports to open Report Builder. 2. Create a new report or open an existing one. 3. Select the client project you want to report on. 4. Use the template editor to add the data sections you need. 5. Apply your agency branding using the available branding options in the report editor. 6. Preview the report to confirm branding is applied correctly. 7. Share or export the finished report to deliver it to your client. 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.

🌐 Whitelabel DNS Configuration for Webflow Sites

Overview When onboarding a whitelabel domain hosted on Webflow, you may need to add specific DNS records so Search Atlas can verify ownership and route traffic correctly. Misconfiguring or missing these records is a common cause of the "domain is unreachable" error during onboarding. Because the exact DNS record types, values, and navigation steps required depend on your specific whitelabel configuration, our support team will need to confirm the correct records for your setup. The steps below explain what to have ready so we can resolve this quickly. Before You Contact Support To help our team assist you as efficiently as possible, please gather the following information: - The whitelabel subdomain you are trying to configure (for example, app.yourdomain.com). - Confirmation of whether your domain's DNS is managed directly through Webflow or through an external registrar (such as GoDaddy, Namecheap, or Cloudflare). You can check this by running a WHOIS lookup on your domain and reviewing the Name Servers field. - A description of the exact error message you are seeing (for example, "domain is unreachable") and at what point in the onboarding flow it appears. - Any DNS records you have already added, including their type, name/host value, and destination value. What to Expect Once you contact our team, a support agent will review your whitelabel configuration and provide you with the exact DNS record types and values you need to enter in your DNS provider's control panel. DNS changes can take time to propagate globally — typically anywhere from a few minutes to 48 hours — so please allow time after making changes before retesting. 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.

🏢 Multi-Site Agency Account Management in Search Atlas

🗂️ Overview Search Atlas is built to support agencies managing multiple client websites from a single account. Instead of juggling separate logins, you can organize every client site as its own Project within one account, keeping data, settings, and team access cleanly separated. This article covers account structure, plan considerations, project organization best practices, and the five core SEO pillars you can action directly inside Search Atlas. 🏗️ How Multi-Site Management Works Each website you manage lives inside a dedicated Project. Projects act as containers — they hold that site's tracked keywords, reports, audits, backlink data, and settings independently from every other client. Nothing bleeds across projects unless you explicitly share it. To create a new project, go to Left sidebar → Home → Classic and select Create a Project (Home | searchatlas.com). Repeat this step for every client website. You can create and switch between projects at any time from the Home dashboard. 👥 Adding and Managing Team Members You can invite team members and assign them roles at the account level. Go to Top-right corner (avatar) → Team Members to manage your roster. Available actions include: - Add member — invite a colleague or client by email. - Viewer — standard access with limited administrative controls. - Admin — full account access including billing and settings. - Deactivate / Activate — suspend or restore access without deleting the user. Assign the Admin role only to trusted internal teammates. Use the Viewer role for clients or contractors who need visibility into specific work without account-level control. 📋 Plan Limits and Scaling Your Account The number of projects, tracked keywords, and users available to you depends on your current plan. Before onboarding a new client, confirm your plan allows for an additional project. To review or upgrade your plan, go to Top-right corner (avatar) → Billing → Plans & Top-ups tab and select Manage Subscription or Change Plan. You can also add payment methods here to keep billing uninterrupted as your agency grows. If you are approaching your project or keyword limit, upgrading your plan before creating new projects prevents data gaps for existing clients. ⚙️ Account-Level vs. Per-Project Settings It is important to understand which settings apply across your whole account and which apply only to a single project. - Account-level settings — Team member roles, billing, plan selection, and integrations such as Publisher Exchange apply to the entire account and affect all projects. - Per-project settings — Target domain, tracked keywords, site audit configuration, competitor tracking, and reporting schedules are set individually inside each project and do not affect other clients. Always switch to the correct project before making changes to avoid accidentally editing a different client's configuration. 🔍 The 5 Key SEO Pillars and Where to Action Them Once your projects are structured correctly, Search Atlas gives you dedicated tools for each core area of SEO. Here is how each pillar maps to the platform: 1. Technical SEO — Run a site audit from within your project to surface crawl errors, broken links, missing meta tags, slow pages, and indexability issues. Fix flagged items in priority order, as technical health is the foundation everything else builds on. 2. Content — Use the Content tools to research topics, audit existing pages for relevance and depth, and optimize on-page elements like headings, word count, and keyword usage. Every content recommendation is scoped to the project's target domain. 3. Authority — Authority is built over time through consistent content quality and the credibility signals search engines pick up from your backlink profile and brand mentions. Use Search Atlas to monitor your Domain Rating trend per project. 4. Backlinks — Access backlink analysis per project to review your current link profile, identify toxic links, and spot gap opportunities against competitors. To explore link-building opportunities, go to Left sidebar → Authority → Link Building Exchange. 5. UX Signals — Search engines factor in how real users experience your pages. Use site audit and page-level data within each project to identify issues that hurt engagement, such as slow load times, poor mobile usability, and high-bounce page structures. ✅ Best Practices for Agency Project Organization - Name each project clearly using the client's brand name or domain so your team can identify it instantly. - Set up keyword tracking immediately after creating a project so you establish a baseline before making changes. - Schedule recurring site audits per project to catch technical regressions early. - Review your plan limits at Billing → Plans & Top-ups every quarter to ensure you have headroom for new clients. - Deactivate team members promptly when a client relationship ends to protect account security. 💬 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.

🏷️ Remove White-Label Subscription Add-Ons and Manage Charges

🔍 Overview White-label subscription add-ons allow you to offer Search Atlas tools under your own brand to clients. If you no longer need this feature, you can remove the add-on directly from your account settings. This article walks you through the removal process and explains how associated charges are applied. 🧾 Understanding White-Label Subscription Charges White-label subscription add-ons are billed separately from your core Search Atlas plan. Charges appear when: - You originally added a white-label subscription to your plan. - Your white-label seat count was increased, either manually or as a result of adding a new client workspace. - A billing cycle renewed with the add-on still active. If you see an unexpected charge — such as a $34 white-label subscription increase — it is most likely tied to a seat or usage adjustment during your current billing period. Removing the add-on will prevent future charges from accruing. 🗑️ How to Remove a White-Label Subscription Add-On 1. Log in to your Search Atlas account. 2. Click your Avatar Menu (👤) or account name in the top-right corner of the platform. 3. Select Billing or Subscription from the dropdown menu. 4. Scroll to the Add-Ons section of your current plan. 5. Locate the White-Label Subscription add-on. 6. Click Remove or Cancel Add-On next to the white-label item. 7. Confirm the removal when prompted. You will see a confirmation message indicating the add-on has been removed from your plan. Once removed, the white-label subscription will remain active until the end of your current billing period, after which it will not renew and no further charges will apply. ⚠️ What Happens After Removal Before removing your white-label subscription, keep the following in mind: - Client workspaces: Any client-facing white-label workspaces that are currently active may lose branding customisation or access after the add-on ends. Review your active client workspaces before removing. - Current billing period: You will not receive a prorated refund for the remaining days in your billing cycle unless otherwise stated in your plan agreement. The add-on will simply not renew going forward. - Existing data: Your reports, projects, and account data will not be affected by removing the white-label add-on. 📋 Reviewing Your Active Add-Ons and Charges To get a clear view of all active add-ons and recent charges on your account: 1. Go to Billing from your Avatar Menu (👤). 2. Open the Billing History or Invoice section to see a line-item breakdown of recent charges. 3. Cross-reference the charge date and description to identify which add-on triggered the fee. 4. If you manage multiple client workspaces, check each workspace to confirm whether a white-label subscription is attached to it. You can also review project-level usage by navigating to the left sidebar and selecting Reports (URL: /report-builder/projects-list) to audit which projects are associated with white-label client accounts. 🙋 Frequently Asked Questions - Can I remove the white-label add-on mid-cycle? Yes. You can remove it at any time. The add-on stays active through the end of the billing period and then stops. - Will I be charged again after removal? No. Once removed, the add-on will not renew at the next billing cycle. - What if I don't see a Remove option? The Billing (Plans & Top-ups) page does not include a Remove or Cancel Add-On button. Contact support via the chat widget to have the add-on removed manually. - Can I re-add the white-label subscription later? Yes. You can add it back at any time from the Plans & Top-ups (Add-on) section under Billing. 💬 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.

🏷️ How to Set Up White Label in Search Atlas

🏷️ What Is White Label in Search Atlas? The White Label feature lets agencies brand the Search Atlas platform with their own logo, colours, and domain. This gives your clients a seamless, professional experience under your agency's identity rather than Search Atlas's. 🗺️ How to Access White Label Settings To reach the White Label configuration area, follow these steps: 1. Log in to your Search Atlas account. 2. In the left sidebar, click More Features. 3. Select Agency Whitelabel. You will be taken to the /agency-settings page. From this page you have access to four key sections: White Label Setup, Settings, Site Analysis Lead Capture Widget, and Affiliate Link. ⚙️ Configuring White Label Setup The White Label Setup tab is where you apply your branding. Work through each option below: - Agency Logo: Upload your agency logo. This replaces the Search Atlas logo throughout the platform. - Brand Colours: Set your primary and accent colours to match your agency's visual identity. - Custom Domain: Enter a subdomain (for example, reports.youragency.com) so clients access the platform through your branded URL. You will need to add a CNAME record in your domain's DNS settings pointing to Search Atlas. - Agency Name: Enter the name that will appear across the interface and in automated communications. Once you have filled in all fields, save your changes before moving to the next section. 🔧 Adjusting Additional Settings Click the Settings tab within Agency Whitelabel to control platform-level preferences for your white label environment. These options let you fine-tune what clients can see and interact with inside your branded portal. 📋 Setting Up the Site Analysis Lead Capture Widget The Site Analysis Lead Capture Widget is an embeddable tool you can add to your agency website. It lets prospects run a quick site analysis, generating leads directly for your agency. To configure it: 1. Navigate to More Features → Agency Whitelabel. 2. Click the Site Analysis Lead Capture Widget tab. 3. Customise the widget's appearance and fields to match your brand. 4. Copy the generated embed code and paste it into your agency website's HTML. 🔗 Finding Your Affiliate Link The Affiliate Link tab provides your unique referral URL. Share this link to earn commissions when new customers sign up through your recommendation. ✅ White Label Setup Checklist Before going live with your white label environment, confirm you have completed the following: - Uploaded your agency logo and set brand colours. - Entered and verified your custom domain or subdomain. - Added the required CNAME record in your DNS provider. - Saved all changes in the White Label Setup tab. - Reviewed the Settings tab for any client-facing preferences. - Optionally embedded the Site Analysis Lead Capture Widget on your website. DNS changes can take up to 48 hours to propagate fully. If your custom domain does not appear active immediately, allow time for propagation before troubleshooting. 💬 Need Further Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

💳 White-Label Billing, Ownership Transfer & Downgrades

💡 Overview This article addresses the most common questions around white-label billing charges, removing white-label add-ons, transferring account ownership, and downgrading your plan — all without creating duplicate subscriptions or losing access to your data. 💰 Why Your Bill Is Higher Than Expected If you are on the PRO plan ($399/mo) but are being charged $537.60/mo, the difference is almost certainly caused by an active White-Label add-on attached to your account. This add-on is billed separately on top of your base plan and continues to renew automatically until it is explicitly removed. Common reasons the add-on remains active: - The white-label configuration was set up by a previous account owner and was never cancelled. - Downgrading your plan does not automatically deactivate the white-label add-on (a platform improvement for this is currently in progress). - White-label child accounts linked to your agency hub can prevent clean removal if they are not deactivated first. 🛠️ How to Remove the White-Label Add-On Before the add-on can be removed, any active white-label child accounts must be deactivated. Follow these steps: 1. Log in to your Search Atlas account. 2. Navigate to your Agency Hub and open the Customer Management section. 3. Deactivate or remove each white-label child account listed. If a child account appears un-deletable, do not proceed alone — contact support via the chat widget (see below). 4. Once all child accounts are cleared, go to Settings → Billing and locate the White-Label add-on under your active subscriptions. 5. Select Remove Add-On and confirm the cancellation. Important: Complete this process before your next renewal date to avoid being charged for another billing cycle. 🔄 How to Transfer Account Ownership (Login Email & Stripe Billing) If your account was originally created by a previous owner and you need to transfer both the login credentials and Stripe billing ownership to a new email address, this cannot be done entirely from the self-serve settings. Here is what you can do and what requires support: - Team Members: You can manage team access by going to your avatar in the top-right corner → Team Members (or navigate directly to /settings). Add the new owner as an admin here as an immediate step. - Login email change: Go to Settings → Account to update the primary login email if you have current access to the account. - Stripe billing email transfer: This requires backend verification to protect billing security. Contact support using the chat widget to have a teammate update the Stripe customer record to reflect the new owner's email. Note: A feature to fully convert a white-label child account into an independent parent account is currently under review and is not yet available in self-serve. 📉 How to Downgrade from PRO to Growth Without a Second Subscription You can downgrade your plan without triggering a second subscription by following the correct sequence below. Do not attempt to purchase a new Growth plan before cancelling PRO — this will create a duplicate subscription. 1. Log in and go to Settings → Billing. 2. Review your current plan and confirm the renewal date (e.g., September 26). 3. Remove the White-Label add-on first (see steps above) — leaving it active during a downgrade can cause it to persist on the new plan. 4. Select Change Plan and choose the Growth plan from the options presented. 5. Confirm the downgrade. Your PRO plan will remain active until the end of the current billing period, and Growth will begin at renewal. If the downgrade confirmation appears successful but your plan does not update in the Customer Tab or account dashboard, this is a known display issue. Do not attempt to resubscribe. Contact support to confirm the change was applied correctly on the backend. ⏰ Acting Before Your Renewal Date If your renewal is approaching (for example, September 26), prioritise these actions in order to avoid being charged for another full cycle at the higher rate: 1. Deactivate white-label child accounts. 2. Remove the White-Label add-on from billing. 3. Initiate the plan downgrade to Growth. 4. Confirm ownership transfer details with support if needed. Changes made after the renewal date will take effect in the following billing cycle and charges already processed cannot be automatically reversed — acting early gives you the best outcome. 🙋 Still Need Help? If you encounter an un-deletable child account, a billing discrepancy that persists after removing the add-on, or any issue completing the ownership transfer, our team can resolve these directly. 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.

💼 Pricing Your Managed White-Label SEO Services

🗺️ What This Article Covers This guide helps agency owners set prices for managed white-label SEO services — where you personally take on client work such as technical SEO, Google Business Profile (GBP) management, Google Ads, content, landing pages, conversion tracking, and reporting. This is separate from reselling the Search Atlas platform as software. If you are looking for platform resale or white-label software pricing, please see the White-Label Setup guide under More Features → Agency Hub → White Label Setup. 📦 Understanding the Two Pricing Models Before setting rates, it helps to distinguish the two models: - Software resale (white-label SaaS): You rebrand and resell Search Atlas access to clients. Your margin comes from the difference between your agency plan cost and what you charge the client for platform access. - Managed done-for-you (DFY) services: You personally perform SEO, ads, and digital marketing work on behalf of clients. Your pricing must cover your time, tools, ad spend, and deliverables. The rest of this article focuses on managed DFY service pricing. 🧩 Breaking Down a Full-Service Monthly Package A common agency retainer combines several service lines. Below is a breakdown of typical deliverables and the market rate ranges agencies use in 2024–2026. 🔍 Technical SEO — Site Health Audit and Maintenance This covers crawl error fixes, Core Web Vitals, site structure, indexing, and ongoing health monitoring using tools like the Search Atlas Site Auditor. - One-time setup or deep audit: $300–$800 - Ongoing monthly maintenance: $200–$500/month Factors that raise the rate: large site with thousands of pages, e-commerce complexity, or custom CMS work. 📍 Google Business Profile and Local SEO This includes GBP optimization, category and attribute updates, post scheduling, Q&A management, review response, and local citation building. - GBP setup and optimization (one-time): $150–$400 - Monthly local SEO management: $300–$600/month per location Multi-location businesses typically pay per location or receive a volume discount at 3+ locations. 📝 Content Assets Content pricing depends on volume, word count, research depth, and whether you are writing, editing, or publishing. - Blog post (800–1,200 words): $150–$400 each - Monthly content retainer (2–4 posts): $400–$1,200/month - SEO-optimized service or location pages: $200–$500 each 📣 Google Ads Management Ad management fees are typically charged as a flat monthly fee, a percentage of ad spend, or a hybrid of both. - Flat management fee: $300–$700/month - Percentage of spend model: 10–20% of monthly ad spend - Hybrid (flat + percentage): Common when spend exceeds $2,000/month For a client with $500/month in advertising credit, a flat fee of $300–$400/month for management is typical, since the spend level is relatively small. 🛬 Conversion Landing Page A single, professionally built landing page designed to convert visitors for a specific offer, service, or campaign. - One conversion landing page (design + copy + build): $300–$800 one-time - If offered as part of a recurring retainer, amortize this over 3–6 months or include it as an onboarding deliverable. 📊 Conversion Tracking and Reporting This covers form tracking setup, Google Tag Manager configuration, goal setup in Google Analytics or Google Ads, and monthly performance reporting. - Tracking setup (one-time): $150–$400 - Monthly reporting: $100–$250/month You can use the Search Atlas Report Builder (Left sidebar → Reports) to create automated branded reports and deliver them on a schedule, which reduces your manual reporting time significantly. 💰 Sample Full-Service Monthly Retainer Using the deliverables from this article, here is an example of how an agency might price a complete monthly package for a single local business client: - Technical SEO monitoring: $250/month - GBP and local SEO management: $400/month - Content (2 blog posts): $500/month - Google Ads management ($500 ad spend): $350/month - Conversion tracking and reporting: $150/month - Monthly retainer total: $1,650/month - One-time onboarding (audit + landing page + tracking setup): $1,200–$1,800 This is a mid-market benchmark. Agencies in competitive metros or with strong case studies often charge 20–40% above these figures. Newer agencies or those targeting small local businesses may price 10–20% below. 📐 Pricing Tips for Packaging Your Services - Bundle for simplicity: Clients prefer one flat monthly number over itemized line items. Present a package name (e.g., "Local Growth Plan") with bullet-point deliverables rather than a per-service invoice. - Separate ad spend from your fee: Always make it clear in your contract that the $500 advertising credit goes directly to the ad platform and is not part of your management fee. - Include a minimum term: SEO results take time. A 3- or 6-month minimum contract protects your agency and sets realistic client expectations. - Charge for onboarding: Setup, audits, and landing page builds have real costs. A one-time onboarding fee between $500 and $1,500 is standard and expected by professional clients. - Automate reporting to protect margin: Use the Search Atlas Report Builder to schedule automated email reports so you are not spending unbillable hours on monthly PDFs. 🏷️ White-Label Considerations If you are delivering these services under your own agency brand, make sure your white-label setup is complete before sharing any client-facing reports or dashboards. Go to More Features → Agency Hub → White Label Setup to configure your logo, brand colors, and custom domain. This ensures all Search Atlas-generated reports and tools appear under your agency name, not Search Atlas. 🆘 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.

💼 White Label Reseller Pricing & Margins Explained

📋 Plans That Include White Label White label access is included at no extra charge on two subscription tiers: - Pro – $399/month – designed for growing agencies and consultants. - Agency – $999/month – built for larger teams managing multiple client accounts. Both plans unlock the full white label portal, custom domain, branded reports, and client-facing dashboards. 💰 70% Reseller Billing Model When you resell Search Atlas to your clients, a monthly "Whitelabel Subscription Increase" is added to your agency invoice for each active, non-trial child account. This fee is 70% (by default) of Search Atlas's standard monthly base-plan price for that child's plan — not a percentage of the price you charge your client. 1. You decide the monthly price your client pays (your resale price). 2. Search Atlas charges you 70% of the standard base-plan price for that child's plan. 3. You keep the difference between your resale price and the Search Atlas fee as your margin. Example: If Search Atlas's standard base-plan price for the child's plan is $500/mo, you are billed $350 (70%) for that child. If you sell that seat to your client for $600/mo, you keep $250 margin. 🛠 Client Management Features Your white label portal gives you complete control over client accounts: - Child-account separation – each client gets an isolated workspace with their own data, users, and quotas. - Custom branding – upload your logo, set brand colors, and use a custom domain (e.g., seo.youragency.com). - Consumption auditing – monitor each client's API usage, report generation, and feature consumption in real time. - Role-based access – assign Admin, Editor, or Viewer roles per client workspace. - Automated billing – the 70% per-child fee (based on Search Atlas's standard base-plan price for each child's plan) appears on your monthly agency invoice; no separate invoicing needed. 🧪 7-Day Free Trial New Pro and Agency subscribers can activate a 7-day trial of the white label portal. During the trial you can create test client accounts, customize branding, and verify the billing flow before any charges apply. 🚀 Getting Started 1. Upgrade to Pro ($399/mo) or Agency ($999/mo) in Avatar (top-right) → Billing. 2. Open More Features → Agency Whitelabel (/agency-settings). 3. Configure your custom domain, branding, and client pricing tiers. 4. Invite clients to their dedicated child accounts. 🔍 Quick FAQ - Can I change client pricing later? Yes, you can update your resale price anytime. The 70% Search Atlas fee is based on the standard base-plan price for the child's plan, not your resale price. - Are there per-seat limits? Pro includes up to 10 client seats; Agency includes up to 50. Additional seats are available via quota top-ups. - Do clients see Search Atlas branding? The portal is white labeled under your brand, though a few Search Atlas references can still appear, such as the community link and the support contact on downloaded invoices. 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.

⚙️ Configure Client Portal Access and Project Permissions

Overview Search Atlas lets you create a branded client portal where each client sees only the data you choose to share. The correct way to grant client-level access is through the White Label child account workflow. The older Team & Permissions method is no longer supported for client access and should not be used for this purpose. This article covers two tasks: - Configuring a client portal so clients can only see Google Reviews and Reports. - Understanding that a client only sees projects created in their own child account. Before You Begin Make sure you have the following in place before starting: - A White Label plan active on your Search Atlas account. White Label is required to create client child accounts. - The client's email address ready to use during setup. - At least one GBP project created in the platform. Step 1: Set Up Your White Label Client Portal The White Label portal is where you control your client's branded login experience and permission scope. To get started: 1. Navigate to More Features → Agency Hub (White Label) in your Search Atlas account. 2. If you have not already configured a White Label workspace, follow the on-screen prompts to create one, including any branding options available to you. 3. Once inside your White Label dashboard, locate the area for managing client accounts. 4. Create a new client account by entering the client's name and email address using whatever option is presented in the interface. 5. The client will receive access through your White Label portal URL rather than the main Search Atlas URL. Step 2: Restrict Visibility to Google Reviews and Reports Only After creating the client's child account, configure which sections of the platform they can access. In your White Label dashboard, find the permission or access settings for the client account you created. From there: 1. Review the list of available platform modules or sections. 2. Limit the client's access so that only the following are enabled: - Google Reviews — allows the client to view and monitor their GBP review data. - Reports — allows the client to view any reports you have shared with them. 3. Save or apply your changes using whatever confirmation option is presented. Once configured, the client will only see the Google Reviews and Reports sections when they log in to their portal. All other platform features will be hidden from their view. Step 3: Where the Client's Project Data Comes From There is no project assignment option. A client cannot be linked to one of your agency's existing projects, and they only ever see the projects that belong to their own child account. Create the client's GBP project inside that child account, and it is the only project data they will see. 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.

💳 White-Label Billing, Ownership Transfer & Downgrade Guide

📋 Overview This article covers the most common billing and account management questions for customers using Search Atlas with a white-label configuration. It explains unexpected charges, how to remove the white-label add-on, how to transfer account ownership, and how to downgrade your plan correctly before your next renewal date. 💰 Why Is My Bill Higher Than Expected? If you are on the PRO plan at $399/month but see a charge of $537.60/month, the difference is caused by the White-Label add-on being active on your account. The White-Label add-on is a separate, billable feature that is added on top of your base plan price. Common reasons the add-on may still be active: - It was enabled by a previous account owner and was not removed before ownership changed. - Downgrading your plan does not automatically remove the white-label configuration (this is a known limitation currently being addressed — see the note below). - A white-label child account exists on your account, keeping the add-on in an active state. Known platform behaviour: At this time, downgrading from a PRO or Agency plan to Growth or Starter does not automatically deactivate your white-label configuration. Our engineering team is actively working on auto-deactivation logic for this scenario. Until that change is live, you must manually remove the white-label setup before or alongside your downgrade. 🗑️ How to Remove the White-Label Add-On To stop being charged for white-label, you must remove any active white-label child accounts and disable the white-label configuration on your account. Follow these steps: 1. Log in to your Search Atlas account. 2. Navigate to the White-Label Agency Hub from the left sidebar. 3. Locate any existing white-label child accounts listed under your agency. 4. If a child account cannot be deleted directly, contact support via the chat widget (details at the bottom of this article) — our team can manually detach or convert the child account on your behalf. 5. Once all child accounts are removed, disable the white-label configuration from the same hub screen. 6. Confirm that the add-on no longer appears on your billing summary. Important: If the delete option is greyed out or unavailable for a child account, this is a known issue. Do not create a duplicate account or a second subscription to work around it — contact support instead. 🔄 How to Transfer Account Ownership If the Search Atlas account login email and Stripe billing are registered under a previous owner's details, you will need to update both before you have full control of the account. To transfer ownership: 1. Go to the top-right corner of the platform and click your avatar. 2. Select Team Members (or navigate directly to /settings). 3. Invite the new owner's email address as a team member and assign them the Admin role. 4. Once the new owner has accepted the invitation and can log in, contact support to request the following: - Transfer of the primary login email to the new owner's address. - Update of the Stripe billing contact to the new owner's email. Note: Login email changes and Stripe contact transfers require manual action by our support team for security purposes. You cannot complete this step from the settings panel alone. ⬇️ How to Downgrade From PRO to Growth You can downgrade your plan before your next renewal date to avoid being charged at the higher rate. Follow these steps carefully to avoid accidentally creating a second subscription: 1. First, remove your white-label add-on and child accounts as described above. Attempting to downgrade while white-label is active may result in errors or incomplete plan changes. 2. Go to your Billing & Subscription settings. 3. Select the Growth plan and confirm the downgrade. 4. Do not sign up for a new account or a new subscription — all changes must be made within your existing account. 5. Verify that your new plan and updated billing amount are reflected in your account dashboard before your renewal date. If you need to complete this before a specific renewal date (for example, September 26), we strongly recommend initiating the process at least 48 hours in advance and confirming with support that all changes are saved correctly. ⚠️ Common Mistakes to Avoid - Do not create a second subscription to fix billing issues — this will result in double charges. - Do not downgrade without removing white-label first — the add-on may remain active and continue to generate charges. - Do not assume a plan downgrade cancels the white-label add-on — these are managed separately at this time. 🛠️ Still Need Help? If you are unable to delete a child account, need a login or Stripe email transferred, or want our team to confirm your downgrade before your renewal date, we are here to 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.

📊 Send White-Labeled Weekly Reports to Agency Clients

📋 Overview Search Atlas allows agencies to send fully white-labeled Weekly Wins reports directly to clients. Before you can do this, two prerequisites must be completed: the client's Google Search Console (GSC) account must be connected to the platform, and an admin must approve that connection. Once those steps are done, you can build and schedule branded reports in the Report Builder. ✅ Prerequisites Before Sending Reports The following steps must be completed for each client before white-labeled reports can be generated or sent: 1. GSC account access: You must have access to the client's Google Search Console property. Either the client grants you access as a verified user, or you obtain their GSC credentials to connect the account on their behalf. 2. Connect the GSC account in Search Atlas: The client's GSC property must be added to the platform so their performance data is available for reporting. 3. Admin approval: After the GSC account is submitted for connection, a Search Atlas admin must approve the integration before data becomes available. This step is required and cannot be skipped. Allow time for this approval before expecting data to populate. If the client shown in any email example or existing workspace has not yet had their GSC account connected and approved, reports cannot be generated for that client until these steps are complete. 🔗 How to Connect a Client's GSC Account 1. Confirm you have access to the client's GSC property (either as an added user or via their credentials). 2. Navigate to the relevant client project inside Search Atlas. 3. Follow the GSC connection flow to link the property to the project. 4. Submit the connection and notify your account admin that approval is needed. 5. Wait for admin confirmation that the GSC account has been approved and data is syncing. Once the GSC account is approved and data is available, you can proceed to build and schedule reports. 🎨 How to Set Up White-Labeled Reports in Report Builder 1. In the left sidebar, click Reports. This takes you to the Report Builder projects list (/report-builder/projects-list). 2. Select an existing project or create a new one for the client. 3. Inside the project, open the report you want to white-label, or create a new report. 4. Go to your Avatar → Agency Settings (White Label Setup) and locate the branding options. 5. Upload your agency logo, set your brand colors, and enter the agency name that should appear on the report. 6. Add the client's details to the report where prompted. 7. Select Weekly Wins as the report type (or configure the report sections to reflect weekly performance highlights). 8. Set the delivery schedule to weekly and enter the client's email address as the recipient. 9. Save and activate the schedule. The report will now be sent automatically each week, branded with your agency's identity. 📧 Sending Reports for a Specific Client If you received an email example showing a particular client and want to replicate or send that report to them, work through the following checklist: - Is the client's GSC account connected? If not, complete the GSC connection steps above first. - Has admin approval been granted? Check with your account admin to confirm the GSC integration is approved and data is live. - Is the client project set up in Report Builder? Ensure a project exists for this client in the Reports section. - Is white-label branding configured? Confirm your logo and brand settings are saved in the report before scheduling delivery. All four conditions must be met before the client will receive a correctly branded weekly report. ⚠️ Common Issues and What to Do - No data appearing in the report: The GSC account is likely pending admin approval. Contact your admin to confirm the status. - Report is not branded: Return to Avatar → Agency Settings (White Label Setup) and verify that branding details (Agency Logo, Brand Colors, Favicon, AI Assistant Branding) have been saved correctly. - Client is not receiving scheduled emails: Double-check the recipient email address in the report schedule settings and confirm the schedule is set to active. - Cannot find the client's project: Make sure the client project was created in Report Builder and that the GSC property was linked to that specific project. 💬 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.

📊 Request a White-Label Local SEO Quote

📋 What a white-label Local SEO quote includes A custom white-label quote is based on your business needs, client count, locations, services, and branding requirements. It may include Local SEO reporting, Google Business Profile support, citation management, review workflows, posts, media, and task coordination. 🗂️ Prepare your project details Before requesting a quote, gather the information below: - Your agency or business name - The number of clients and business locations - Services you want included - Expected monthly or one-time work volume - White-label branding and reporting requirements - Your preferred timeline and launch date 📍 Review Local SEO features Use the platform to identify the features you may want included. Open Local from the left sidebar and review: - Overview for location performance - Media Library for business images and assets - My Tasks for Local SEO work management - Posts for Google Business Profile content - Reviews for review monitoring and workflows - Local Citations for directory listings and consistency 📊 Decide on reporting needs If you need branded reports for clients, open Reports from the left sidebar. Consider which metrics, locations, schedules, and branding elements should appear in your reports. 💬 Request your custom quote 1. Prepare the project details listed above. 2. Open the chat widget in the bottom-right corner of the platform. 3. Type human teammate to connect with a member of our team. 4. Ask for a custom white-label Local SEO quote and include your requirements. A team member can review your request and clarify any details needed to prepare an accurate quote. Pricing and scope may vary based on the number of locations, services, reporting needs, and level of customization. ✅ Example quote request You can send a message such as: “Please provide a custom white-label Local SEO quote for 20 client locations. We need branded reports, citation management, review monitoring, posts, and task support.” 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.

⚙️ Activate White-Label Client Branding

🎨 What white-label branding does White-label branding replaces Search Atlas branding with your agency’s branding in supported client-facing areas, including shared integration links. This helps clients recognize your business when they access those links. 🚀 Activate white-label settings 1. Open More Features in the left navigation. 2. Select Agency Hub. 3. Choose White Label Setup. 4. Follow the setup steps and select Continue to move through the configuration. 5. Review the preview, then save or finish the setup as prompted. Use Back to return to a previous step. If the preview is covering part of the page, select Hide Preview. ⚙️ Manage agency settings To review general agency configuration, go to More Features → Agency Hub → Settings. From there, you can update available settings or copy your Agency ID when it is required for an integration. 🔗 Share branded integration links 1. Complete White Label Setup before creating or sharing client links. 2. Generate or copy the integration link from the relevant Search Atlas workflow. 3. Open the link in a private or logged-out browser window to confirm the client-facing branding. 4. Share the verified link with your client. If a previously copied link still shows Search Atlas branding, create or copy the link again after completing the setup and verify it in a private browser window. ✅ Check reports and client materials Reports are managed separately under Reports in the left sidebar. Open Reports to review available reports, create a report, or manage automated email reports. Branding options may vary by product area, so verify each client-facing asset before sharing it. 🛠️ Troubleshooting - Confirm that you completed every White Label Setup step. - Refresh the page after saving your settings. - Test links while logged out or in a private browser window. - Generate a new link after changing your branding. - Check that the correct agency workspace is selected. 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.

🏢 Agency Hub Tabs Visibility by Account Type

Overview of Agency Hub Tabs The Agency Hub contains multiple tabs, each giving you access to a different set of agency tools and resources. How many tabs you see depends on your account type. This is expected behavior, not a bug. Notably, the Affiliate Link tab and the Join SEOTheory Community tab are only visible on certain account types. If you do not see these tabs, your account configuration may not include them. Why the Affiliate Link and Join SEOTheory Community Tabs May Be Missing These tabs are not available on all account types. Specifically: - White-label accounts typically do not have access to the Affiliate Link tab or the Join SEOTheory Community tab, because these features are tied to standard agency account configurations. - Standard agency accounts are more likely to see both tabs in their Agency Hub by default. If you are on a white-label plan and do not see these tabs, this is expected based on your account configuration — not a technical error. Steps to Check Your Account Type 1. Log in to Search Atlas and navigate to your Agency Hub. 2. Review which tabs are visible. If Affiliate Link and Join SEOTheory Community are absent, this is a strong indicator your account is configured as a white-label account. 3. Check your original account sign-up details or any onboarding emails to confirm whether you signed up under a white-label or standard agency plan. What to Do If You Believe Your Account Should Have Access If you signed up under a standard agency plan and still do not see these tabs, or if you would like to request access to the Affiliate Link or Join SEOTheory Community features, escalate to the Support team. When you reach out, please have the following ready: - Your account email address - The account type you believe you are on (standard agency or white-label) - A description of which tabs are missing from your Agency Hub 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.

🏷️ Finding the Agency Whitelabel Button After Redesign

🔍 Overview Following a recent interface redesign aligned with the launch of OTTO V3, the Agency Whitelabel button has moved to a new location. If you hold an Agency Whitelabel account and cannot find the tab, this article will show you exactly where to look and explain why the change was made. 📍 New Location: More Features → Agency Hub The Agency Whitelabel button is no longer found in the left-hand sidebar. It has been relocated under the More Features menu of the platform. To access it: 1. Log in to your Search Atlas account. 2. Click More Features in the navigation. 3. Select Agency Hub (Agency Hub / Set up your Agency's White Label). If you do not see the Agency Whitelabel tab, first confirm that your account is on an Agency Whitelabel plan. Only accounts with an active Agency Whitelabel subscription will see this tab. If you believe your plan should include it, contact our team using the instructions at the bottom of this article. 🔄 Why Was the Button Moved? This change was made as part of a broader interface redesign to align the platform with OTTO V3, our updated SEO automation engine. The redesign consolidates key account-level controls — including Agency Whitelabel settings — into the top navigation bar, making them easier to access from any page inside the platform without needing to navigate through the sidebar first. This layout also creates a cleaner separation between account management features at the top and tool-specific features in the sidebar. 🖼️ Before and After: Visual Reference Before the redesign: The Agency Whitelabel tab appeared as an item in the left-hand sidebar, typically listed under account or settings-related navigation links. After the redesign: The Agency Whitelabel option now appears under More Features → Agency Hub (Set up your Agency's White Label), accessible once you are logged in to an eligible account. If your screen looks different from the description above, try clearing your browser cache or performing a hard refresh (Ctrl + Shift + R on Windows, Cmd + Shift + R on Mac) to make sure you are loading the latest version of the platform interface. ✅ Confirming Your Agency Whitelabel Access Before searching for the tab, verify the following: - Your account is subscribed to an Agency Whitelabel plan. The tab is only visible to eligible accounts. - You are logged in as the account owner or an admin user. Sub-users with restricted permissions may not see the tab. - Your browser is up to date and you are not using a cached version of the interface. A hard refresh usually resolves display issues. 📣 About This Interface Change The relocation of the Agency Whitelabel button was part of a planned update introduced alongside OTTO V3. We understand that interface changes can be disorienting, especially when a feature you rely on appears to have disappeared. This article was created specifically to help Agency Whitelabel customers quickly re-orient after the update and continue managing their whitelabel settings without interruption. If you had bookmarked a direct link to the Agency Whitelabel section, that link may no longer route correctly. We recommend navigating directly through More Features → Agency Hub going forward. 💬 Still 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.

🏢 White-Label vs. Brand Vault: Choosing the Right Structure

🔍 Overview If you run multiple businesses or white-label services under different brand identities, it is important to understand which Search Atlas feature fits your situation. There are two distinct scenarios, and choosing the wrong setup can limit your branding options or cause confusion across client workspaces. ⚖️ The Two Scenarios at a Glance Before diving into the details, use this quick guide to identify your situation: - You manage multiple clients under one agency brand → Use Brand Vaults inside a single Search Atlas account. - You operate two or more businesses with different logos, names, or white-label branding → You need a separate Search Atlas account for each business. 🏷️ What Brand Vaults Do (and Do Not Do) Brand Vaults are designed for agencies that work with multiple clients but operate under a single agency identity. A Brand Vault lets you store each client's logo, colors, and brand assets so that reports and deliverables reflect that client's branding — all from within one Search Atlas account. Brand Vaults are the right choice when: - You have one agency with one logo and one Search Atlas subscription. - You produce white-labeled reports for individual clients, each with their own look and feel. - All client work is managed by the same internal team under the same business entity. Brand Vaults cannot: - Give two separate agencies or business entities their own distinct platform identity. - Support different agency logos appearing across the platform interface itself. - Function as isolated account environments for separate legal or operating entities. 🏗️ When You Need Separate Search Atlas Accounts If you operate two or more white-label businesses — for example, two marketing agencies with different names, logos, and client rosters — each business requires its own dedicated Search Atlas account. This is the only way to maintain fully separate branding, billing, team access, and platform environments per company. Separate accounts are required when: - Two businesses have different company names and logos that must appear independently throughout the platform. - Each business has its own clients, and those clients should never see data or branding from the other business. - You need separate team member access controls and billing for each entity. - You are reselling Search Atlas under different white-label brands and need complete separation. In your case — two marketing agencies with different names and logos serving separate client bases — you need two separate Search Atlas accounts, one for each agency. 📋 Setting Up Multiple Accounts Creating a separate account for each business is straightforward. Follow these steps to get started: 1. Sign up for a new Search Atlas account using the credentials and billing information for the second business entity. 2. Configure the white-label branding settings within that new account to reflect the second agency's name and logo. 3. Invite the relevant team members to each account separately, so access remains isolated per business. 4. Set up Brand Vaults within each account as needed to manage individual client branding under each agency. 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.

🗂️ Archiving and Restoring Clients in Brand Vaults

🔍 Overview In Search Atlas, clients are managed through Brand Vaults. Rather than permanently deleting a client, you can archive their Brand Vault — this removes them from your active workspace while safely preserving all of their associated data. 📥 How to Archive a Client Follow these steps to archive a client's Brand Vault: 1. Navigate to Brand Vault: top-right More Features menu (grid icon, next to your Avatar Menu (👤)) → Brand Vault. 2. Locate the client you want to archive. 3. Click the options menu (⋮) next to their Brand Vault. 4. Select Archive from the dropdown menu. 5. Confirm the action when prompted. Once archived, the client will no longer appear in your active client list, keeping your workspace clean and organized. ♻️ How to Restore an Archived Client If you need to reactivate a previously archived client, follow these steps: 1. Navigate to Brand Vault: top-right More Features menu (grid icon, next to your Avatar Menu (👤)) → Brand Vault. 2. Look for the Archived filter or tab within Brand Vaults. 3. Find the client you want to restore. 4. Select Restore to move them back to your active client list. ⚠️ Important Notes - Archiving a client does not permanently delete them or any of their data. - All Brand Vault data — including settings, content, and history — is fully preserved while a client is archived. - If you require a permanent deletion of a client and their data, please contact our support team directly using the instructions below. 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.

🏷️ Whitelabel Dashboard Setup and OTTO Pixel Guide

Overview Search Atlas gives agencies two distinct dashboard environments: the main Search Atlas dashboard and the whitelabel dashboard. Understanding how these two environments interact — especially around OTTO pixel configuration — is essential for a smooth agency workflow. What Is the Whitelabel Dashboard? The whitelabel dashboard is a branded client-facing portal designed to give your clients a seamless, agency-branded experience. Key differences between the two dashboards include: - Main Search Atlas dashboard: Your agency's internal workspace with access to all tools, settings, and OTTO configuration options. - Whitelabel dashboard: A curated, branded view for your clients, with access levels controlled by your agency settings. How to Configure the OTTO Pixel The OTTO pixel is the script that connects a client's website to the OTTO SEO automation engine. To set up and manage the OTTO pixel for a client project, follow these steps from within the main Search Atlas dashboard: 1. Log in to your main Search Atlas dashboard (not the whitelabel portal). 2. Navigate to OTTO SEO → All Sites (SEO Automation) from the main navigation menu. 3. Select the client project you want to configure. 4. Locate the OTTO pixel or site connection settings within the project. 5. Copy the pixel script provided and install it on the client's website, typically by adding it to the site's header or using a tag manager. 6. Once installed, return to the dashboard to verify that the pixel is active and the project is connected correctly. Changes made in the main Search Atlas dashboard — such as activating or deactivating OTTO, or updating pixel settings — will be reflected in how the project functions across both environments. Common Questions About the Whitelabel Dashboard and OTTO Pixel If you are unsure about how your whitelabel dashboard is configured, how the OTTO pixel should be set up for a client project, or how changes in the main dashboard affect your client-facing portal, our support team can review your specific account and walk you through the correct steps. When reaching out, please have the following ready to help us assist you efficiently: - The name of the project or client site you are working with - A description of the specific issue or question you are encountering - Any error messages or unexpected behavior you have observed 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.

⚙️ Set Up White-Label Client Links

🔍 What white-label access provides White-label settings let eligible agencies customize the client-facing experience and reduce or remove Search Atlas branding from supported pages and integration links. Availability depends on your account plan and permissions. ⚙️ Activate white-label settings 1. Sign in to Search Atlas. 2. Open More Features → Agency Hub → White Label Setup. 3. Review the available settings and complete the setup fields. 4. Save your changes, then test the client-facing experience before sharing it. If you do not see White Label Setup, the feature may not be enabled for your account or you may not have the required permissions. 🔗 Share client integration links 1. Complete and save your white-label configuration first. 2. Generate or copy the integration link from the relevant client workflow. 3. Open the link in a private browser window to confirm what your client will see. 4. Share the link only after confirming that the branding and destination are correct. White-label settings do not automatically remove branding from every Search Atlas page, asset, or workflow. Always test each link before sending it to a client. 🛠️ If white-label settings are unavailable There is no supported workaround for creating an unbranded client integration link when white-label access is unavailable. Do not edit, mask, or redirect platform links, as this can cause broken authentication, incorrect attribution, or an inconsistent client experience. Until access is enabled, use the standard integration link and set expectations with your client that it may display Search Atlas branding. You can also check whether your account administrator needs to grant access or enable the appropriate plan feature. ✅ Troubleshoot setup issues - Refresh the page and reopen More Features → Agency Hub → White Label Setup. - Confirm that you are signed in to the correct workspace. - Save each setting before leaving the page. - Test the link in a private browser window or while signed out. - If the page shows an access error, fails to load, or does not save changes, record the affected workspace and link details. 💬 Get help with 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.

🏢 Search Atlas for Agencies

🏢 About Search Atlas for agencies Search Atlas helps agencies manage SEO research, content work, and site analysis in one platform. Use its tools to review site metrics, explore keywords, and create or improve content for your clients. 🔍 Explore site metrics To start a site analysis, select Site Metrics in the left sidebar. From there, you can analyze a site, review saved projects and history, and adjust filters or columns. For a saved site, open its AI Visibility pages to review the summary, visibility, sentiment, topics and queries, or use the Prompt Simulator. To review keyword data, open Keywords and select the Organic Keywords tab. Available actions include adding keywords, creating an article, and exporting data. ✍️ Create and improve content Select Content in the left sidebar, then open Content Genius. Choose an option that fits your workflow: generate content, write it yourself, write with AI in bulk, write an article, or rework an existing article. For content review, open Onpage Audit under Content. Depending on the report, you can generate a report, share it, mark it as done, or export data. 🏷️ Use the correct brand name The product name is Search Atlas, with a space between the words. If you see “SearchAtlas” in agency materials, client-facing documents, or other editable content, update it to “Search Atlas” wherever you control the text. If a product label or other platform branding itself displays “SearchAtlas,” you may not be able to change it from your account. Share where you see the wording and what needs updating so the team can review it. ✅ Tips for agency workflows - Review site metrics and keyword data before planning client content. - Use Content Genius to draft or rework content, then review it before sharing with a client. - Check names and labels in client-facing materials and use “Search Atlas” consistently. 💬 Get help If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🔄 Transition Clients to Your White-Label Portal Safely

🗺️ Overview When you manage clients through Search Atlas, you may start by giving them direct access via a team-member seat on your main account. As your agency grows, you can transition those clients into your white-labeled portal — giving them a branded experience while keeping all their historical data intact. This article explains exactly how that transition works and what your clients will see after the move. 📋 What Data Is Preserved During the Transition Before you begin, it helps to know what carries over automatically and what requires your attention. - Project data: All SEO projects, tracked keywords, backlink data, and site audit results are preserved and tied to the project — not the login method. - Reports: Any reports built or saved under your client's projects remain accessible. You can find these in the left sidebar under Reports (or navigate directly to /report-builder/projects-list). - OTTO configurations: Any OTTO SEO settings and deployed optimisations stay linked to the project and are not affected by a portal transition. - Historical snapshots: Ranking history, traffic trends, and audit snapshots are all retained within the project record. No data is deleted when you reassign access. The transition only changes how your client logs in and what interface they see — not the underlying project data. ⚙️ Step-by-Step: How to Transition a Client 1. Log in to your Search Atlas account and go to Settings via the Avatar Menu (👤) in the top-right corner, then select Team Members (or navigate to /settings). 2. Locate the client's current seat. Identify the team member entry that corresponds to your client's direct seat. Note their email address and which projects they currently have access to. 3. Set up your white-label portal (if not done already). Ensure your branded portal is active and configured with your agency's logo, colours, and domain. This is managed inside the white-label settings of your Search Atlas account. 4. Create a new client account inside the white-label portal. Use the same email address your client already uses, or a new one they prefer. When you add them through the white-label portal, it creates a separate login tied to your branded environment. 5. Assign the correct projects to the new portal account. In your white-label portal settings, connect the existing Search Atlas projects to the new client account. This is the critical step that ensures your client sees their data immediately after logging in. 6. Send the client their new portal login link. Share your white-label portal URL and instruct them to use their credentials to log in. They will land directly on their assigned projects with all historical data visible. 7. Remove the old OTTO Starter seat. Once your client has confirmed they can access everything through the white-label portal, return to Settings → Team Members and remove their previous direct seat to free up that licence. 👁️ What Your Client Will See After Logging In After a successful transition, your client will log in to your branded portal and immediately see: - All previously tracked projects with full keyword ranking history - Saved and scheduled reports under Reports - OTTO SEO status and any deployed site improvements - Backlink data and site audit results with historical comparisons From their perspective, the experience is continuous — they simply now log in through your branded URL instead of a generic Search Atlas link. There is no data gap or reset. ⚠️ Common Mistakes to Avoid - Removing the old seat before assigning projects: Always confirm that projects are correctly assigned in the white-label portal before removing the original seat. If you remove access too early, the client may see an empty dashboard temporarily. - Using a different email address without notifying the client: If you create the portal account under a new email, make sure the client knows which credentials to use. A mismatched email will show no data. - Skipping the project assignment step: Creating a portal account without linking projects results in a blank workspace. Project assignment is mandatory for data visibility. 💬 Need Help With Your Transition? 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.

🏷️ Configure White-Label Client Portal Project Access

🗺️ 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 1. Log in to your Search Atlas account. 2. In the header, click the apps-grid icon and select More Features. 3. Select Agency Hub (/agency-settings). You will land on the Brand Identity tab by default. 👤 Step 2: Navigate to Client Management 1. From the Agency Whitelabel section, click through to the Client Management tab (or select it directly if your wizard is already complete). 2. Here you will see a list of all clients currently added to your white-label portal. 3. 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 1. Inside the client's profile, find the Project or Website assignment field. 2. Select the specific project you want this client to access. Each client should be mapped to the project that contains their website data. 3. 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: 1. Within the client's settings, locate the Feature Access or Visible Sections controls. 2. Disable all feature toggles except Google Reviews and Reports. 3. 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: 1. In the left sidebar, click Reports. 2. You will be taken to the Report Builder projects list (/report-builder/projects-list). 3. Locate the client's project. If no report exists, click + Create to build one. 4. 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 1. Return to More Features → Agency Hub (/agency-settings). 2. Use the Hide Preview toggle (or the preview panel if visible) to see how the portal looks from the client's perspective. 3. 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.

🖼️ Upload and Update Your Search Atlas Logo

🔍 Overview Your logo appears in your Search Atlas account and on any client-facing reports you generate. If your logo is not loading or displaying correctly, the most common cause is an image that does not meet the platform's size or format requirements. This article explains exactly what is accepted and how to upload your logo successfully. 📐 Logo Requirements Before uploading, make sure your logo file meets all of the following specifications: - Maximum dimensions: Less than 256 pixels on each side (width and height must both be under 256px) - Recommended format: PNG with a transparent background for the best visual result - Accepted formats: PNG, JPG, JPEG, GIF, SVG - File size: Keep the file as small as possible while maintaining quality; large files may fail to upload or load slowly Important: Images at 256px or larger will not upload correctly. Resize your logo to under 256px on both dimensions before attempting to upload. 🚀 How to Upload Your Logo 1. Log in to your Search Atlas account. 2. Click your Avatar Menu (👤) or account name in the top-right corner of the dashboard. 3. Select Account Settings from the dropdown menu. 4. Navigate to the Branding or Profile section. 5. Click Upload Logo or the existing logo placeholder. 6. Select your prepared image file from your device. 7. Click Save to apply the change. Once saved, your logo will appear in the platform header and on generated reports within a few moments. Refresh the page if it does not appear immediately. 🛠️ Troubleshooting Logo Upload Issues If your logo still does not load after uploading, work through the following steps in order: - Check the image dimensions: Open the file on your device and confirm both the width and height are under 256px. Even one dimension at 256px or above will cause the upload to fail or the image not to display. - Resize the image: Use a free tool such as Canva, Adobe Express, or your operating system's built-in image editor to resize the file below 256px on both sides. - Check the file format: Rename the file if necessary to ensure the extension matches the actual file type (for example, a file saved as .png should genuinely be a PNG image, not a renamed JPG). - Clear your browser cache: After uploading, hold Shift and click the refresh button, or open the page in a private or incognito window to confirm the logo loads without cached data interfering. - Try a different browser: If the issue persists, test the upload in a second browser such as Chrome or Firefox to rule out a browser-specific conflict. - Check your internet connection: A slow or unstable connection can interrupt file uploads. Switch networks or reconnect and try again. - Disable browser extensions: Ad blockers or privacy extensions can occasionally block file upload dialogs. Temporarily disable them and retry. ❓ Frequently Asked Questions Can I use a logo larger than 256px? No. The Search Atlas platform requires logo images to be smaller than 256px on both the width and height. Images at or above this threshold will not display correctly. Always resize before uploading. What is the best format to use? PNG with a transparent background is strongly recommended. It produces a clean result on both light and dark backgrounds and is widely supported by the platform. My logo uploaded but looks blurry — what should I do? This usually happens when a very small image is stretched. Start with the highest quality version of your logo available and resize it to just under 256px rather than scaling a tiny image up. Will my logo appear on client reports? Yes. Once your logo is saved in your account settings, it will automatically appear on reports generated within Search Atlas, giving your deliverables a branded appearance. 💬 Still Need Help? If you have followed all the steps above and your logo is still not loading, 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.

Get the Embed Code for the Lead Capture Widget (White-Label Domain)

Where do I find the embed code for the Lead Capture widget? The embed code lives in your white-label setup, and it uses your white-label domain. 1. In Search Atlas, open Agency Hub → White Label Setup. 2. In Step 2: Domain & Login, set up your white-label domain first. The widget snippet uses that domain, and the copy option is not enabled until a domain is configured. 3. Open the Site Analysis Lead Capture Widget tab. 4. Under Step 1: Configure and test the widget, customize the placeholder/button text and colors, then test the widget in the preview. 5. Under Step 2: Install the widget, click Copy Snippet to Clipboard. 6. In your website's page or site builder, paste the snippet as HTML where you want the form to appear, then publish the page. There is no separate publish or public-access toggle for generating the code. If White Label Setup is not available on your plan, contact us via live chat. The widget shows "Invitation required" to visitors After installing, open the page in a signed-out or incognito browser and submit a test. If visitors see an "Invitation required" message instead of the form, contact us via live chat with your white-label domain and the page URL.

🌍 Changing Target Country in Brand Vault Projects

📌 Overview When you create a Brand Vault project, you choose a target country. This setting controls the location your brand data is analyzed for. If you picked the wrong country by mistake, such as the USA instead of a European market, you can fix it. This article explains your options and what to do if you deleted the project and now see a message saying the project already exists. 🔍 Why You See the Project Already Exists Message Brand Vault identifies a project by its brand or domain. If you try to add the same brand again, the platform may treat it as a duplicate. This can happen when: - The original project was not fully removed, or the deletion is still being processed. - Another project with the same brand or domain exists in your account, or in another workspace you can access. - A teammate on your account already created a project for the same brand. This message does not mean your data is lost. It means the platform found a matching project and is blocking a second copy. 🛠️ Step 1: Check for an Existing Project Before you try anything else, make sure the project is really gone. 1. Open Brand Vault from the main menu. 2. Look through your full project list, including any filters or search results that might hide projects. 3. Check whether you are in the correct workspace or account. 4. If the project is still listed, open its settings and look for the target country option. ✏️ Step 2: Edit the Target Country if Possible If your project is still in the list, you may not need to delete and recreate it. 1. Open the project. 2. Go to the project settings. 3. Find the Target Country field. 4. Select the correct country and save your changes. If the field is locked or cannot be changed, the country is fixed once the project is created. In that case, move on to Step 3. 🔄 Step 3: Recreate the Project With the Right Country If the country cannot be edited and the project no longer appears in your list, try recreating it. 1. Wait a few minutes after deleting, then refresh the page. 2. Click to add a new project in Brand Vault. 3. Enter your brand or domain exactly as before. 4. Select the correct target country before you confirm. 5. Save the project. If you still see the already exists message, the original record is likely still linked to your brand. Our team can release or update it for you (see the last section). 🇪🇺 Choosing a Country When You Target Europe Europe is a region, not a single country. Brand Vault targets one country at a time, so you will need to pick a specific market. - Choose the main country where most of your customers are, such as Germany, France, Spain, or the UK. - If you serve several European markets, plan one project per country, where your account allows it. - Pick the country that matches the language and search engine you care about most. ✅ Tips to Avoid This in the Future - Check the target country before you click save on a new project. - Edit the project settings first instead of deleting the project. - Keep a list of your projects and their countries so teammates do not create duplicates. - Avoid deleting a project until you have confirmed that the country cannot be edited. 💬 Still Seeing the Error? If you cannot find the original project, cannot edit the country, and still get the already exists message, our team can check the project record and help you set it up with the correct country. Please have your brand or domain name and the country you want ready. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be instantly connected with a member of our team.

🔗 White-Labelling Client Onboarding Connect Links

🔍 Overview If you use a white-label subdomain, you expect clients to see your brand everywhere. Some agencies have noticed that the connect links used to onboard new clients (for example, to link Google accounts or other data sources) may still show Search Atlas in the URL instead of your white-label subdomain. This article explains what is happening, what you can do today to keep the client experience on-brand, and how to request an improvement. ❓ What You May Be Seeing - Your white-label subdomain works for the client portal and dashboard. - The onboarding connect link you copy for a new client shows a Search Atlas domain rather than your subdomain. - Clients may notice the Search Atlas name before they see your brand. 🧭 Why This Happens White-label settings control how your portal and reporting are presented to clients. Connect links are generated for the onboarding step and, in some cases, may not yet use your white-label subdomain. In addition, when a client authorises a third-party account, the sign-in and permission screens are controlled by that provider (such as Google). Those screens show the provider's own branding and cannot be changed by Search Atlas or by you. 🛠️ Workarounds You Can Use Today You cannot change the destination of the connect link yourself, but you can control how clients first see and receive it. Choose one or more of these options: 1. Hide the URL behind your own wording. Paste the connect link into your email or proposal as a hyperlink on text such as "Connect your accounts to [Your Agency]". Clients see your wording and button, not the raw URL. 2. Use a branded short link. Create a short link on a domain you own (for example, go.youragency.com/connect) that redirects to the connect link. Most link-shortening tools allow custom domains. 3. Set up a redirect on your own website. Create a page such as youragency.com/connect that forwards to the connect link. Share your own address with clients. 4. Send the link inside your own onboarding flow. Include the link in your welcome email, onboarding form, or project management tool so it arrives with your logo, signature, and instructions. 5. Set expectations with a short note. Tell clients that the secure connection step is handled by your SEO platform and that they may briefly see third-party names during account authorisation. ✍️ Sample Message for Clients You can adapt this text for your onboarding email: "To get started, please use the secure link below to connect your accounts. This lets us pull in your search and analytics data so we can begin work. The process takes about two minutes. You may see a Google permission screen during this step, which is normal." ✅ Tips for a Smooth Client Experience - Test the link yourself in a private browser window before sending it. - Keep the instructions short and tell clients exactly which accounts to select. - If you use a redirect or short link, check that it still works after any website changes. - Confirm your white-label subdomain is set up and active so the rest of the experience stays on-brand. 💡 Requesting White-Labelled Connect Links Branded onboarding links are a reasonable improvement request, and feedback from agencies helps us prioritise our work. To submit one, contact our team through the chat widget and tell us: - That you want connect links to use your white-label subdomain. - How you currently onboard clients. - How the unbranded link affects your client experience. Please note that submitting a request does not guarantee a release date. Check the platform updates for any announcements about new white-label capabilities. 💬 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 instantly connected with a member of our team.

💡 White Label Access When Downgrading to Growth

🔍 Quick Answer White label reporting is tied to your plan and any add-ons on your account. When you move to the Growth plan, your white label setup can be affected depending on whether it is included in the plan or billed as a separate add-on. The exact extra cost, if any, is shown in your billing settings before you confirm a change, so you will never be charged without seeing the amount first. 🏷️ What White Label Does White label lets you present reports with your own branding instead of Search Atlas branding. This is useful for agencies and consultants who share reports with clients. Typical white label elements include: - Your logo on reports - Your brand colors and styling - A custom look for client-facing dashboards and exports ⬇️ What Happens to White Label When You Downgrade Downgrading changes which features are available on your account. For white label, one of two things usually applies: - Included in your plan: If white label comes with your current plan but not with Growth, it may no longer be available after the downgrade takes effect. - Available as an add-on: If white label can be added to Growth, you can keep it by leaving the add-on active. It is billed in addition to the base Growth plan price. Because plan details can change over time, always check your current plan details in the platform rather than relying on older information. 💰 How Much Does White Label Cost on Top of Growth? If white label is billed as an add-on, your total monthly cost is the Growth plan price plus the add-on price. To see the exact figure for your account: 1. Log in and open your Account Settings. 2. Go to the Billing or Subscription section. 3. Review your current plan and any active add-ons, including white label. 4. Start the plan change process and review the summary screen. It shows the new total before you confirm. If the summary does not show white label pricing clearly, stop before confirming and ask our team to verify the amount for your account. ✅ Before You Downgrade: Checklist - Note which white label features you use today, such as logo, colors, or custom report styling. - Export or save any branded reports you still need, since the branding on past exports will not change but new reports may look different. - Check the date your downgrade takes effect so you know how long your current features remain active. - Confirm whether white label is included or an add-on on the Growth plan. - Decide whether keeping white label is worth the added cost for your clients. 🛠️ How to Keep White Label After Downgrading 1. Open Billing in your account settings. 2. Look for the white label add-on in your active subscriptions. 3. Leave it active when you switch to the Growth plan. Do not deactivate it if you want to keep your branding. 4. Review the updated total on the confirmation screen. 5. Confirm the change and check your reports afterward to make sure your branding still appears. ❓ Common Questions Will I lose my white label settings if I deactivate the add-on? Your reports may return to the default Search Atlas branding. If you plan to reactivate later, check whether your saved settings remain, or be ready to re-enter your logo and colors. Can I downgrade now and add white label later? In most cases you can adjust add-ons later from your billing settings. Confirm availability on your account before relying on this. Will I be charged the add-on automatically? If the add-on is active, it continues to renew with your subscription until you deactivate it. 💬 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 instantly connected with a member of our team. Let us know your current plan and that you are planning to move to Growth, and we can confirm exactly what you will keep and what it will cost.