🚀 Getting Started

🏷️ White Label Pricing, Billing, Legal Terms, and Setup for Agencies

White Label lets your agency present Search Atlas entirely under your own branding so clients never see Search Atlas. This article explains what White Label costs, how the reseller billing model works, the legal terms that permit reselling, which features are included, and how to set up your branded domain. 💳 What Does White Label Cost in Search Atlas? White Label itself is included on the Pro and Agency plans with no separate add-on fee, but note that Search Atlas bills your agency a monthly per-child fee for each active, non-trial client sub-account (see the billing model section below). - Starter / Growth plans: White Label is not available. - Pro plan: White Label is included, with client sub-account management for reselling under your own branding. - Agency plan: White Label is included with full sub-account management and higher client scale limits for managing more child accounts. 🔁 How Does the Agency Billing Model Work When Reselling? Search Atlas does not bill your clients directly (except affiliate children, who pay Search Atlas themselves). All billing flows through your agency account, and Search Atlas charges your agency both for your own subscription and a monthly "Whitelabel Subscription Increase" for each active, non-trial child account. The reseller model works like this: 1. Your agency pays the Search Atlas subscription (Pro or Agency plan). 2. You configure White Label with your domain and branding via More Features → Agency Hub (Set up your Agency's White Label). 3. You create client sub-accounts under your agency account, assigning quotas and features per client. 4. For each active, non-trial child account, Search Atlas bills your agency a per-child fee equal to a percentage — 70% by default — of Search Atlas's standard monthly base-plan price for that child's plan. This is not a percentage of whatever price you charge your client. 5. Clients log in through your branded domain and never see Search Atlas pricing or billing. 6. You set your own reseller pricing and invoice clients independently, keeping the difference between your selling price and the Search Atlas per-child fee. 🔧 New vs. Legacy White Label Workflow and the Pricing Visibility Toggle This article documents the new White Label setup workflow (the successor to the legacy White Label pricing API). If you set up White Label before the migration, your account may still use the legacy pricing configuration. Existing accounts are being migrated to the new workflow, and your parent-configured pricing carries over. In the new workflow, each parent account has a "show pricing to child customers" toggle. This per-parent setting controls whether your child customers see pricing on their login/pricing page: - Toggle on: child customers see the pricing you configured as the parent. - Toggle off: pricing is hidden from child customers, so you can handle pricing and invoicing entirely outside the platform. ⚖️ What Are the Legal Terms for White Label Reseller Use? Search Atlas does not have a separate white-label Terms of Use or a distinct agency/reseller agreement. The public Terms of Use applies to your account, and it includes an explicit exception that permits white-label agencies to resell through child (sub-) accounts. Key points to know: - The general Terms of Use restriction on resale does not apply to white-label agencies using child accounts — reselling under your own branding is a permitted exception. - There are no standalone reseller-rights, non-compete, or non-solicitation documents to sign; these do not exist as separate agreements. - The single public Terms of Use governs your white-label Pro or Agency subscription, so no additional contract is required to begin reselling through child accounts. 📄 How to Request an MSA or Enterprise Agreement If you need a Master Service Agreement (MSA) or any enterprise-level contract beyond the standard Terms of Use, contact Enterprise Sales through searchatlas.com. The Enterprise Sales team handles all custom legal documentation. 🎨 What Features Are Included with White Label? - Custom subdomain (e.g., seo.youragency.com). - Custom logo and brand colors throughout the dashboard. - Removal of Search Atlas branding from client-facing reports and embeds. - Branded PDF reports via Report Builder. - Client sub-account management with per-client quota controls. 🧩 Which Modules Does White Label Cover? White Label works across the Search Atlas modules included in your plan — such as OTTO SEO, Content Genius, Rank Tracker, Site Auditor, and Local SEO Heatmaps. Contact support to confirm white-label coverage for any specific module before configuring client access. 🔌 How Do You White-Label the WordPress Plugin? The SearchAtlas (MetaSync) WordPress plugin can also be white-labeled so your clients see your branding inside their WordPress admin. To configure it: 1. Log in to the client's WordPress admin. 2. Navigate to Search Atlas → Settings → Branding (white-label) section. 3. Configure your Plugin Name, OTTO Name, Logos, and Dashboard URL. 🚀 How Do You Set Up Your White Label Domain? 1. Go to More Features → Agency Hub (Set up your Agency's White Label) in your Search Atlas dashboard. 2. Enter your custom subdomain (e.g., seo.yourdomain.com). 3. Log in to your domain registrar or DNS provider and create a CNAME record pointing your subdomain to Search Atlas. 4. Return to Agency Hub and click Verify to confirm the DNS record is active. 5. Upload your logo and configure your brand colors. DNS propagation can take up to 48 hours. Once verification succeeds, your clients will reach the platform through your branded domain. ⚠️ Known Limitations and Troubleshooting - Child account pricing pages show "Call Us" instead of your configured pricing: In the new White Label setup workflow there is a known issue (tracked as WL-267) where some child account pricing pages display "Call Us" rather than the pricing you set as the parent, even when the "show pricing to child customers" toggle is enabled. This is a display issue and does not affect billing. A fix is in progress; if you are affected, contact support to confirm the current status and any available workaround. 📚 Related Resources - Agency Hub: Your White-Label Control Center in Search Atlas - Pro & Agency Plans: Advanced Features, White Label, and Scale Limits - How to Create and Verify a CNAME Record for Search Atlas White Label - Site Analysis Lead Capture Widget: Setup and Best Practices 🎯 You now know that White Label is free on Pro and Agency plans, that all billing runs through your agency account, and that the public Terms of Use already permits white-label reselling through child accounts with no separate contracts to sign. For an MSA or custom enterprise agreement, contact Enterprise Sales through searchatlas.com; to start branding, head to More Features → Agency Hub (Set up your Agency's White Label).

💳 Frequently Asked Questions — Account, Billing & White Label

This article covers the most common questions about managing your Search Atlas account, understanding your subscription and credits, and setting up white-label agency branding. How do I reset my password? On the Search Atlas login page, click Forgot Password and enter your email address. You will receive a password reset link. If you don't see the email within 5 minutes, check your spam folder. If the email still doesn't arrive, contact support with your account email. How do I add a team member to my account? Go to the top-right avatar → Settings → Team Members. Click Invite and enter the team member's email address. Choose their role: Admin (full access) or Viewer (read-only). ⚠️ The invitation link is valid for 7 days — if it expires, resend it from the Pending Invitations list. What is the difference between Admin and Viewer access? Admin has full access to all features within the account — can create and delete projects, run tools, manage integrations, and modify settings. Viewer has read-only access — they can view reports, rankings, and project data but cannot make changes or run new tasks. How do I cancel my subscription? To cancel your plan, go to the top-right avatar (Avatar Menu (👤)/account name) → Billing → Plans & Top-ups tab → Change Plan and select the Cancel Plan option. If you don't see the cancellation option, please contact our support team through the chat. Once the AI assistant responds, type "Human Teammate" to be connected with a support agent. Provide the email address associated with your account and let them know you'd like to cancel your subscription. After your cancellation request is processed, your access will remain active until the end of your current billing period. During this time, your account may display a "Pending" status. This is expected and simply means your subscription is scheduled to end at the conclusion of your current billing cycle. What happens to my data if I cancel? Your projects, reports, and tracked data remain visible in read-only mode for 30 days after cancellation. After that, data may be archived. ✅ If you rejoin within 30 days, your data is fully restored. Contact support if you have a specific data retention concern. I was charged but the renewal date or payment date didn't update. What should I do? Payment date display issues occur occasionally after a successful charge. This is a display sync issue between the payment processor (Stripe) and the platform. Your access should not be affected. Contact support with your account email and the date of the charge — they can verify the payment landed correctly and force a sync of the renewal date. Why does my invoice or receipt show incorrect charges? If your invoice shows the wrong amount, a duplicate charge, or a charge for a service you didn't activate, contact support immediately with your account email, the invoice date, and the specific discrepancy. ⚠️ Billing disputes are reviewed by the finance team typically within 1–2 business days. How do I get a refund for a charge I didn't authorize? If you believe you've been charged without authorization, please contact our support team through the AI chat. Once the AI assistant responds, type "Human Teammate" to be connected with a support agent. To help the billing team investigate your case, please provide: - The email address associated with your account - The charge date - The amount charged - A brief explanation of why you believe the charge was unauthorized Unauthorized charge requests are reviewed by our billing team. You can typically expect a response within 1–2 business days. How do I upgrade or downgrade my plan? Go to the top-right avatar (Avatar Menu (👤)/account name) → Billing → Plans & Top-ups → Change Plan to view available plans and make a change. Upgrades take effect immediately (prorated). Downgrades take effect at the end of your current billing period. If you're on an annual plan and need to change sooner, contact support. What are HDC (Hyperdrive Credits) and how do I get more? HDC (Hyperdrive Credits) is the currency for premium services: Link Lab placements, press releases, cloud stacks, AI press release generation, and other add-ons. Your plan includes a monthly HDC allocation. 💡 Additional HDC can be purchased as a top-up from the top-right avatar → Billing → Plans & Top-ups → Top Up. What is the difference between AI Premium Credits and AI Generation credits? AI Premium Credits are required for Content Genius article generation (the full Write with AI pipeline). AI Generation credits are used for shorter AI tasks — meta descriptions, content templates, rewriting tools. These are two separate pools. Running out of AI Generation credits does not block article generation; only exhausting AI Premium Credits does. How do I understand my plan's quota limits? Go to the top-right avatar (Avatar Menu (👤)) → Billing → Plans & Top-ups to see a breakdown of all your quota limits and current usage — tracked keywords, OTTO sites, GBP locations, keyword lookups, AI Visibility (formerly LLM Visibility) projects, and more. How do I set up white-label branding for my agency? White label requires a Pro/Agency plan with the white-label flag enabled. Go to Agency Hub → Setup → Branding to configure: - Your agency logo (main, signin, and signup versions) - Platform colors (header, sidebar, buttons) - Platform name (replaces "OTTO" references) - Custom login welcome message ✅ Save the branding settings — clients see the updated branding immediately on their next login. To activate Agency Hub, contact support if the sidebar link isn't visible. How do I set up a custom domain for my agency's client portal? Go to Agency Hub → Setup → Verify Subdomain. Enter your desired subdomain (e.g., seo.youragency.com), copy the generated CNAME record, and add it to your domain's DNS settings. Click Verify after DNS propagation (up to 24–48 hours). Once verified, clients log in at your custom domain instead of dashboard.searchatlas.com. My agency sign-in logo disappeared after I saved it. What happened? This is a known UI issue where saving the sign-in logo and then navigating away can cause it to appear blank on reload. Try: (1) hard-refresh the page (Ctrl+F5), (2) re-upload the logo and save again, (3) contact support if it persists — they can confirm whether the logo is saved server-side. How do I invite clients to my white-label portal? From Agency Hub → Customers, click Invite Customer and enter the client's email address. They receive an invitation to create an account on your branded portal. ⚠️ Invitations expire after 7 days — resend from the Pending Invitations list if needed. The client's account is created as a sub-account under yours when they accept. Why is my OTTO add-on pricing showing incorrectly in the billing dashboard? This can happen after plan migrations or add-on changes where the billing system (Stripe) and the Search Atlas dashboard get out of sync. Contact support with your account email and the specific discrepancy — they can force a sync between Stripe and the dashboard to correct the display. How do I remove or disconnect a team member? Go to the top-right avatar → Settings → Team Members, find the team member, and click Remove. Their access is revoked immediately. They are not notified automatically — you may want to inform them directly. What should I do if I see a "cancel free trial" error before auto-billing starts? If you signed up for a trial and want to cancel before being charged, go to the top-right avatar (Avatar Menu (👤)/account name) → Billing → Plans & Top-ups tab → Change Plan and select Cancel Plan before your trial end date. If the trial end date has passed and you were charged, contact support immediately — they can verify whether the charge is reversible based on the timing. Can I change my billing cycle date? Billing cycle dates are anchored to the date your original subscription started. 💳 Search Atlas does not currently allow customers to change their billing cycle date independently. If your renewal date is causing a cash flow conflict, contact support via support chat. Request to the AI bot to speak with a "Human Teammate", they can evaluate options such as a manual proration or a plan adjustment to shift the effective cycle date. When contacting support, include your account email and the date you would prefer for renewal. How do I prevent competitors from detecting that I'm using Search Atlas in my site code? The most effective approach is to activate White Label on your account (requires Pro/Agency plan). When white label is active, all public-facing references — dashboard URLs, pixel script attributes, and OTTO meta tags — use your custom branded domain instead of searchatlas.com or otto references. ⚠️ If you are on a lower plan without white label and need to manually remove references: go to your OTTO project → Installation → and switch from the standard pixel to the Cloudflare Worker deployment, which injects changes server-side without adding a visible script tag in the HTML source. For any remaining branded attributes or schema properties you want renamed, contact support — they can advise on what is and isn't modifiable without breaking OTTO functionality.

📘 Search Atlas SEO Pitch Deck for Agencies (Unbranded Resource)

📊 Overview If you're an agency partner selling SEO or what we call Managed Web Presence, this resource is for you. We've created an unbranded slide deck you can use to pitch the value of SEO to your clients. Whether you're just starting or scaling up your client base, this tool helps you explain our offering in a clean, professional format. 🛠️ What You Can Do With This Deck - Present SEO services under your own brand - Educate prospects on the value of Managed Web Presence - Customize for webinars, client calls, or pitches - Save time by using our proven narrative and design 🔗 Access the Deck Click here to access the Google Slide Deck. If this link is out of date, ask your Account Manager for the current version. 💡 Pro Tips - Add your logo, agency colors, and any pricing details before sharing. - Pair this deck with case studies or audit results for a stronger pitch. - Use the storytelling framework in the deck to position yourself as a strategic partner, not just a service provider. 💬 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.

🏷️ WordPress Whitelabel Subdomain Setup Guide

🌐 What Is the Whitelabel Subdomain Feature? The whitelabel subdomain feature lets you present Search Atlas reports and dashboards under your own brand. Instead of sharing a Search Atlas URL, your clients visit a custom subdomain (for example, seo.youragency.com) and see your logo, your colours, and no Search Atlas branding. This is ideal for agencies that want a seamless, professional client experience. 📋 Before You Begin Make sure you have the following ready before starting the setup: - Access to your domain registrar or DNS management panel (e.g. Cloudflare, GoDaddy, Namecheap) - A subdomain you want to use (e.g. seo.webdesignsurrey.net) - Admin access to your Search Atlas account - Your whitelabel branding assets (logo, brand colours) ⚙️ Step 1 — Configure Your DNS Record The first step is pointing your subdomain to Search Atlas so the platform knows to serve your whitelabel portal at that address. 1. Log in to your domain registrar or DNS management panel. 2. Navigate to the DNS settings for your domain. 3. Create a new CNAME record with the following values: - Host / Name: your chosen subdomain prefix (e.g. seo) - Value / Points to: the Search Atlas whitelabel target provided in your account settings - TTL: 3600 (or Auto) 4. Save the record. DNS propagation can take up to 48 hours, though it often completes within a few hours. Do not attempt to log in to the subdomain until DNS has fully propagated — this is the most common reason customers find they cannot access the portal after setup. 🛠️ Step 2 — Add Your Subdomain in Search Atlas Once your DNS record is live, register the subdomain inside Search Atlas: 1. Log in to your Search Atlas account. 2. Click the apps-grid icon in the header, then go to More Features → Agency Hub (Set up your Agency's White Label). 3. Locate the Custom Domain field and enter your full subdomain URL (e.g. https://seo.webdesignsurrey.net). 4. Click Verify Domain. Search Atlas will check that your DNS record is pointing correctly. 5. Once verified, a green confirmation message will appear. If verification fails, wait another hour for DNS propagation and try again. 🎨 Step 3 — Configure Your Branding After your domain is verified, personalise the portal so clients see your brand: - Logo: Upload your agency logo (PNG or SVG recommended, minimum 200px wide). - Brand colours: Set your primary and accent colours using hex codes. - Agency name: Enter the name that will appear in the portal header and email notifications. - Favicon: Upload a small icon (32×32 px) to appear in browser tabs. Click Continue after updating each section. Preview the portal by visiting your subdomain in an incognito browser window. 👤 Step 4 — Grant Clients Access to Their Data Clients need their own login credentials to view their project data through your whitelabel portal. Follow these steps for each client: 1. In Search Atlas, go to Avatar Menu (👤) (avatar) → Settings → Team Members. 2. Click Invite Client and enter the client's email address. 3. Assign the relevant projects you want the client to see. 4. Set their permission level to Client View (read-only access — they cannot edit settings or see other clients' data). 5. Click Send Invitation. The client receives an email with a link to set their password. 6. Instruct the client to always log in via your custom subdomain (e.g. https://seo.webdesignsurrey.net), not via searchatlas.com. Clients logging in through your subdomain will only ever see your branding and their assigned projects. Search Atlas branding is completely hidden. 📊 Sharing Reports With Clients You can also share specific reports directly without requiring a client login. To generate a shareable report link: 1. Go to Reports using the left sidebar (URL: /report-builder/projects-list). 2. Open the report you want to share. 3. Click Share and select Public Link or Client Portal Link. 4. Copy the link and send it to your client. Links generated from your whitelabel account will display your branding automatically. 🔑 Troubleshooting Login Issues If you or your clients cannot log in to the subdomain, work through the following checklist: - DNS not propagated: Use a tool like whatsmydns.net to confirm your CNAME record is live globally. Wait the full 48 hours if needed. - Domain not verified: Return to the header apps-grid icon → More Features → Agency Hub (Set up your Agency's White Label) and re-run the domain verification step. - Wrong login URL: Ensure clients are using your subdomain URL, not the main Search Atlas site. - Expired invitation: Client invitation links expire after 7 days. If a client did not set their password in time, resend the invitation from Avatar Menu (👤) (avatar) → Settings → Team Members. - SSL certificate pending: After domain verification, Search Atlas automatically provisions an SSL certificate. This can take up to 30 minutes. The portal will show a security warning until the certificate is active. 💡 Best Practices - Always test the subdomain login yourself before inviting clients. - Use an incognito window when previewing to avoid cached sessions. - Keep client permissions set to Client View to protect other accounts' data. - Remind clients to bookmark your subdomain URL, not the Search Atlas homepage. 🆘 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.

🏢 Set Up Your White Label SEO Agency

🔍 Overview The White Label SEO Agency feature lets you brand Search Atlas reports and tools under your own agency identity. This article explains the plan requirement, pricing, and where to find the setup inside the platform. 📋 Plan Eligibility White Label SEO Agency is available on the Pro plan only. It is not included on the Growth plan or any lower-tier subscription. - Pro plan: White Label Agency feature included - Growth plan: White Label Agency feature not available If you are currently on the Growth plan and want access to White Label Agency, you will need to upgrade to the Pro plan before you can configure any white label settings. 💳 Pro Plan Pricing To get the most up-to-date pricing for the Pro plan, please check the pricing or billing page inside your Search Atlas account, as plan costs may change over time. Reviewing your account settings directly will ensure you see the current price before upgrading. To review your current plan or upgrade, click your avatar in the top-right and go to Billing (Plans & Top-ups) inside the platform. 🗺️ Where to Find the Agency Setup Once you are on the Pro plan, look for the White Label Agency section by clicking the More Features (apps-grid icon) in the header and selecting Agency Hub (White Label settings). If you are unsure where to locate it, use the platform's search or navigation menu to find white label or agency configuration options. If you do not see the White Label Agency options after upgrading, confirm that your account is actively subscribed to the Pro plan. Plan changes can take a moment to reflect — try refreshing the page or logging out and back in if settings do not appear immediately after upgrading. ⚠️ Common Issues - White Label option is missing: You are most likely on the Growth plan. Upgrade to Pro to unlock this feature. - Settings are greyed out: Your plan upgrade may still be processing. Refresh the page or log out and back in. - Not sure which plan you are on: Check your billing or subscription page inside the platform to confirm your current tier. 💬 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.

🏷️ How to Complete Your Brand Vault to 100%

This article helps you identify exactly which Brand Vault fields are still incomplete when your progress bar is stuck below 100%, even after you feel you've filled everything in. Small gaps — like a missing punctuation mark, an unsaved section, or an overlooked optional-looking field that is actually required — are the most common reasons the bar stalls. 📍 Where to Find It Navigate to Brand Vault: click the apps-grid icon in the header → More Features → Brand Vault. 🛠️ Step-by-Step 1. Open Brand Vault using either method above and note the current percentage shown on the completion bar. 2. Scroll through every section from top to bottom. Brand Vault is divided into multiple sections (Brand Identity, Target Audience, Tone of Voice, Competitors, etc.). Do not skip sections that appear pre-filled — they may still be incomplete. 3. Look for any field highlighted in red, orange, or marked with a warning icon. These are the fields the system considers unfinished. Fill them in completely, including any character-minimum text fields. 4. Check multi-part fields carefully. Some fields require more than one input — for example, a field may ask for both a primary value and a supporting description. Filling only one part will not count the field as complete. 5. Save each section explicitly. After editing any section, click the Save (or equivalent confirm) button for that section before moving to the next. Navigating away without saving will not register your changes. 6. Re-open Brand Vault after saving all sections to allow the completion percentage to recalculate. Do not rely on the bar updating in real time while you are still editing. 7. If the bar is still below 100% after saving everything visible: clear your browser cache, do a hard refresh (Ctrl + Shift + R on Windows / Cmd + Shift + R on Mac), and reopen Brand Vault to rule out a display caching issue. ✅ How to Confirm It Worked After saving all sections and refreshing the page, return to Brand Vault using either method above. The completion bar should now display 100%. If it shows a specific number below 100% (for example, 92%), that percentage directly reflects the proportion of required fields that are complete — use it as a signal that at least one section still has an unfilled or unsaved field. Scroll back through each section until you find the remaining gap and save it. Once the bar reads 100%, Brand Vault data is fully available for OTTO to use when generating SEO recommendations. 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 To help our team resolve this as quickly as possible, please have the following information ready: project/workspace name, description of the unclear status, steps already tried, and a screenshot of the current Brand Vault state. Open the chat widget and type 'human teammate' to reach support.

🏷️ White Label Agency Free Trial Eligibility Explained

🔍 What Is the White Label Agency Free Trial? The White Label Agency add-on is purchased as a paid add-on subscription with no free trial period. It provides white labeling features — such as branded reports and custom agency portals. ✅ Who Is Eligible for the Free Trial? Eligibility for the White Label Agency free trial depends on your current subscription plan. Here is what you need to know: - New users starting on a qualifying plan are typically eligible to activate the free trial directly from their account. - Existing paid users on a current subscription may also be eligible, but eligibility is tied to your specific plan tier and whether you have previously activated a White Label Agency trial on your account. - The free trial is available once per account. If a trial was already activated under your account, it cannot be restarted. ⚙️ Does My Current Plan Affect Eligibility? Yes, your active subscription plan plays a role in whether you can access the White Label Agency free trial without upgrading. Keep the following in mind: - Certain lower-tier plans may require an upgrade before the White Label Agency add-on — and its free trial — becomes accessible. - If you are on a Pro or higher plan, you are more likely to be able to activate the trial directly without a plan change. - Upgrading your base plan is not always required, but it depends on the plan you are currently subscribed to. Because plan structures and add-on availability can vary, the best way to confirm your eligibility is to check your account or contact our support team directly. 🚀 How to Check Your Trial Eligibility 1. Log in to your Search Atlas account. 2. Click the apps-grid icon in the header, then go to More Features → Agency Hub (Set up your Agency's White Label). 3. Look for the White Label Agency option. 4. If a Start Free Trial button is visible, you are eligible to activate it immediately. 5. If the option is greyed out or unavailable, your current plan may require an upgrade before access is granted. 📊 What's Included in the White Label Agency Trial? During your 7-day free trial, you can explore the full White Label Agency feature set, which includes: - Custom branded report builder with your agency's logo and colours (accessible via Left sidebar → Reports) - White-labeled client-facing dashboards - Custom agency domain settings for a fully branded experience - Access to client management tools under the White Label portal No charges are applied during the trial period. If you do not cancel before the trial ends, the add-on will convert to a paid subscription at the standard rate. 💡 Tips Before Starting Your Trial - Make sure your subscription plan is active and in good standing before attempting to activate the trial. - Review the White Label Agency pricing so you know the cost if you decide to continue after the trial. - Set a reminder before the 7-day trial period ends so you can decide whether to keep or cancel the add-on. 🛠️ Still Not Sure If You Qualify? If you are unsure whether your current account is eligible for the White Label Agency free trial, or if you do not see the trial option in your account, our team is happy to check for you. 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 Free/Starter/Basic plan users have no access. No 7-day free trial exists on existing paid plans; upgrading to PRO/higher is the only way to enable White Label Agency. Steps: Header apps-grid icon (More Features) → Agency Hub.

✉️ White Label Client Activation and Project Assignment

🔍 Overview When you add a new client to your white label plan, there is one required step that must happen before you can assign them to a project or activate their plan: the client must accept their invitation. Until they do, those options will remain unavailable, regardless of what you do inside the platform. 📋 How the White Label Client Onboarding Workflow Works The white label client setup follows a specific sequence. Each step must be completed in order before moving to the next. 1. You add the client to your white label plan. The platform automatically sends an invitation to the client's email address. 2. The client accepts the invitation by following the link in that email and completing any required account setup steps on their end. 3. You assign the client to a project. This option becomes available only after the client has accepted the invitation. 4. You activate the client's plan. Plan activation also becomes available only after invitation acceptance. Steps 3 and 4 are locked until step 2 is complete. This is by design and cannot be bypassed. ✅ What to Do If You Are Stuck If you have already added a client but cannot assign them to a project or activate their plan, the most likely cause is that the client has not yet accepted their invitation. Ask your client to check their inbox, including their spam or junk folder, for an invitation email from Search Atlas and complete the account setup steps it contains. Once they have done so, the options to assign them to a project and activate their plan will become available to you. 📁 Assigning a Client to a Project After Acceptance Once the client has accepted their invitation, the options to assign them to a project and activate their plan will be unlocked within your white label plan settings. 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 Setup URL Format and Logo Specifications

Understanding the Whitelabel URL Format A common question when setting up whitelabel in Search Atlas is whether you can use a root domain (for example, youragency.com) or whether a subdomain is required. Important: Root domains (also called apex domains) are generally not supported for whitelabel configuration. You will typically need to use a subdomain — for example: - seo.youragency.com - reports.youragency.com - app.youragency.com Using a subdomain allows DNS records to be configured correctly so your whitelabel environment loads reliably for your clients. Configuring Your Whitelabel Domain To set up your whitelabel domain, navigate to the Whitelabel or White Label area within your Search Atlas account settings. Enter your chosen subdomain in the domain field provided and follow the DNS configuration instructions shown on that page to point your subdomain to the Search Atlas platform. If you are unsure of the exact steps required for your DNS provider, or if the settings page does not clearly indicate what is needed, please reach out to our support team directly — they can confirm the correct configuration for your account. Logo Specifications for Whitelabel Branding Search Atlas accepts logos in PNG and JPG formats for whitelabel branding. Beyond the accepted file types, the exact recommended dimensions, file size limits, and other technical constraints for logo uploads are not publicly documented in detail. If your logo does not display correctly after upload — for example, if it appears blurry, incorrectly sized, or misaligned — contact our support team with a description of the issue and the file you are trying to upload. They can advise on the optimal specifications for your specific logo and account setup. Getting Help with Your Whitelabel Setup Because whitelabel configuration details (such as exact DNS record values, supported domain formats, and logo requirements) can vary by account, the most reliable way to confirm the correct setup for your situation is to contact our team directly. When you reach out, please have the following ready: - The subdomain you intend to use (e.g., seo.youragency.com) - Your current DNS provider or domain registrar - A description of any error or issue you are encountering - The logo file you are trying to upload, if applicable 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.

🏢 Access Agency Hub and Set Up White Label

White Label Reseller Program: Setup and Pricing

Search Atlas offers a white label reseller program that allows agencies to rebrand the platform and manage client sub-accounts under their own brand identity. 🏷️ What Is the White Label Reseller Program? The white label program is designed for agencies and resellers who want to deliver Search Atlas tools to their clients under their own brand. Key capabilities include: - Custom logo and color scheme applied across the platform - Provisioning of separate sub-accounts for each client - Centralized management of client access from the reseller account 💲 Pricing and Margins Reseller pricing and feature access are configured by the Search Atlas team during your onboarding process. This is not a self-serve setup — your assigned account manager will work with you to define: - Your reseller plan tier and included features - The number of client sub-accounts you can provision - Any custom pricing arrangements specific to your agreement A common question from resellers is how the billing margin model works — specifically, how the difference between your Search Atlas cost and the selling price you charge clients translates into agency revenue. Search Atlas uses a percentage-based reseller billing structure; the exact margin for your agreement is defined during onboarding with your account manager, who will walk you through how to price your services to clients profitably. Margin settings and per-client pricing are not adjustable through the platform dashboard. All pricing changes must be coordinated through your account manager. ⚙️ Setting Up White Label White label configuration is handled by the Search Atlas team — there is no self-serve setup flow in the dashboard. To get started or make changes: 1. Contact your Search Atlas Account Manager to discuss your white label requirements and plan options. 2. Provide your branding assets (logo, brand colors, and any other visual elements) as directed by your account manager. 3. The Search Atlas team will configure your white label environment and provision your reseller account. 4. Once active, log in and begin creating and managing client sub-accounts by navigating to More Features → Agency Hub. Troubleshooting: If you see a profit margin displayed as a negative value when a selling price is updated during your white label setup, or if configured pricing values are not appearing correctly on your Pricing page, both were previously identified platform issues that have since been resolved. If you continue to experience either problem, contact support via the chat widget below. 📋 Managing Client Sub-Accounts After your reseller account is live, you can provision sub-accounts for your clients through your dashboard. If you need to adjust the number of sub-accounts, update feature access for specific clients, or modify branding settings at any time, contact your account manager to request the change. 💬 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 Reseller Pricing, Margins, and Features

💡 What Is the White Label Reseller Program? The Search Atlas white label program lets you offer a fully branded SEO platform to your own clients under your company's name and logo. You set your own pricing, manage your client roster, and build a recurring revenue stream — all powered by Search Atlas infrastructure running invisibly in the background. It is designed for agencies and consultants who want to expand their service offering without building proprietary software. 💰 How the 70% Reseller Billing Model Works The reseller billing structure is built to give you a meaningful margin on every client you onboard. The flow works as follows: 1. Search Atlas bills you at the wholesale reseller rate for each client seat or plan tier you activate. 2. You bill your clients directly at whatever retail price you choose to charge them. 3. You retain the margin between what your clients pay you and what you pay Search Atlas. The per-child fee Search Atlas bills you 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 — so the difference between your selling price and the Search Atlas fee is yours to keep. In addition to these per-child fees, Search Atlas also bills you for your own agency subscription. Search Atlas does not bill your clients directly (except affiliate children, who pay Search Atlas themselves). Because exact pricing tiers, per-seat costs, and volume discount thresholds vary based on your client volume and selected plan, the sales team will provide a personalized breakdown so you can model your revenue accurately before committing to any contract. 🖥️ Features Your Clients Get Access To Clients on your white label portal gain access to a full suite of SEO tools through your branded environment. Depending on the plan tier you select for them, features typically include: - SEO dashboards — keyword rankings, organic traffic insights, and performance trend metrics - Site audit tools — on-page and technical SEO issue detection and recommendations - Backlink tracking — monitor link profiles, new acquisitions, and lost links over time - Content optimization reports — AI-assisted recommendations to improve existing and new content - White-labeled PDF reports — client-facing reports branded under your business name and logo - Platform integrations — connections to Google Analytics, Google Search Console, and other third-party tools Your sales rep can supply a full feature matrix showing exactly what is included at each plan level so you can match the right tier to each client's needs. 🔧 Admin and Management Controls for Resellers As a reseller admin, you operate a dedicated management layer that sits above all of your clients' accounts. Your admin panel typically gives you access to: - Client account creation — spin up, configure, and deactivate client accounts directly from your dashboard - Branding controls — apply your logo, brand colors, and a custom domain so the platform appears entirely as your own product - Usage monitoring — view activity, tool usage, and engagement data across your entire client base in a single view - Plan and billing management — assign, upgrade, or downgrade plan tiers per client and track which accounts are active - Access and permission controls — define what each client account can see, edit, or export within the portal 🚀 How to Get Started as a Reseller Follow these steps to launch your white label reseller account: 1. Connect with the sales team — open the chat widget in the platform and request a white label consultation to receive your personalized pricing proposal and margin breakdown. 2. Review your contract and plan options — your sales rep will walk you through available tiers, volume discounts, and any custom arrangements that apply to your situation. 3. Configure your branded portal — once onboarded, the team will help you set up your white label environment, apply your branding, and configure your custom domain. 4. Onboard your first clients — use your admin dashboard to create client accounts, assign plan tiers, and begin delivering SEO services under your brand. 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 Video Guide for Agencies

🏷️ What Is White Label in Search Atlas? White Label allows agencies to brand the Search Atlas platform with their own logo, colors, and domain — giving clients a seamless, professional experience under your agency's identity. This feature is available through the Agency Whitelabel section of the platform. 📍 How to Access White Label Settings 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. 4. From here you can manage all white label options, including White Label Setup, Settings, Site Analysis Lead Capture Widget, and your Affiliate Link. 🎬 Video Guide: Setting Up White Label Search Atlas provides an official video walkthrough to help you configure your white label setup quickly and correctly. Follow the steps below to access and use the guide: 1. Navigate to More Features → Agency Whitelabel in your platform. 2. Look for the White Label Setup option on the Agency Whitelabel page. 3. A video tutorial is embedded directly within the setup section to walk you through each configuration step in real time. 4. Follow along with the video to complete your branding setup, including uploading your logo, setting your brand colors, and configuring your custom domain. Watching the video guide alongside the in-platform setup ensures you don't miss any required fields or optional customizations. ⚙️ What You Can Configure in White Label - Custom Logo: Replace the Search Atlas logo with your agency's logo across the platform. - Brand Colors: Match the platform's color scheme to your agency's brand identity. - Custom Domain: Host the platform under your own domain so clients see your brand, not Search Atlas. - Site Analysis Lead Capture Widget: Embed a branded SEO audit widget on your agency website to generate leads. - Affiliate Link: Access and share your unique affiliate link directly from the Agency Whitelabel page. ✅ Tips for a Smooth White Label Setup - Prepare your logo file in advance — a transparent PNG works best for clean branding across light and dark backgrounds. - Have your custom domain DNS credentials ready if you plan to configure a custom URL. - Complete the video guide in one session to avoid partial configurations that may affect how clients see the platform. - Test the white-labeled platform from a client's perspective before sharing access to ensure everything appears correctly. 💡 Joining the SEOTheory Community For additional tips, agency strategies, and setup support from fellow Search Atlas users, you can join the SEOTheory Community directly from the More Features → Agency Whitelabel page. This is a great resource for learning best practices around white label configuration and agency growth. 🆘 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.

⚙️ Agency DNS Setup Instructions

🧭 Open the agency setup page Sign in to Search Atlas and go to More Features → Agency Whitelabel. You can also open /agency-settings directly. Select White Label Setup to begin. 🌐 Add your agency domain 1. Enter the custom domain or subdomain you want to use for your agency experience. 2. Save the domain to display the DNS record details provided by Search Atlas. 3. Keep this page open while updating your DNS provider. 🛠️ Create the DNS record 1. Sign in to the company where your domain’s DNS is managed, such as your domain registrar or hosting provider. 2. Open the DNS, DNS management, or zone editor for the domain. 3. Add the record shown in Search Atlas. Use the exact record type, host or name, and target or value provided in White Label Setup. 4. Do not add extra spaces, quotation marks, or the full domain twice. If your provider automatically appends the domain name, enter only the host portion. 5. Save the DNS change. Remove conflicting records for the same host if your DNS provider requires a single record. ✅ Verify the connection 1. Return to More Features → Agency Whitelabel → White Label Setup. 2. Select the option to verify or refresh the DNS status. 3. Wait for the status to show that the domain is connected. DNS updates can take time to reach all providers. 🔎 Troubleshoot common issues - Verification fails: Confirm that the record exactly matches the value shown in Search Atlas. - Record is not found: Check that you edited the authoritative DNS provider, not only your website hosting settings. - Host is duplicated: Try entering only the subdomain, such as app, instead of app.example.com, if your provider adds the domain automatically. - Proxy or CDN is enabled: If your DNS provider offers proxying, temporarily use DNS-only mode while verifying the record. - Changes are still pending: Allow time for DNS propagation, then refresh the setup status in Search Atlas. 💬 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.

🛠️ Set Up Your Agency White Label Dashboard

🚀 What You Can White Label The Agency Whitelabel feature lets you present the Search Atlas platform under your own brand. You can connect a custom domain, add your logo and brand colors, and give your clients a fully white-labeled dashboard. From the Agency Whitelabel area you can also manage the Site Analysis Lead Capture Widget, your Affiliate Link, and join the SEOTheory Community. 🧭 Open the Agency Whitelabel Settings 1. Log in to your Search Atlas account. 2. In the left navigation, click More Features. 3. Select Agency Whitelabel. You will land on the Agency Settings page (/agency-settings), where you will find White Label Setup, Settings, the Site Analysis Lead Capture Widget, your Affiliate Link, and the option to Join the SEOTheory Community. 🌐 Add Your Custom Domain 1. Go to More Features → Agency Whitelabel. 2. Open the White Label Setup section. 3. Enter the domain you want to use for your white label dashboard, for example app.youragency.com. 4. Click Save. We strongly recommend using a subdomain (such as app.youragency.com or portal.youragency.com) instead of your root domain. This keeps your main website untouched and avoids DNS conflicts. 🧾 Create Your DNS Record Both A records and CNAME records are confirmed and fully supported for white label setup. You only need one of the two options below. Do not create both an A record and a CNAME for the same host, as this will cause a conflict. Option 1 — A Record (recommended): - Type: A - Host / Name: your subdomain. For app.youragency.com, enter app. For the root domain youragency.com, enter @. - **Points to / Value:**35.243.150.225 - TTL: leave at the default value, or set it to 3600 Option 2 — CNAME Record: - Type: CNAME - Host / Name: your subdomain, for example app - Points to / Value: the white label endpoint displayed in the White Label Setup screen of your account - TTL: leave at the default value Note that a CNAME record cannot be placed on a root domain due to how DNS works. If you must use your root domain, choose the A record option and point it to 35.243.150.225. If you use Cloudflare, set the record's proxy status to DNS only (grey cloud), otherwise the SSL certificate cannot be issued. 🔒 Wait for Propagation and SSL After saving your DNS record, DNS propagation can take anywhere from a few minutes up to 24-48 hours, though most setups complete within a few hours. Once your DNS changes have propagated, Search Atlas automatically issues and installs a free SSL certificate for your custom domain so your white label dashboard loads securely over HTTPS. You can check the connection status at any time in the White Label Setup screen. 🎨 Brand Your Dashboard While DNS propagates, finish your branding in the White Label Setup and Settings sections: - Upload your logo and favicon. - Set your brand colors for the dashboard interface. - Customize the login page your clients will see. - Review the Site Analysis Lead Capture Widget settings to generate leads under your brand. ⚠️ Troubleshooting Common Issues - Dashboard will not load: Confirm your A record points exactly to 35.243.150.225, or that your CNAME matches the endpoint shown in White Label Setup. Use any public DNS checker to verify the record has propagated. - SSL is stuck as pending: DNS may not have fully propagated yet, or your Cloudflare proxy is enabled. Switch the record to DNS only (grey cloud) and wait a few hours. - Duplicate or conflicting record error: Your DNS provider will reject the new record if an existing A, AAAA, or CNAME record already exists for the same host. Delete the old record first, then create the new one. - Root domain is not accepted: Some DNS providers do not support A records on root domains or block CNAMEs at the root. In that case, use a subdomain instead. - Changes are not showing: Lower your TTL to 3600 before editing, then clear your browser cache and recheck after an hour. 💬 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 Agency Access and Trial Eligibility Explained

🔍 Overview White Label Agency is a premium feature set that lets you brand the Search Atlas platform with your own logo, colors, and domain before sharing it with clients. Because of its advanced nature, White Label Agency access is not available as a standalone free trial and requires a qualifying subscription to activate. 📋 Who Can Access White Label Agency? White Label Agency features are available exclusively to users on a PRO plan or higher. This applies regardless of how long you have been a Search Atlas customer or which paid plan you currently hold. - Free plan users: No access to White Label Agency. - Starter or Basic paid plan users: No access to White Label Agency. - PRO plan users: Full access to White Label Agency features. - Agency plan users: Full access to White Label Agency features. ❌ Is There a 7-Day Free Trial for White Label Agency? No. There is no 7-day free trial for White Label Agency features on any existing paid plan. White Label Agency access is unlocked only when your account is actively subscribed to a PRO or higher plan. Upgrading your subscription is the only way to enable these features. If you are currently on a Starter or Basic plan and attempt to access White Label settings, the platform will prompt you to upgrade rather than offer a trial period. ⬆️ How to Upgrade to PRO and Enable White Label Agency 1. Log in to your Search Atlas account. 2. Click your account name or avatar in the top-right corner of the platform. 3. Select Billing & Subscription from the dropdown menu. 4. Choose the PRO plan (or higher) and follow the on-screen checkout steps. 5. Once your upgrade is confirmed, navigate to Settings → Agency Settings in the left sidebar to begin configuring your white label options. 🏷️ What Is Included in White Label Agency? After upgrading to PRO or higher, you can customise the following white label elements: - Custom logo: Replace the Search Atlas logo with your agency's branding. - Custom color scheme: Match the platform's color palette to your brand guidelines. - Custom domain: Share a branded platform URL with your clients instead of the default Search Atlas URL. - Client-facing reports: Generate and share fully branded reports directly from Reports in the left sidebar (URL: /report-builder/projects-list). 💡 Tips Before You Upgrade - Review the PRO plan feature list on the Pricing page to confirm it meets all your agency needs before purchasing. - If you manage multiple clients, consider whether the Agency plan offers better seat and project limits for your workflow. - Upgrading takes effect immediately — your White Label Agency settings will be available as soon as payment is confirmed. 🆘 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.

🏢 Access Agency Hub and Set Up Lead Capture

White Label: Section Guide - Where to Find Everything

Overview The White Label feature lets agencies brand the Search Atlas platform with their own name, logo, domain, and client portal. All White Label articles are in the Account, Billing & Agency section under five White Label subcategories. Use this guide to find the right section without searching. White Label Sections White Label: Setup & Eligibility Start here for first-time White Label setup or eligibility questions. - Which plans include White Label - How to enable White Label on an account - Initial branding setup steps - Common setup blockers White Label: Branding, Logos & Reports For questions about customizing the visual identity and client-facing reports. - Uploading a logo and brand colors - Customizing client report templates - White-labeling PDF and report branding - Changing or removing branding White Label: DNS & Custom Domains For questions about pointing a custom domain to the White Label portal. - How to add a custom domain - DNS records required (CNAME, A record) - SSL certificate setup and propagation - Common domain verification errors White Label: Client Portal & Access For questions about the client-facing portal and client logins. - How clients log in to the White Label portal - Setting client permissions and access levels - Sending invitations to clients - What clients can and cannot see White Label: Pricing & Other For billing questions specific to White Label and miscellaneous topics. - White Label add-on pricing by plan - Removing or cancelling the White Label add-on - Other White Label questions not covered above Quick Reference | Customer Question | Section | |---|---| | Does my plan include White Label? | White Label: Setup & Eligibility | | How do I set up my logo and colors? | White Label: Branding, Logos & Reports | | How do I add a custom domain? | White Label: DNS & Custom Domains | | How does my client log in? | White Label: Client Portal & Access | | What does White Label cost? Can I cancel it? | White Label: Pricing & Other | Contact Support If a White Label issue is not resolved after checking the relevant section, escalate via the live chat widget inside Search Atlas. Mention which section you checked and what the customer is trying to accomplish.