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:
- Navigate to More Features → Agency Hub (White Label) in your Search Atlas account.
- 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.
- Once inside your White Label dashboard, locate the area for managing client accounts.
- Create a new client account by entering the client's name and email address using whatever option is presented in the interface.
- 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:
- Review the list of available platform modules or sections.
- 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.
- 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.