## **🔍 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.