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:
- Open the invitation email sent from your white label portal.
- Click the registration link in the email.
- Fill in the required details (such as name and password) on the registration page.
- Complete the account setup as prompted.
- 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.