🧭 Overview
When you share a white-label report by email and the recipient clicks View Report, they may see an Invitation Required message instead of the report. This is not a broken link or a browser issue — it is an access control feature built into Search Atlas white-label reports. Only specific account types are authorized to open these links.
🔍 Why This Message Appears
White-label reports in Search Atlas are protected by account-based access. The Invitation Required message appears when the person opening the link is not logged into an authorized account. The two account types that can open a shared white-label report are:
- Admin account — the Search Atlas account that created the report.
- Invited customer account — a client account that has been explicitly invited to view the report from within the platform.
Anyone else who clicks the link — including people who are not logged in, or users logged into a different Search Atlas account — will see the Invitation Required message. Clearing cookies, using incognito mode, or regenerating the link will not resolve this issue.
✅ How to Fix the Issue
Choose the option below that matches your situation.
Option 1: The viewer is your client and does not yet have an invited account
- Log in to Search Atlas with your admin account.
- In the left sidebar, click Reports (URL:
/report-builder/projects-list). - Open the report you shared.
- Locate the sharing or access settings for that report.
- Enter your client's email address to send them an official invitation.
- Ask your client to accept the invitation and log in before clicking the report link again.
Option 2: You (the admin) want to view the report yourself
- Make sure you are logged in to the Search Atlas admin account that created the report.
- Click the View Report link again.
- The report should now load correctly.
Option 3: Your client has already been invited but still sees the error
- Ask your client to go to app.searchatlas.com and log in to their invited account first.
- Once logged in, they should click the View Report link from the email.
- If they have forgotten their password, they can use the Forgot Password option on the login page.
⚠️ Common Mistakes to Avoid
- Do not forward the report link to someone who has not been invited — they will always see the Invitation Required message regardless of their browser or device.
- Do not assume the link is broken just because it shows this message. The link itself is valid; the issue is account authorization.
- Do not ask the recipient to try incognito mode — this logs them out and makes access impossible.
📋 Quick Reference: Who Can Open a White-Label Report?
- ✅ Admin account (creator of the report) — logged in
- ✅ Invited customer account — logged in and invitation accepted
- ❌ Anyone not logged in
- ❌ Users logged into a different Search Atlas account
- ❌ Anyone who has not received and accepted an invitation
💬 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.