## 🧭 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**

1. Log in to Search Atlas with your admin account.
2. In the left sidebar, click **Reports** (URL: `/report-builder/projects-list`).
3. Open the report you shared.
4. Locate the sharing or access settings for that report.
5. Enter your client's email address to send them an official invitation.
6. 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**

1. Make sure you are logged in to the Search Atlas admin account that created the report.
2. Click the **View Report** link again.
3. The report should now load correctly.

**Option 3: Your client has already been invited but still sees the error**

1. Ask your client to go to **app.searchatlas.com** and log in to their invited account first.
2. Once logged in, they should click the **View Report** link from the email.
3. 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.