White Label: Client Portal & Access

⚡ White-Label Client Accounts and Rank Tracker Errors

⚙️ Set Up White-Label Client Links

🔍 What white-label access provides White-label settings let eligible agencies customize the client-facing experience and reduce or remove Search Atlas branding from supported pages and integration links. Availability depends on your account plan and permissions. ⚙️ Activate white-label settings 1. Sign in to Search Atlas. 2. Open More Features → Agency Hub → White Label Setup. 3. Review the available settings and complete the setup fields. 4. Save your changes, then test the client-facing experience before sharing it. If you do not see White Label Setup, the feature may not be enabled for your account or you may not have the required permissions. 🔗 Share client integration links 1. Complete and save your white-label configuration first. 2. Generate or copy the integration link from the relevant client workflow. 3. Open the link in a private browser window to confirm what your client will see. 4. Share the link only after confirming that the branding and destination are correct. White-label settings do not automatically remove branding from every Search Atlas page, asset, or workflow. Always test each link before sending it to a client. 🛠️ If white-label settings are unavailable There is no supported workaround for creating an unbranded client integration link when white-label access is unavailable. Do not edit, mask, or redirect platform links, as this can cause broken authentication, incorrect attribution, or an inconsistent client experience. Until access is enabled, use the standard integration link and set expectations with your client that it may display Search Atlas branding. You can also check whether your account administrator needs to grant access or enable the appropriate plan feature. ✅ Troubleshoot setup issues - Refresh the page and reopen More Features → Agency Hub → White Label Setup. - Confirm that you are signed in to the correct workspace. - Save each setting before leaving the page. - Test the link in a private browser window or while signed out. - If the page shows an access error, fails to load, or does not save changes, record the affected workspace and link details. 💬 Get help with access 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.

⚙️ Activate White-Label Client Branding

🎨 What white-label branding does White-label branding replaces Search Atlas branding with your agency’s branding in supported client-facing areas, including shared integration links. This helps clients recognize your business when they access those links. 🚀 Activate white-label settings 1. Open More Features in the left navigation. 2. Select Agency Hub. 3. Choose White Label Setup. 4. Follow the setup steps and select Continue to move through the configuration. 5. Review the preview, then save or finish the setup as prompted. Use Back to return to a previous step. If the preview is covering part of the page, select Hide Preview. ⚙️ Manage agency settings To review general agency configuration, go to More Features → Agency Hub → Settings. From there, you can update available settings or copy your Agency ID when it is required for an integration. 🔗 Share branded integration links 1. Complete White Label Setup before creating or sharing client links. 2. Generate or copy the integration link from the relevant Search Atlas workflow. 3. Open the link in a private or logged-out browser window to confirm the client-facing branding. 4. Share the verified link with your client. If a previously copied link still shows Search Atlas branding, create or copy the link again after completing the setup and verify it in a private browser window. ✅ Check reports and client materials Reports are managed separately under Reports in the left sidebar. Open Reports to review available reports, create a report, or manage automated email reports. Branding options may vary by product area, so verify each client-facing asset before sharing it. 🛠️ Troubleshooting - Confirm that you completed every White Label Setup step. - Refresh the page after saving your settings. - Test links while logged out or in a private browser window. - Generate a new link after changing your branding. - Check that the correct agency workspace is selected. 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.

⚡ White Label Client Invitation and Registration Workflow

Overview When you set up a white label dashboard in Search Atlas, your custom domain (for example, https://nexa-dashboard.growsmallbiz.io/) is designed exclusively for your clients — not for your own admin access. If visiting your white label URL redirects to a /register page, this is expected behavior, not an error. This article explains why it happens and walks you through the correct process for inviting clients and managing access. Why Does the URL Redirect to /register? Your white label domain is invitation-gated by design. This means: - Clients who visit the URL without an active account are sent to /register so they can complete their registration after accepting your invitation. - The platform does not display a public-facing login form on your white label domain by default — access is controlled entirely through the invitation workflow. - This protects your client environment from unauthorized sign-ups and keeps your agency branding intact. Once a client has registered through their invitation link, they can return to your white label URL and log in normally. The /register redirect will only appear to users who have not yet completed registration. Admin Login vs. Client Login It is important to understand that there are two separate login paths: - Your admin login: Always use the main Search Atlas platform at dashboard.searchatlas.com (login/register) to access your agency account, manage settings, and send invitations. - Your clients' login: Clients access the platform exclusively through your white label URL (for example, https://nexa-dashboard.growsmallbiz.io/) after completing their invitation-based registration. Never use your white label URL to log in as an admin. Doing so will route you through the client registration flow, which is not intended for agency owners. How to Invite Clients To invite a client to your white label dashboard, log in to your Search Atlas account at dashboard.searchatlas.com (login/register) and navigate to the client management area of your account. From there, locate the option to invite or add a new client, enter the client's name and email address, and send the invitation. The exact button labels and navigation steps may vary depending on your account configuration — if you are unsure where to find the invitation feature, our support team can walk you through it directly. Once you send the invitation, the client will receive an email containing a unique registration link tied to your white label domain. The invitation email reflects your agency branding, so clients will see your agency name — not Search Atlas — throughout the experience. Expected Client Journey: From Invitation to Login Here is what your client experiences after you send an invitation: 1. The client receives a branded invitation email with a unique registration link. 2. The client clicks the link, which directs them to your white label domain's /register page. 3. The client completes registration by setting up their credentials. 4. Once registered, the client can return to your white label URL at any time and log in normally. 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.

🔗 Fix White-Label Report Share URL Issues

🔍 Overview When you click Share URL inside the Report Builder, the generated link should use your agency's custom white-label domain — not dashboard.searchatlas.com. If you are seeing a Search Atlas domain in your shareable links, this article explains why it happens and how to resolve it. ⚙️ Why This Happens There are two common reasons the wrong URL is generated: - No custom domain is configured: If your white-label custom domain has not been set up or saved correctly in your account settings, the platform falls back to the default Search Atlas domain when generating share links. - A previous platform bug: A known issue caused the Report Builder to resolve shareable and iframe URLs to dashboard.searchatlas.com even when a custom domain was correctly configured. This bug has been fixed in a recent platform update. If you were affected before the fix, you will need to regenerate your share links to get the correct URL. ✅ How to Fix It 1. Go to Left sidebar → Reports (URL: /report-builder/projects-list). 2. Verify that your white-label custom domain is active. If you are unsure, check your white-label settings in your account — your custom domain must be saved and verified before share links will use it. 3. Open the report you want to share. 4. Click Share URL to generate a fresh link. 5. Confirm the generated URL now shows your agency's custom domain, not dashboard.searchatlas.com. 6. Copy the new link and share it with your client. Any previously copied links using the old domain will need to be replaced with the newly generated ones. 🛠️ If the URL Still Shows the Wrong Domain If you have regenerated the link and it still resolves to dashboard.searchatlas.com, work through the following checks: - Confirm your custom domain is saved: Navigate to your white-label settings and ensure your agency domain is entered correctly and marked as active. An incomplete or unverified domain will cause the fallback URL to appear. - Clear your browser cache: In rare cases, a cached version of the page can display stale link data. Clear your cache and reload the Report Builder before generating a new link. - Try a different browser or incognito window: This rules out browser extensions or cached data interfering with the generated URL. - Re-save your white-label domain settings: Open your white-label configuration, re-enter your custom domain, and save again. Then return to the Report Builder and generate a new share link. 📋 Key Points to Remember - Any share links generated before the bug fix was deployed may still contain the old Search Atlas domain. These links will not automatically update — you must generate new ones. - Iframe embed links are affected in the same way. If you use embedded reports on a client portal, regenerate those URLs as well. - A correctly configured white-label custom domain is required for the share link to reflect your agency branding. The platform cannot generate a custom-domain URL if no domain has been set. 💬 Still Need 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.

🏷️ How to Whitelabel Reports for Existing Clients

🔍 Overview White-label reporting in Search Atlas lets you brand reports with your agency's logo, colors, and domain — for any client account, whether they signed up recently or have been with you for years. If the feature feels geared toward new clients, this article will show you exactly where to find and apply whitelabel settings to existing accounts. ⚙️ Step 1 — Open the Report Builder In the left sidebar, click Reports. This takes you to the Report Builder projects list (/report-builder/projects-list), where all your saved report projects are displayed. 👥 Step 2 — Select an Existing Client Project Locate the project tied to your existing client. If you have multiple projects, use the search bar or scroll to find the correct one. Click the project name to open it. 🏷️ Step 3 — Apply Whitelabel Branding Inside the project, look for the Branding or Whitelabel settings panel. Here you can: - Upload your agency logo to replace the Search Atlas logo on all report pages. - Set your brand colors to match your agency's visual identity. - Add a custom sender name and domain so reports appear to come directly from your agency. These settings are applied at the project level, meaning every report generated within that project will carry your branding — regardless of when the client account was created. 📄 Step 4 — Generate and Share the Whitelabelled Report Once branding is configured, generate the report as usual. You can: 1. Download the report as a PDF with your branding applied. 2. Share a live report link — the whitelabel styling will be visible to anyone who opens it. 3. Schedule automated report delivery so existing clients receive branded reports on a recurring basis. 💡 Key Things to Know - Whitelabelling works for all clients — there is no restriction that limits branding to newly created accounts. If you previously created a project for an existing client without branding, you can edit that project and apply whitelabel settings at any time. - Branding is per-project, not per-account — if an existing client has multiple projects, update each one individually. - Plan eligibility — whitelabel report features are available on the Pro plan and above. Confirm your subscription includes this feature under your account settings if you are unsure. 🛠️ Troubleshooting - Agency Settings (White Label Setup) not visible? Confirm you are on a Pro or higher plan. Downgraded accounts lose access to whitelabel options. - Logo not displaying correctly? Use a PNG file with a transparent background, recommended size 300×100 px or similar wide-format dimensions. - Changes not saving? Try refreshing the page and re-applying settings. Make sure you click Save before leaving the Agency Settings (White Label Setup) page. 💬 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.

🔗 Whitelabel Login URL and Client Invitation Workflow

🔍 Overview Search Atlas supports whitelabel branding, allowing agencies to present the platform under their own domain and brand name. This article explains what to do if your whitelabel login URL stops working and how to get help setting up or managing client invitations through your branded portal. ⚙️ How the Whitelabel Login URL Works When you set up whitelabel in Search Atlas, you are assigned a custom login URL tied to your agency's branding (for example, app.youragency.com). This URL allows you and your clients to log in and use the platform without any Search Atlas branding visible. Your whitelabel login URL is separate from the default Search Atlas login page. Clients you invite will access the platform exclusively through your custom URL. 🛠️ What to Do If Your Whitelabel URL Stops Working If your whitelabel login URL is no longer accessible, there are a few general things to check before reaching out to support: - Check your DNS settings. Your custom domain must have the correct DNS records pointing to the Search Atlas platform. If your DNS was recently changed or your domain was renewed, propagation can take time. - Verify your domain is still active. Confirm that your custom domain has not expired with your domain registrar. - Clear your browser cache. Cached data can cause a URL to appear broken. Try opening the URL in an incognito window or a different browser. If none of the above resolves the issue, please reach out to our support team with your agency name, the custom domain URL that is not working, and any error message you are seeing so we can investigate on the backend. 👥 How to Invite Clients to Your Whitelabel Platform Client invitation through the whitelabel portal is configured inside your agency account settings. Because the exact navigation steps and available options depend on your specific whitelabel setup, we recommend contacting our support team directly for guided assistance with: - Locating the client invitation area within your agency account - Sending invitations so clients receive a link to your branded portal - Understanding what access levels or project visibility options are available for invited clients When you reach out, please have your agency account email and your custom whitelabel domain ready so our team can assist you quickly. 💡 Tips for a Smooth Whitelabel Experience - Keep your domain registration up to date to avoid unexpected URL outages. - Test your whitelabel URL in an incognito window after any DNS or domain changes. - If a client reports they cannot access your branded portal, ask them to try a different browser or clear their cache before escalating. 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.

🛠️ Customize Your White-Label Login Page Text

🔍 Overview Some agency users on Search Atlas have asked about customizing or removing the text displayed on their white-label login page — for example, editing a headline or subheadline visible to clients on the login screen. This article explains what to expect and how to get help with this request. ⚙️ About This Feature White-label login page text customization is a feature available to agency-tier plan users. If you are looking to change, remove, or personalize the text shown on your client-facing white-label login screen, this is a recognized request that our team can assist with directly. At this time, the exact steps to configure login page text may vary depending on your plan, your account setup, and any recent platform updates. Rather than following unverified navigation steps, we recommend contacting our support team directly so an agent can confirm the correct current process for your specific account and guide you through it. ❗ Before You Reach Out To help our team resolve your request as quickly as possible, please have the following information ready: - Your white-label domain URL: The custom domain you have configured for your agency login page. - A description of what you want to change: For example, which text you want to edit or remove (e.g. the headline, subheadline, or other visible text on the login screen). - Your current plan: Confirm you are on an agency-tier plan, as white-label features are only available at that level. - Any error messages or screenshots: If you have already attempted to make changes and encountered an issue, include the exact error message and a screenshot if possible. 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.

🔧 Fix White-Label Portal Access After Account Transfer

Overview When an account is transferred or a white-labeled domain is updated, existing user sessions and permissions can break. This article explains what is known about the Invitation Required screen and what to do if you or your team members lose access to your white-labeled portal after an account transfer. Why You May See an 'Invitation Required' Screen The Invitation Required screen can appear when a user attempts to access a white-labeled portal but does not have active access to that workspace. This may be related to changes made during an account transfer, such as domain updates or permission resets. The exact cause can vary depending on how the transfer was handled. Steps to Restore Access As the admin of the white-labeled portal, you can attempt the following self-serve steps to restore access for affected users: 1. Log in to your Search Atlas account as the current account owner or admin. 2. Navigate to your white-label settings by clicking the apps-grid icon in the header, then selecting More Features → Agency Hub (Set up your Agency's White Label). 3. Locate the affected user(s) under the team members or user management area of the portal settings. 4. Remove and re-invite the affected user(s): If a user's access appears broken or they are stuck on the Invitation Required screen, remove them from the portal and send a fresh invitation using their email address. Ask the user to check their spam or junk folder if the invitation email does not arrive in their inbox. 5. Confirm the correct domain is set: If the portal domain was updated as part of the account transfer, verify that the white-label domain in your settings matches the URL your users are attempting to access. A mismatch between the saved domain and the actual URL can trigger access errors. 6. Have the user accept the new invitation by clicking the link in the invitation email, then ask them to log in fresh rather than using a saved bookmark or cached session. What to Have Ready Before Contacting Support If the steps above do not resolve the issue, please have the following information ready when you reach out: - The name of the affected white-labeled portal or domain. - The email address(es) of any users who have lost access. - A description of when the issue started (e.g., immediately after the account transfer). - Any error messages you are seeing, including the exact text of the Invitation Required screen. - The name of the previous account holder, if the transfer was between different users. 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.

🏷️ White Label Setup and Team Member Access Controls

🔍 Overview Search Atlas's White Label feature lets you give clients a branded experience inside the platform — without exposing your billing details, internal notes, or other account-owner information. This article explains how to set up client access correctly and why billing information should never be shared through a team member role. ⚠️ Why Billing Information Must Stay with the Account Owner A common issue occurs when a team member is granted permissions that are too broad, allowing them to view billing and subscription details intended only for the account owner. To prevent this: - Billing information is tied exclusively to the account owner login. - Team members and White Label clients should be added through their own dedicated access pathways — not as account owners or admins with full permissions. - Always review the permission level assigned to each team member before sending an invitation. 🛠️ How to Set Up White Label Client Access Follow these steps to give a client access through the White Label feature without exposing sensitive account data: 1. Log in to Search Atlas and navigate to More Features → Agency Hub (Agency Settings). 2. Locate the White Label section in the Agency Settings menu. 3. Enter your client's details, including their name and email address. 4. Configure the branding options — upload your logo and set your brand colors so the client sees your agency's identity, not Search Atlas. 5. Assign the client access only to the specific projects or reports they need. Do not grant admin-level permissions. 6. Send the invitation. Your client will receive a branded login link scoped to their allowed content only. 👥 How to Manage Team Member Permissions Team members are internal users — such as employees or contractors — who need access to work inside your account. Their permissions should be set carefully: 1. Go to Account Settings and open the Team Members section. 2. Click Invite Team Member and enter their email address. 3. Select a permission level that matches their role. Avoid assigning Admin access unless the person genuinely needs full account control, including visibility into billing. 4. For most team members, choose a limited or project-specific role that restricts access to billing, subscription details, and account ownership settings. 5. Click Send Invite. The team member will receive an email to set up their login. 📊 Sharing Reports with Clients Safely If your goal is simply to share SEO reports with a client rather than giving them a login, you can use the Report Builder instead: - Navigate to Reports in the left sidebar (or go to /report-builder/projects-list). - Open the relevant report (Executive Summary) and click Share & Export. - Generate a shareable link that gives the client read-only access to that specific report — no login required. - This method is ideal for clients who only need to review results, not interact with the platform. ✅ Best Practices for Access Management - Account owner credentials should never be shared. Only one person should hold the owner login — the person responsible for billing and the subscription. - Use White Label client access for external clients who need a branded platform experience. - Use Team Member roles for internal staff, and always apply the least-privilege principle — grant only the access each person needs. - Periodically audit your team member list and remove anyone who no longer needs access. - If a client reports seeing billing information, review their permission level immediately and downgrade it to a restricted role. 💬 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.

📊 Send White-Labeled Weekly Reports to Agency Clients

📋 Overview Search Atlas allows agencies to send fully white-labeled Weekly Wins reports directly to clients. Before you can do this, two prerequisites must be completed: the client's Google Search Console (GSC) account must be connected to the platform, and an admin must approve that connection. Once those steps are done, you can build and schedule branded reports in the Report Builder. ✅ Prerequisites Before Sending Reports The following steps must be completed for each client before white-labeled reports can be generated or sent: 1. GSC account access: You must have access to the client's Google Search Console property. Either the client grants you access as a verified user, or you obtain their GSC credentials to connect the account on their behalf. 2. Connect the GSC account in Search Atlas: The client's GSC property must be added to the platform so their performance data is available for reporting. 3. Admin approval: After the GSC account is submitted for connection, a Search Atlas admin must approve the integration before data becomes available. This step is required and cannot be skipped. Allow time for this approval before expecting data to populate. If the client shown in any email example or existing workspace has not yet had their GSC account connected and approved, reports cannot be generated for that client until these steps are complete. 🔗 How to Connect a Client's GSC Account 1. Confirm you have access to the client's GSC property (either as an added user or via their credentials). 2. Navigate to the relevant client project inside Search Atlas. 3. Follow the GSC connection flow to link the property to the project. 4. Submit the connection and notify your account admin that approval is needed. 5. Wait for admin confirmation that the GSC account has been approved and data is syncing. Once the GSC account is approved and data is available, you can proceed to build and schedule reports. 🎨 How to Set Up White-Labeled Reports in Report Builder 1. In the left sidebar, click Reports. This takes you to the Report Builder projects list (/report-builder/projects-list). 2. Select an existing project or create a new one for the client. 3. Inside the project, open the report you want to white-label, or create a new report. 4. Go to your Avatar → Agency Settings (White Label Setup) and locate the branding options. 5. Upload your agency logo, set your brand colors, and enter the agency name that should appear on the report. 6. Add the client's details to the report where prompted. 7. Select Weekly Wins as the report type (or configure the report sections to reflect weekly performance highlights). 8. Set the delivery schedule to weekly and enter the client's email address as the recipient. 9. Save and activate the schedule. The report will now be sent automatically each week, branded with your agency's identity. 📧 Sending Reports for a Specific Client If you received an email example showing a particular client and want to replicate or send that report to them, work through the following checklist: - Is the client's GSC account connected? If not, complete the GSC connection steps above first. - Has admin approval been granted? Check with your account admin to confirm the GSC integration is approved and data is live. - Is the client project set up in Report Builder? Ensure a project exists for this client in the Reports section. - Is white-label branding configured? Confirm your logo and brand settings are saved in the report before scheduling delivery. All four conditions must be met before the client will receive a correctly branded weekly report. ⚠️ Common Issues and What to Do - No data appearing in the report: The GSC account is likely pending admin approval. Contact your admin to confirm the status. - Report is not branded: Return to Avatar → Agency Settings (White Label Setup) and verify that branding details (Agency Logo, Brand Colors, Favicon, AI Assistant Branding) have been saved correctly. - Client is not receiving scheduled emails: Double-check the recipient email address in the report schedule settings and confirm the schedule is set to active. - Cannot find the client's project: Make sure the client project was created in Report Builder and that the GSC property was linked to that specific project. 💬 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.

🏷️ Configure White-Label Client Portal Project Access

🗺️ Overview Search Atlas's white-label client portal lets you give each client a branded experience showing only the tools and data relevant to them. This article walks you through assigning a client to a specific project and limiting their portal view to selected features — such as Google Reviews and Reports. ⚙️ Before You Begin Make sure you have completed the initial white-label setup. If you have not yet configured your brand identity, custom domain, or client management settings, navigate to More Features → Agency Hub (/agency-settings) and complete all steps in the setup wizard (Brand Identity → Domain & Login → Pricing & Fees → Client Management → Review & Launch) before proceeding. 🚀 Step 1: Open the Agency Whitelabel Area 1. Log in to your Search Atlas account. 2. In the header, click the apps-grid icon and select More Features. 3. Select Agency Hub (/agency-settings). You will land on the Brand Identity tab by default. 👤 Step 2: Navigate to Client Management 1. From the Agency Whitelabel section, click through to the Client Management tab (or select it directly if your wizard is already complete). 2. Here you will see a list of all clients currently added to your white-label portal. 3. To assign access to an existing client, locate them in the list and click their name or the corresponding edit action. To add a new client, follow the on-screen prompts to create a client profile first. 📁 Step 3: Assign the Client to a Project 1. Inside the client's profile, find the Project or Website assignment field. 2. Select the specific project you want this client to access. Each client should be mapped to the project that contains their website data. 3. Save your changes before moving to the next step. 🔒 Step 4: Configure Portal Feature Visibility Once the client is linked to a project, you can control which sections they see when they log in to the white-label portal. To limit the view to only Google Reviews and Reports: 1. Within the client's settings, locate the Feature Access or Visible Sections controls. 2. Disable all feature toggles except Google Reviews and Reports. 3. Click Save (or Continue if you are still inside the setup wizard flow) to apply your changes. The client will now only see the Google Reviews and Reports sections when they log in — all other platform areas will be hidden from their view. 📊 Step 5: Verify Reports Are Available for the Project To make sure your client can view reports in their portal, confirm that at least one report has been created for their assigned project: 1. In the left sidebar, click Reports. 2. You will be taken to the Report Builder projects list (/report-builder/projects-list). 3. Locate the client's project. If no report exists, click + Create to build one. 4. Once a report is created, it will automatically appear inside the client's white-label portal under the Reports section. ✅ Step 6: Preview and Confirm the Client View 1. Return to More Features → Agency Hub (/agency-settings). 2. Use the Hide Preview toggle (or the preview panel if visible) to see how the portal looks from the client's perspective. 3. Log in to the white-label portal using the client's credentials to do a final check that only Google Reviews and Reports are visible. 💡 Tips and Common Issues - Client sees more than expected: Double-check that all unwanted feature toggles are disabled in the client's Feature Access settings and that changes were saved. - Reports not showing: Ensure a report has been created and published for the client's specific project in the Report Builder. - Portal showing generic onboarding: If the white-label wizard content appears missing, navigate back to More Features → Agency Hub (/agency-settings) and re-complete the wizard from Brand Identity through to Review & Launch. - Multiple projects: Each client can only be assigned to one project at a time. If a client manages multiple websites, consider creating a separate client profile for each project. 💬 Need 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.

🏷️ White Label Agency Access and Trial Eligibility Explained

🔍 Overview White Label Agency is a premium feature set that lets you brand the Search Atlas platform with your own logo, colors, and domain before sharing it with clients. Because of its advanced nature, White Label Agency access is not available as a standalone free trial and requires a qualifying subscription to activate. 📋 Who Can Access White Label Agency? White Label Agency features are available exclusively to users on a PRO plan or higher. This applies regardless of how long you have been a Search Atlas customer or which paid plan you currently hold. - Free plan users: No access to White Label Agency. - Starter or Basic paid plan users: No access to White Label Agency. - PRO plan users: Full access to White Label Agency features. - Agency plan users: Full access to White Label Agency features. ❌ Is There a 7-Day Free Trial for White Label Agency? No. There is no 7-day free trial for White Label Agency features on any existing paid plan. White Label Agency access is unlocked only when your account is actively subscribed to a PRO or higher plan. Upgrading your subscription is the only way to enable these features. If you are currently on a Starter or Basic plan and attempt to access White Label settings, the platform will prompt you to upgrade rather than offer a trial period. ⬆️ How to Upgrade to PRO and Enable White Label Agency 1. Log in to your Search Atlas account. 2. Click your account name or avatar in the top-right corner of the platform. 3. Select Billing & Subscription from the dropdown menu. 4. Choose the PRO plan (or higher) and follow the on-screen checkout steps. 5. Once your upgrade is confirmed, navigate to Settings → Agency Settings in the left sidebar to begin configuring your white label options. 🏷️ What Is Included in White Label Agency? After upgrading to PRO or higher, you can customise the following white label elements: - Custom logo: Replace the Search Atlas logo with your agency's branding. - Custom color scheme: Match the platform's color palette to your brand guidelines. - Custom domain: Share a branded platform URL with your clients instead of the default Search Atlas URL. - Client-facing reports: Generate and share fully branded reports directly from Reports in the left sidebar (URL: /report-builder/projects-list). 💡 Tips Before You Upgrade - Review the PRO plan feature list on the Pricing page to confirm it meets all your agency needs before purchasing. - If you manage multiple clients, consider whether the Agency plan offers better seat and project limits for your workflow. - Upgrading takes effect immediately — your White Label Agency settings will be available as soon as payment is confirmed. 🆘 Need 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.

✉️ White Label Client Activation and Project Assignment

🔍 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.

⚙️ Configure Client Portal Access and Project Permissions

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. - Assigning a client to a specific project so they only see relevant data. 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: 1. Navigate to More Features → Agency Hub (White Label) in your Search Atlas account. 2. 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. 3. Once inside your White Label dashboard, locate the area for managing client accounts. 4. Create a new client account by entering the client's name and email address using whatever option is presented in the interface. 5. 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: 1. Review the list of available platform modules or sections. 2. 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. 3. 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: Assign the Client to a Specific Project To ensure the client only sees data relevant to their account, you will need to associate them with the appropriate project inside the White Label dashboard. Locate the client account you configured, then look for a project assignment or link option and select the relevant GBP project. 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.

🔄 Transition Clients to Your White-Label Portal Safely

🗺️ Overview When you manage clients through Search Atlas, you may start by giving them direct access via a team-member seat on your main account. As your agency grows, you can transition those clients into your white-labeled portal — giving them a branded experience while keeping all their historical data intact. This article explains exactly how that transition works and what your clients will see after the move. 📋 What Data Is Preserved During the Transition Before you begin, it helps to know what carries over automatically and what requires your attention. - Project data: All SEO projects, tracked keywords, backlink data, and site audit results are preserved and tied to the project — not the login method. - Reports: Any reports built or saved under your client's projects remain accessible. You can find these in the left sidebar under Reports (or navigate directly to /report-builder/projects-list). - OTTO configurations: Any OTTO SEO settings and deployed optimisations stay linked to the project and are not affected by a portal transition. - Historical snapshots: Ranking history, traffic trends, and audit snapshots are all retained within the project record. No data is deleted when you reassign access. The transition only changes how your client logs in and what interface they see — not the underlying project data. ⚙️ Step-by-Step: How to Transition a Client 1. Log in to your Search Atlas account and go to Settings via the avatar menu in the top-right corner, then select Team Members (or navigate to /settings). 2. Locate the client's current seat. Identify the team member entry that corresponds to your client's direct seat. Note their email address and which projects they currently have access to. 3. Set up your white-label portal (if not done already). Ensure your branded portal is active and configured with your agency's logo, colours, and domain. This is managed inside the white-label settings of your Search Atlas account. 4. Create a new client account inside the white-label portal. Use the same email address your client already uses, or a new one they prefer. When you add them through the white-label portal, it creates a separate login tied to your branded environment. 5. Assign the correct projects to the new portal account. In your white-label portal settings, connect the existing Search Atlas projects to the new client account. This is the critical step that ensures your client sees their data immediately after logging in. 6. Send the client their new portal login link. Share your white-label portal URL and instruct them to use their credentials to log in. They will land directly on their assigned projects with all historical data visible. 7. Remove the old OTTO Starter seat. Once your client has confirmed they can access everything through the white-label portal, return to Settings → Team Members and remove their previous direct seat to free up that licence. 👁️ What Your Client Will See After Logging In After a successful transition, your client will log in to your branded portal and immediately see: - All previously tracked projects with full keyword ranking history - Saved and scheduled reports under Reports - OTTO SEO status and any deployed site improvements - Backlink data and site audit results with historical comparisons From their perspective, the experience is continuous — they simply now log in through your branded URL instead of a generic Search Atlas link. There is no data gap or reset. ⚠️ Common Mistakes to Avoid - Removing the old seat before assigning projects: Always confirm that projects are correctly assigned in the white-label portal before removing the original seat. If you remove access too early, the client may see an empty dashboard temporarily. - Using a different email address without notifying the client: If you create the portal account under a new email, make sure the client knows which credentials to use. A mismatched email will show no data. - Skipping the project assignment step: Creating a portal account without linking projects results in a blank workspace. Project assignment is mandatory for data visibility. 💬 Need Help With Your Transition? 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.

🏢 Agency Client Portal and Whitelabel Setup Guide

Overview As a Search Atlas agency user, you can give clients access to their SEO data through your agency account. Because agency client portal and whitelabel setup requires backend configuration by our team — including account provisioning, domain mapping, and plan assignment — this cannot be completed independently through the platform UI. This article explains what information to have ready and what to expect when you contact support. What This Process Involves Depending on what you need, our team will configure one of the following for you: - Shared dashboard access: Your client is invited to access data within your existing agency account under your agency branding. - Whitelabel portal access: Your client accesses a separately branded environment hosted under your own domain, with your logo and brand colors, powered by Search Atlas in the background. Both options require our support team to make backend changes to your account. There is no self-serve flow in the platform to complete either setup end-to-end. What to Have Ready Before You Reach Out Gathering the following details in advance will allow our team to complete your setup as quickly as possible: - Your agency account email address - Whether you need shared dashboard access or a whitelabel portal for your client - Your client's email address (required for shared access) - Your desired branded domain (required for whitelabel setup, e.g. reports.youragency.com) - Any specific permissions or restrictions you want applied to the client account (e.g. read-only access, restricted to specific projects) - A description of anything you have already attempted, including any error messages you encountered What Happens After You Contact Support Once you reach out with the details above, our team will: 1. Confirm which setup type is available on your current plan 2. Provision or configure the client account or whitelabel environment on the backend 3. Confirm when the setup is complete and provide any login or access details your client will need 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.

⚡ White-Label Client Account Transition: Data Preservation Guide

Overview When transitioning a client from a direct OTTO Starter seat to an account managed through your white-labeled portal, questions often arise about whether existing data, reports, and project history will be preserved. Because the specifics of this process depend on your account configuration and may require backend assistance from our team, this article explains what to prepare so our team can help you as efficiently as possible. What to Have Ready When Contacting Support White-label client account transitions and data preservation requests require our support team to review your account directly. To help us assist you as quickly as possible, please have the following information ready before reaching out: - Your agency account name and the email address associated with it. - The client's registered email address on their current direct OTTO Starter seat. - The name of your white-label portal (if already configured). - A description of what you need preserved or migrated — for example, any reports, projects, or other data associated with the client's account. - Whether the client's original direct seat is still active, since seat status may affect available options. 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.

🔑 Fix White Label Account Access and OTTO Upgrades

🔍 Overview If you manage white label customer accounts inside Search Atlas, you may run into two common issues: being unexpectedly logged out when accessing a customer's account, and uncertainty about which plan to assign so the customer can use OTTO SEO. This article explains both issues and walks you through the steps to resolve them. ⚙️ Why You Keep Getting Logged Out When you access a white label customer's account, Search Atlas treats the session as a separate login. Getting kicked out typically happens for one of the following reasons: - Simultaneous sessions: The customer is actively logged in at the same time you are. The platform allows only one active session per account, so one user will be pushed out. - Session timeout: Customer accounts may have shorter inactivity timeouts depending on their plan settings. If you step away, the session can expire. - Browser conflicts: Accessing multiple white label accounts in the same browser window can cause session collisions. Different accounts share the same cookie space unless you use separate browser profiles or incognito windows. To avoid being logged out, follow these best practices: 1. Coordinate with your customer before accessing their account so you are not both logged in at the same time. 2. Use a dedicated browser profile or an incognito window for each white label customer account you manage. 3. Avoid leaving customer account sessions idle for long periods. 🚀 Which Plan Gives Customers OTTO Access OTTO SEO is available on specific plans within Search Atlas. To enable OTTO for a white label customer, the customer's account must be assigned a plan that includes OTTO SEO as a feature. Here is how to check and update a customer's plan: 1. Log in to your main Search Atlas account (your agency account, not the customer's). 2. Navigate to your Account Menu by clicking your avatar in the top-right corner. 3. Select Team Members or your white label client management area from the dropdown. 4. Locate the customer account you want to upgrade. 5. Review the plan currently assigned to that customer. If the plan does not include OTTO SEO, select an upgraded plan that lists OTTO SEO as an included feature. 6. Save your changes. The customer will now have OTTO SEO available in their account. Important: If you are unsure which plan tier includes OTTO SEO for white label customers, or if the upgrade option is not visible in your dashboard, this may be a billing or permissions configuration that requires manual adjustment by the Search Atlas team. 🛠️ Quick Troubleshooting Checklist Run through this checklist before escalating to support: - Still getting logged out? Confirm the customer is not logged in at the same time, and switch to a separate browser profile. - OTTO not visible after upgrade? Ask the customer to log out and log back in to refresh their session and plan entitlements. - Upgrade option missing? Verify you are logged into your agency (parent) account, not the customer's account, when managing plans. - Customer cannot see OTTO tools? Check that OTTO SEO is explicitly listed as an included feature on their assigned plan, not just that they are on a higher-tier plan. 💡 Tips for Managing Multiple White Label Accounts - Use a password manager to store unique credentials for each customer account so switching between them is fast and error-free. - Label each browser profile clearly (for example, "Client A — Search Atlas") to avoid accidentally working in the wrong account. - Keep a simple internal record of each customer's current plan and feature set so you can quickly identify who needs an upgrade. 📊 Still Seeing Issues? If you have followed all the steps above and the problem persists — whether that is repeated logouts, OTTO not appearing after an upgrade, or plan changes not taking effect — our team can investigate the specific account configuration for you. 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.

🤝 Activate White Label Clients and Assign Projects

🔍 Overview If you've added someone to your white label plan but can't assign them to a project or their plan shows as inactive, you're likely missing one step in the required activation sequence. White label client setup follows a specific order — skipping or reversing any step will block project access. This article walks you through the correct workflow from start to finish. ⚙️ How White Label Client Activation Works Search Atlas requires you to complete client activation before assigning that client to a project. The two actions are linked, but they must happen in the right order. Attempting to add a client to a project before their plan is fully activated is the most common reason this workflow fails. The full process has three stages: 1. Add the client to your white label plan 2. Activate their plan inside the White Label dashboard 3. Assign the client to a project 🛠️ Step-by-Step: Complete Client Activation Workflow Follow these steps in order to avoid errors and ensure your client gets full access. 1. From the header, click the More Features (apps-grid) icon and go to Agency Hub (Set up your Agency's White Label). 2. Locate the client you have already added and confirm they appear in your client list. 3. Find the client's row and look for the plan status indicator. If it reads Inactive or Pending, you must activate it before continuing. 4. Click the Activate button (or the toggle) next to the client's name to enable their plan. Wait for the status to update to Active before proceeding. 5. Once the status confirms Active, navigate to the project you want to assign this client to. 6. Inside the project settings, locate the Client Access or Users section. 7. Select the now-activated client from the dropdown list and confirm the assignment. 8. The client will receive access to the project and can log in through your white label portal. 🚫 Common Reasons This Workflow Fails If you're still running into issues after following the steps above, check for these frequent causes: - Plan not activated first: The client must have an Active status before they appear as an assignable user in any project. Inactive clients will not show up in the project user dropdown. - Seat limit reached: Your white label plan has a maximum number of active client seats. If you've hit the limit, you won't be able to activate additional clients until you upgrade your plan or deactivate an existing client. - Pending email verification: If the client has not verified their email address after receiving the invitation, their account may be locked in a pending state. Ask the client to check their inbox, including spam folders, for the verification email. - Incorrect user role: Clients added under the wrong user role may not be eligible for white label project access. Confirm the client was added with the Client role, not an internal team role. - Browser cache: After activating a client, refresh the page before attempting project assignment. A stale page load can prevent the newly activated client from appearing in dropdowns. ✅ Confirming Everything Is Set Up Correctly After completing the workflow, verify the following to confirm the setup is working as expected: - The client's status in your White Label dashboard shows Active. - The client's name appears in the user selection list within the project settings. - The client can log in to your white label portal and see the assigned project in their dashboard. If the client reports they cannot see the project after you have completed all steps, ask them to log out and log back in to refresh their session permissions. 💡 Tips for Managing Multiple White Label Clients - Activate all clients before starting any project assignments to keep your workflow efficient. - Keep track of your available client seats so you're never blocked mid-setup. - Use clear client naming conventions inside the White Label dashboard to avoid assigning the wrong client to a project. 🙋 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.

🏷️ White Label Platform: Client Access, Capabilities & Scope

🔍 Overview Search Atlas offers a white label solution that lets agencies present the platform under their own brand. Before setting up client access, it helps to understand exactly what your clients will see, which tools are available to them, and where Search Atlas focuses its feature set. 🎨 What Agency Clients See and Access When you enable white labeling, clients log in to a branded dashboard that displays your agency's logo, color scheme, and domain — with no Search Atlas branding visible. Inside that dashboard, clients can access the tools and projects you grant them permission to use. Clients typically have access to the following areas, depending on the permissions your agency sets: - SEO dashboards and project overviews — keyword rankings, site health, and traffic insights for their connected properties - Reports — build, schedule, and share branded reports directly with clients - Content tools — AI-assisted content briefs, outlines, and on-page optimization recommendations - Backlink and competitor data — link research and competitive gap analysis for their domain - Site audits — technical SEO crawl results and issue prioritization Clients see only the projects and data you share with them. They cannot view other clients' workspaces, your agency-level billing settings, or any internal configurations you have not explicitly exposed. 📋 Plan Requirements for White Label Access White label functionality is available on qualifying plans. The specific plan tier required, as well as the full scope of customization options available at each level, may vary. To confirm which plan includes white label access and what agency-tier features are unlocked for your account, check your current plan details in your account settings or reach out via the chat widget for clarification. 🌐 Search Atlas Feature Scope: SEO-First Platform Search Atlas is purpose-built as an SEO platform. Its core strengths are keyword research, rank tracking, technical audits, content optimization, and link intelligence. It is important to set accurate expectations with clients about what falls inside and outside the platform's scope. If you are unsure whether a specific feature or capability is available under your white label setup, the best approach is to test it within your own agency account first before presenting it to clients. This ensures clients receive accurate information about what tools are accessible to them. 🛠️ Setting Up and Managing Client Access To set up white label client access, log in to your Search Atlas account and navigate to your agency or white label settings. From there you can configure your branding, create client workspaces, and control which projects and tools each client can see. If a specific configuration option is not vis 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.

🔑 Restore Admin Access After White-Label Account Transfer

🔍 Overview When a white-labeled Search Atlas portal is transferred to a new account, admin permissions for existing users are not automatically carried over. Users who previously had admin access may be unable to log in after the transfer. This article explains why this happens and what to do next. ⚙️ Why This Happens Each white-labeled portal is tied to a specific Search Atlas account. During an account transfer — for example, when a portal moves from one domain or agency to another — user roles and permissions are reset. Admin access must be re-granted manually inside the new account before affected users can log back in. ✅ What to Have Ready Before Escalating - The exact domain of your white-labeled portal (e.g., dashboard.yourdomain.com) - The email addresses of all users who need admin access restored - Confirmation of which Search Atlas account now owns the portal after the transfer - The approximate date and time the transfer took place 🛠️ How Admin Access Is Restored Restoring admin access after a white-label account transfer requires a backend action by the Search Atlas support team. Our team will locate the new account that owns your portal and re-grant admin permissions for the affected users. You do not need to take steps inside the platform yourself — providing the information listed above is enough for our team to resolve this for you. 💡 Tips to Avoid This Issue in Future Transfers - Before completing any account transfer, export or note down the full list of admin users from the original account. - Re-invite all necessary admins immediately after the transfer is complete, before handing off access to your team. - Confirm the new portal domain is correctly mapped in your white-label settings once the transfer is done. - Test admin login from a separate browser or incognito window to verify access is fully restored. 🆘 Need Further 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.

⬜ White Label Dashboard Client Invitation Guide

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: 1. Open the invitation email sent from your white label portal. 2. Click the registration link in the email. 3. Fill in the required details (such as name and password) on the registration page. 4. Complete the account setup as prompted. 5. 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.

How to Share Your White Label Landing Page

This article explains how to share your white label landing page with clients, including where to find your shareable link and how to confirm that your portal is set up correctly and visible to recipients. 📍 Where to Find It Navigate to your white label or agency settings area within Search Atlas. This is the central hub for all white label configuration, including your landing page, branding settings, and sharing options. 🛠️ How to Share Your White Label Landing Page 1. Log in to Search Atlas and go to Settings in the main navigation. 2. Locate the White Label or agency settings section. 3. Find the landing page area within your white label settings. This is where your shareable URL for your white label instance is generated. 4. Copy the shareable URL from that area. 5. Distribute the copied link to clients via email, messaging, or your preferred onboarding channel. Clients who visit the link will see your branded portal rather than Search Atlas branding — they do not need a Search Atlas account to view the page. 6. If you want to display pricing on your landing page, look for a pricing option within your white label or landing page settings. Enable it and configure the pricing tiers you want shown before sharing the link. 7. Test the link in a private or incognito browser window to verify that your branding appears correctly and that the page is visible without requiring a login. ✅ Before You Share — Checklist - Confirm that your branding setup is complete: logo, brand name, and custom domain (if applicable) are configured in your white label settings. - Verify that pricing display is enabled if you want clients to see pricing tiers on the landing page. - Preview the page in an incognito window to confirm the branded experience looks correct. 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.

🏷️ How to Share Your White-Label Portal

This article explains how to share your white-label landing page with clients and configure pricing settings within the portal. If you have set up a white-label environment and are unsure how to get the shareable link or surface it to your clients, the steps below will walk you through the process. 🛠️ Step-by-Step 1. Access your White-Label settings: Open your account and navigate to the Header apps-grid icon → More Features → Agency Hub (Set up your Agency's White Label). This is where your portal configuration, branding, and sharing options are managed. 2. Confirm your portal is published: Before sharing, verify that your white-label portal is active and published within the Whitelabel settings. If it is not yet published, complete the required branding fields and save your configuration. 3. Locate your shareable link: Once your portal is live, a unique URL or shareable link will be generated for your white-label landing page. Copy this link directly from the Whitelabel settings area. 4. Configure pricing display (optional): If you want to show service pricing to clients on the landing page, look for the pricing or plan display options within the Whitelabel settings section. Enable pricing display if available and enter the pricing details you want clients to see before you share the link. 5. Share the link with your clients: Send the copied portal URL to your clients via a client onboarding document or any communication channel you use. Clients do not need a Search Atlas account to view the white-label landing page. ✅ How to Confirm It Worked 1. Open the copied link in a private or incognito browser window. You should see your branded white-label landing page — not the default Search Atlas interface. 2. Verify that your logo, brand colors, and any custom text appear correctly. 3. If you enabled pricing, confirm that the pricing section is visible and displays the correct figures. 4. If the page does not load, or your branding is missing, return to the Whitelabel settings to check that the portal is published and all required fields have been saved. 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.

🔗 Fix White-Label Links in AI Visibility Report Emails

🔍 Overview If you are using Search Atlas under a white-label setup, you may notice that automated AI Visibility report emails contain links pointing to the default Search Atlas domain rather than your custom white-label domain. This article explains why this happens and what steps you can take right now. ⚙️ Why This Happens Automated AI Visibility report emails are generated by a background process that builds report links automatically on a schedule. Currently, this process does not yet read your white-label domain setting when constructing those links. As a result, any clickable link inside the emailed report routes recipients to the default Search Atlas domain instead of your branded URL. This is a known platform issue. Our engineering team has identified the root cause — the automated report mailer needs to use your configured dashboard base URL — and a fix is actively in progress. No action on your end caused this behaviour. 🚨 Who Is Affected - Agencies and resellers who have configured a custom white-label domain inside Search Atlas. - Any client or team member who receives automated scheduled AI Visibility report emails and clicks a link inside them. - White-label setups where maintaining brand consistency in client communications is critical. If you are not using a white-label domain, your report links will work as expected and this issue does not apply to you. ✅ What You Can Do Right Now While the platform fix is being released, use the steps below to share correctly branded reports with your clients. 1. Log in to your Search Atlas white-label dashboard using your custom domain. 2. In the left sidebar, click Reports to open the Report Builder (you can also navigate directly to /report-builder/projects-list). 3. Locate the AI Visibility report you want to share. 4. Open the report and copy the URL from your browser address bar. Because you are already logged in through your white-label domain, this link will reflect your branded URL. 5. Share this copied link with your client directly — via email, messaging, or your preferred channel. This manual method ensures every link you send carries your white-label domain until the automated emails are updated. 📋 Additional Tips - Pause scheduled email delivery (if possible): If sending unbranded links to clients would cause confusion or brand concerns, consider temporarily pausing any automated AI Visibility email schedules until the fix is live. - Set expectations with clients: If a client has already received an email with a Search Atlas domain link, let them know it is a temporary technical issue and provide them with the correct white-label link using the steps above. - Bookmark your white-label Reports page: Keeping /report-builder/projects-list bookmarked under your custom domain makes it faster to grab correctly branded links on demand. 🛠️ Platform Fix Status Our engineering team has confirmed this issue and a fix is currently in release. Once deployed, the automated report mailer will use your white-label domain when generating all links inside scheduled AI Visibility emails. No configuration change will be required on your end — the fix will apply automatically to your account. We recommend checking platform release notes or announcements for confirmation once the update is live. 💬 Need 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.

🛠️ White-Label Shared Reports Still Show the Search Atlas Logo: How to Fix It

If your shared report links still show the Search Atlas logo after your DNS is set up correctly and you've waited 72+ hours, the most common cause is opening those reports while logged into dashboard.searchatlas.com instead of your white-label domain. Log in through your white-label domain and the branding will display correctly. 🔍 Why shared reports show the Search Atlas logo instead of your branding White-label branding is tied to the domain you're logged into. When you open a shared report while signed in at dashboard.searchatlas.com, the report renders with the default Search Atlas logo, even when your DNS is configured correctly and fully propagated. This is expected behavior rather than a bug: white-label branding is scoped to your white-label domain, so shared reports only pick up your branding when they are viewed from that domain. The fix is not a DNS change or more waiting. View shared reports from your white-label domain so the platform applies your branding. ✅ How to view shared reports with your white-label branding Follow these steps to load shared reports with your own logo and branding: 1. Go to More Features → Agency Hub. 2. Log in to your account on that white-label domain. 3. Open your shared reports from that white-label domain rather than from dashboard.searchatlas.com. Once you're logged in on the white-label domain, your shared report links will display your branding instead of the Search Atlas logo. 🔑 How to log in to your white-label domain when you normally use Google login If you usually sign in with Google, you may not have a username and password set up for your white-label domain. Create one so you can log in directly on that domain. Set up a username and password 1. Open your white-label domain login page (for example, https://seo.waiev.com/login). 2. Select the Forgot password option. 3. Follow the prompts to create a username and password combination for your account. 4. Return to the login page and sign in with your new credentials. After you log in with your username and password on the white-label domain, open your shared reports there. You'll see your white-label branding applied to the report links. 🎯 You learned that white-label branding on shared reports depends on logging in through your white-label domain, not dashboard.searchatlas.com. Set up a username and password with the Forgot password option if you normally use Google login, sign in on your white-label domain, and your shared reports will display your branding.

🔒 Fixing White Label Report 'Invitation Required' Access

🔍 What This Article Covers If you clicked View Report in an email and were met with an Invitation Required message instead of your report, this article explains why it happens and how to gain access quickly. ❓ Why You See 'Invitation Required' White label reports are shared through a secure, invitation-based system. The Invitation Required message appears when the platform cannot confirm that the person opening the link has been granted access. This is a security feature that protects your data and keeps reports private. The most common reasons are: You are signed in with an email address that does not match the one the report was shared with. - You opened the link while logged into a different account. - The invitation has not yet been accepted for the account you are using. - You were invited but have not finished setting up your account — for example, a password was never set for the invited email. - The report link was forwarded to you by someone other than the original recipient. ✅ How to Open Your Report Follow these steps in order to resolve the issue: 1. Confirm you are opening the report using the same email address the invitation was sent to. 2. Sign out of any other accounts you may be logged into in your browser. 3. Return to the original email and click View Report again. 4. When prompted, use the invitation to sign in or finish setting up your account — including setting a password if you have not done so already — with the exact email address that received the invitation. On white label domains, self-registration is disabled, so invited users are guided to the dashboard rather than a separate sign-up page. 5. Once signed in with the matching email, the report will open automatically. 🧭 If You Still Cannot Access the Report If the message continues to appear, try these additional checks: - Check the email address: Make sure there are no typos and that you are not using an alias or forwarding address. - Use the original email: Open the link directly from the invitation email rather than a forwarded copy. - Clear your browser cache: Old sign-in data can interfere with access. Clearing your cache or using a private browsing window often helps. - Check the report URL: If the report link opens dashboard.searchatlas.com instead of your agency's white label domain, this is a known issue our engineering team is currently working on. Please contact support so the report can be re-shared from the correct domain. - Ask the sender to re-share: Request that the report owner send a fresh invitation to your correct email address. 👥 For Report Owners Sharing a Report If you are the person sharing a white label report and your recipient reports this issue, confirm the following: - You entered the recipient's correct email address when sharing. - The recipient is opening the link with that same address. - The recipient has completed account setup (including setting a password) from the invitation, since invited users cannot self-register on a white label domain. - You re-send the invitation if the email address was incorrect or has changed. Sending a new invitation to the verified email address resolves most access problems immediately.