Home 🏷️ White Label

🏷️ White Label

Camilo Aponte
By Camilo Aponte
• 20 articles

🏷️ How to Verify White-Label Plan Discounts

🏷️ What this article covers Some customers are told during onboarding that a white-label plan includes an extra discount, such as 20% off for a set number of websites. A verbal note is not enough to confirm pricing. The discount must appear on your Search Atlas account before it is billed. ✅ How white-label discounts work White-label plans let you present Search Atlas tools under your own brand. Promotional pricing, including an additional percentage off, is account-specific. It is not automatically added to every white-label plan or to every website count. - Quoted discount: A percentage or price mentioned during onboarding, such as an extra 20%. - Active discount: The reduced price shown on your subscription, checkout, or invoice. - Website count: The number of sites included in the plan you selected, such as six websites. If the lower price is not visible in billing, the discount has not been applied yet. Do not assume it will be added on a later invoice. 🔍 Check your current pricing 1. Sign in to Search Atlas and open the account or billing area. 2. Find your current plan and confirm that it is a white-label plan. 3. Check the included website count and compare it with the number you were quoted. 4. Review the recurring price, any percentage off, and the next invoice amount. 5. Open a recent invoice if you have already been charged and compare it with the quoted price. The price shown in your account is the price that will be charged. A screenshot or note from onboarding can help our team review the quote, but it does not change billing by itself. 🛠️ What to share if the discount is missing If you expected an extra 20% off a white-label plan for six websites and do not see it, gather these details before contacting support: - The plan name you selected. - The number of websites included in the quote. - The discount you were told, such as an additional 20%. - Who shared the quote and the approximate date of onboarding. - The price currently shown in billing and any invoice total that looks incorrect. Our team can then compare the quote with the offer available for your account. If the discount is valid, it must be applied to the subscription so future invoices reflect it. If it is not available, you will be told the current white-label price before you commit. 💡 Avoid billing surprises - Confirm the discounted total before you upgrade, add websites, or start a new billing cycle. - Check that the website allowance matches your quote. - Save the onboarding message or screenshot that states the discount. - Review the next invoice date after any pricing change. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🛠️ Change the AI Assistant White-Label Name

🏷️ What the white-label name changes The AI assistant white-label name is the brand your clients see instead of the default name OTTO. When you save a new name, such as pc360, that name replaces OTTO in the places where the assistant brand appears, including navigation, page headings, and automated messages. ⚙️ Where to change the assistant name You change the name inside Search Atlas. No separate branding tool is required. Use an account that can manage agency branding. 1. Sign in to Search Atlas. 2. Open the features menu (More features). 3. Select Agency Whitelabel. This opens Agency Hub. Only a parent account can open it. 4. Open the White Label Setup tab, stay on Brand Identity, and find AI Assistant Name. The field is required. Its placeholder is e.g. Nova, Scout, Ada. If the name is still the default OTTO, the field starts empty rather than showing OTTO. 5. Replace the text with your own name, for example pc360. The name must be 25 characters or fewer, and each word must be 10 characters or fewer. 6. If white label is not launched yet, choose Continue. The name is only staged and goes live when you launch. If white label is already launched, choose Update configuration, then confirm Rename for Everyone. The new name applies immediately for everyone on the account. 7. You do not need to refresh the page or sign out. After you launch, or after you confirm the rename on an already launched setup, the new name is shown immediately. Before launch, the name is only staged and is not shown yet. 👀 What you should see after saving - Navigation, page headings, the chat interface, and automated messages show your name instead of OTTO. - Client-facing white-label views use the same saved name. - After the white-label setup is launched, your agency account and its client accounts show the name you entered. Before launch, the name is only saved as a draft and the account still shows OTTO. This change only updates the visible assistant brand. It does not turn off Search Atlas features or remove the assistant. 🛠️ If the old name is still showing - Confirm you clicked save and did not only type the new name. - Hard refresh the browser, or open the platform in a private window. - Check that you are signed in to the same parent agency account where you saved the name. The name applies to that agency account and its client accounts. It is not saved separately for each client project. - Ask an agency admin to confirm you are on the parent account and can edit white-label settings. A viewer, a child-account user, or a user without white-label access can see the current name but cannot change it. - If a client still sees OTTO, confirm that white label was launched and the rename was confirmed, and that the client account belongs to that parent agency. A page refresh is not required for the new name to load. **💬 Need more helpIf you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🏷️ Fix Stale White-Label Branding After Updates

🏷️ Why old branding keeps coming back White-label branding is stored on your Search Atlas agency account, not only inside each client website. Plugin updates and new client setups pull that saved profile and apply it again. If the profile still has a former employee’s name, logo, or email sender, every update and every new install puts that branding back—even if you already fixed it on one site. Editing the plugin only on a client site is temporary. The next update overwrites those local changes with whatever is saved in your account. ⚙️ Update branding at the source Change the white-label profile once, in your agency account, before you touch individual sites. 1. Sign in to Search Atlas with the agency account that owns the white-label clients. 2. Open your White Label settings. 3. Replace the old employee name, company name, logo, support text, and any email sender or from-name fields with your current branding. 4. Save the profile and confirm the preview shows only the new details. Do this on the parent agency account. A change made while viewing one client site does not update the master profile used for installs and updates. 🔄 Refresh sites that already have the old plugin After the account profile is correct, refresh each affected site so it receives the new branding. 1. Open the client website and go to the Search Atlas plugin. 2. Update the plugin to the latest version, or disconnect and reconnect it if an update alone does not refresh branding. 3. Confirm the plugin header, setup screens, and any branded notices show your current name—not the former employee and not a blank unbranded plugin. 4. Send or trigger a test email from that site and check the sender name and signature. Repeat for every site that still shows the old name. Sites updated before you fixed the account profile will keep the old branding until they are refreshed. 🚀 What new clients receive during setup When a client goes through setup, the plugin they install is branded from your saved white-label profile at that moment. If the profile was outdated, they receive an unbranded plugin or one labeled with the old employee. After you save the correct profile, new setups should install with your current branding. Finish the account update before you send new clients through setup. ✉️ Stop emails that still use the old name - Check every name field in White Label settings, including email from-name and signature, not only the logo. - Save, then refresh the plugin on the site that sends the email. - Send a new test. Older messages already delivered will still show the previous name; only new messages use the updated profile. - If a teammate’s personal mailbox was used as the sender, replace it with a shared agency address you control. 🛠️ If the old name still appears - Confirm you edited the agency account that actually owns the client, not a personal login or a different workspace. - Look for a second, older white-label profile and remove or update it so installs cannot fall back to it. - Update the plugin again after saving. A refresh done before the save will not pick up the new branding. - Hard-refresh the WordPress admin screen so you are not viewing a cached plugin page. - For a site that stays unbranded, disconnect the plugin, then run setup again so it re-downloads branding from the current profile. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🏷️ Fix Whitelabel Domain Invitation Prompt

💡 Why the invitation prompt still appears A completed domain setup does not always mean the whitelabel site is ready to sign people in. The invitation message usually means the browser is not reaching a fully verified, published whitelabel domain, or the person opening the link has not been added as a user yet. Domain configuration and user access are two separate steps. 🔗 Open the exact whitelabel address Use the full custom domain you connected, including https://, and not an older Search Atlas link, a preview link, or a bookmark from before the domain was connected. - Confirm the address matches the domain saved in your whitelabel settings, with no extra path or typo. - If both the root domain and www version exist, open the version you configured. The other version can still show the invitation screen. - Avoid opening the link inside an email preview or a cached browser tab. ✅ Confirm the domain is verified and active In the platform, open your whitelabel or custom domain settings and check the status of the domain you connected. 1. Make sure the domain shows as verified or connected, not pending, failed, or incomplete. 2. Confirm the DNS record still points to the value shown in the platform. A record that was changed later can leave the domain looking finished while traffic goes somewhere else. 3. Wait for DNS changes to finish updating. This can take from a few minutes up to 48 hours. 4. If an SSL or security status is shown, wait until it is active before testing again. An unfinished certificate can send visitors to the wrong page. 5. Save or republish the whitelabel settings if the platform offers that action, then test in a new browser window. 👥 Check whether this person was invited The invitation screen is expected when someone has not been added to the account that owns the whitelabel domain. Connecting a domain does not invite every visitor automatically. - Sign in as the account owner and confirm the person has a pending or accepted invitation. - Invite them again if the original invitation expired, was sent to the wrong email, or was never accepted. - Ask them to open the newest invitation email and finish creating or confirming their login before using the custom domain. - Make sure they are not signed into a different account in the same browser. 🧹 Rule out browser and cache issues After DNS or access changes, the old invitation page is often cached. - Try a private or incognito window. - Clear the cache for that domain, or hard-refresh the page. - Disable VPN, proxy, or aggressive privacy extensions while testing. - Try a second browser or device to confirm the result. 🛠️ Common reasons it still fails - The domain looks configured, but verification never completed. - The visitor is using www, http, or an old URL instead of the verified address. - DNS was updated at the registrar but has not finished propagating. - The person needs a user invitation and does not yet have access. - An old invitation was accepted under a different email address. 💬 Get help inside the platform If the domain is verified, the correct URL still asks for an invitation, and the user has already accepted a current invite, our team can check the domain status with you. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🏷️ Fix White Label Branding After Staff Changes

🏷️ Why old branding keeps appearing White-label emails, the WordPress plugin, and client-facing screens use the brand profile saved on your agency account. If that profile still lists a former teammate, such as Sarah Shaw, clients keep seeing that name even after you change a logo in one place. A plugin update can also replace a customized install with the last package tied to the saved profile, which makes a manual fix look erased. Search Atlas or OTTO SEO ads appear when a client site is not fully covered by an active white-label setup. Fix the saved profile first, then push a fresh plugin to every affected site. ⚙️ Update the saved brand profile Change the source profile before you touch individual client sites. Otherwise the next sync writes the old name back. 1. Sign in as an agency admin, not a limited client user. 2. Open your white-label or agency branding settings. 3. Replace the former employee in every client-facing field: brand name, plugin name, sender or from name, support contact name, logo, and any footer or author text. 4. Remove the old name from saved email templates and notification signatures. 5. Save the profile, refresh the page, and confirm the old name is gone before you leave. Use your agency name as the public contact. Do not leave a personal employee name in any field that clients can see. 🚀 Push branding to plugins and client sites Editing the profile does not rewrite plugins that are already installed. Each site needs a fresh white-labeled package. 1. Download or regenerate the plugin from the updated white-label profile. Do not reuse an older zip from your computer. 2. On each affected WordPress site, install that new package over the existing plugin. Keep the site connected to the same project so settings are not lost. 3. After it updates, check the plugin name, author, and any in-plugin support text. 4. Send yourself a test notification and confirm the from name and signature use the new brand. 5. Repeat for every client who reported the old name. One corrected site does not update the others. If an update later restores the old name, the site is still installing an outdated package or syncing an old profile. Regenerate the package from the saved profile and reinstall it. Avoid editing plugin files by hand, because the next update will overwrite those edits. 📊 Remove Search Atlas and OTTO SEO ads Clients see product ads when white label is incomplete for that project. Confirm all of the following: - White label is enabled on the agency account and applies to the client project. - The site uses your branded plugin, not a standard Search Atlas or OTTO SEO install. - The project is linked to the correct agency, not an old personal or employee login. - The client is viewing the site while logged in through your white-label access, not a direct product account. Open the client view after saving and look for the OTTO SEO and Search Atlas names in the plugin screen, emails, and dashboards. Update anything that still shows them. 💡 Check that the fix will stick - Search your branding settings for the former employee name and clear every match. - Regenerate the plugin after the final save, not before it. - Update every client site that was installed while the old profile was active. - Send a test email and review the plugin screen in a private browser window. - Ask one client to confirm what they see before you close the issue. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🔗 Connect a White-Label Plugin Client Site

🔗 What this article covers Use this guide when a client website and your white-label plugin are not connecting, or when the site does not appear in your Search Atlas dashboard. The plugin on the client site and the project in your dashboard must use the same site address and the same connection details. ✅ Before you connect Check these items first. Most failed connections come from a mismatched address or an inactive plugin. - You are signed in to the Search Atlas account that owns the client project. - The client site is a WordPress site and you can sign in as an administrator. - The public site address uses the live URL clients visit, including https and the correct www or non-www version. - White-label branding is saved in your account before you install the plugin. - Security, firewall, or maintenance-mode plugins are not blocking WordPress admin or outbound connections. 🛠️ Install the plugin on the client site 1. In Search Atlas, open the client project and go to the white-label or plugin connection area. 2. Download the white-label plugin package, or copy the connection key shown for that project. 3. On the client WordPress site, go to Plugins, choose Add New, then Upload Plugin. 4. Upload the package, install it, and select Activate. 5. Open the plugin settings in the WordPress admin menu. The menu name matches the brand you saved in white-label settings. 6. Paste the connection key, or complete the connect action shown in the plugin, then save. Install the plugin only on the live site you want Search Atlas to manage. A staging site uses a different address and will not satisfy a connection for the live project. 📊 Link the site in your dashboard 1. Return to the same client project in Search Atlas. 2. Confirm the project URL exactly matches the site address in WordPress, including protocol and www. 3. Select the option to connect, refresh, or verify the plugin. 4. Wait for the status to show the site as connected. Then refresh the project page once. The dashboard can only see a site after the plugin is active and the key for that project has been saved on that site. A key from another project or another account will not connect. 🔍 Confirm both sides see each other - In WordPress, the plugin shows a connected or active status and does not display an invalid-key message. - In Search Atlas, the same project shows the site as connected. - The domain in both places matches character for character. - You are not checking a different project, folder, or client record. ⚙️ Fix a site that still will not connect 1. Deactivate the plugin, then activate it again. Save the connection key one more time. 2. Compare the WordPress site address with the project URL. Update the project if the live address changed. 3. Remove any older copy of the plugin so only one Search Atlas white-label plugin is active. 4. Temporarily pause caching, security, and firewall plugins, then try the connection again. Re-enable them after it succeeds. 5. Confirm the WordPress user is an administrator and that the site is not in maintenance mode. 6. If the site moved from staging to production, disconnect the old address and repeat the connection on the new address. Do not share the connection key in email or tickets. If you believe the key was exposed, generate a new connection from the project and paste the new key into the plugin. **💬 Still need helpIf you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat. Have the client domain, the project name, and a short description of the status shown in WordPress and in Search Atlas ready so the team can review the connection quickly.

Last updated on Nov 08, 2026

🛠️ Fix White Label Plugin Installation Errors

🛠️ What this article covers Agency customers sometimes add clients to the dashboard without trouble, then hit errors or a stuck screen when installing the white-label plugin. This article walks through the checks that clear most of those blocks. ✅ Before you install Confirm these items in Search Atlas before you upload or activate the plugin on the client site: - The client is already created in your agency dashboard and is not archived or paused. - White-label settings are saved, including your brand name and any required logo or domain fields. - You downloaded the plugin package from the current white-label or plugin screen, not an older file from email or a previous project. - The WordPress site uses a supported PHP version, has a working admin login, and is not in maintenance mode. - Your user role on that site can install and activate plugins. 🚀 Install the plugin 1. In Search Atlas, open the client, then open the white-label plugin area and download a fresh plugin file. 2. In WordPress, go to Plugins, choose Add New, then Upload Plugin. 3. Select the file you just downloaded and choose Install Now. 4. After install finishes, choose Activate. Do not rename the plugin folder before upload. 5. Open the plugin settings on the site and connect it with the key, token, or connect button shown for that same client in Search Atlas. 6. Return to the client in your dashboard and refresh the page to confirm the site shows as connected. Adding a client to the dashboard and connecting the plugin are separate steps. A client can exist in the dashboard before the plugin is installed. ⚠️ Clear common errors and blocks - Upload failed or package could not be installed: Download the file again. Make sure the upload is the original archive and that WordPress upload limits and folder permissions allow plugin installs. - Plugin installed but the connect screen will not finish: Use the credentials for this client only. Remove extra spaces when pasting a key, then save and refresh both WordPress and Search Atlas. - Stuck on the same screen: Hard-refresh the browser, try a private window, and disable aggressive ad blockers for the Search Atlas and WordPress admin pages. A cached dashboard page often keeps showing an old error. - Security or firewall block: Temporarily allow the plugin upload and admin-ajax requests in the host firewall, Wordfence, Sucuri, or a similar tool, then retry the install and connection. - Conflict with another plugin: Deactivate other SEO, cache, or security plugins one at a time, connect the white-label plugin, then turn the others back on. - Wrong site connected: Disconnect the plugin, confirm the domain on the client record matches the live WordPress address, and connect again. - Works for old clients but not new ones: Open white-label settings and the new client record again. Save them, download a new package, and repeat the install on the new site only. 🔍 If the screen still will not move Capture the exact message on the screen, the client domain, and whether the failure happens during upload, activation, or connection. Also note any recent host, DNS, or security changes. Those details make the next check much faster. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🛠️ Fix White Label Plugin Connection Errors

🔌 What These Errors Mean White label plugin install and connection errors mean the client site cannot finish installing the plugin or cannot reach Search Atlas to link the account. Adding clients can still work, because that step does not use the same site install and connection handshake. ✅ Before You Install - Sign in to the client WordPress site as an administrator. - Download a fresh white label plugin zip from your Search Atlas account. Do not reuse an older file. - Match the site URL in Search Atlas to the live address, including HTTPS and www or non-www. - If a security, firewall, or optimization plugin blocks new plugins or outbound requests, pause it only while you install and connect. 🛠️ Install the Plugin 1. In WordPress, open Plugins, then Add New, then Upload Plugin. 2. Select the white label zip and choose Install Now. 3. When installation finishes, choose Activate. 4. Open the plugin settings and connect with the key or connect action from your Search Atlas white label area. 🚫 Fix Common Blocks - Upload failed or the plugin could not be installed: Download the zip again, confirm it is not corrupted, and retry. If the host rejects the file size, raise the upload limit or install the zip through the host file manager. - Connection timed out or could not reach Search Atlas: The site must be allowed to make outbound HTTPS requests. Host firewalls, bot protection, and security plugins often block this step. - Invalid key or unauthorized: Create a new connection key in Search Atlas and paste it with no extra spaces. Use a key for this site only. - Site already connected: Disconnect the previous property in Search Atlas, or remove the old plugin connection, then connect again. - White screen or fatal error after activation: Confirm the host PHP and WordPress versions meet current requirements. Deactivate other plugins, activate the white label plugin alone, then turn plugins back on one at a time to find a conflict. - Older clients connect but new ones fail: Compare hosting, SSL, and security rules. A newer host or a stricter firewall is the most common change. 🔁 Retry the Connection 1. Clear the site cache and any host cache. 2. Deactivate the white label plugin, then activate it again. 3. Save the connection key and wait for the success message before leaving the page. 4. Refresh the client in Search Atlas and confirm the site shows as connected. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🏷️ How to Change Agency Brand Name

🏷️ What the agency name controls White label applies one agency name across the client experience. That name replaces Search Atlas branding on the plugin installed on client websites and on the white label agent those clients see. It is the public brand name, not your login or billing name. If you have not saved a separate agency name, the platform uses the account owner’s full name. That is why a personal name such as Michael Barker can appear on every client site even when logos and colors look correct. 🔍 Where to update the name Brand Identity controls visual items such as logo and colors. It does not always include the text name shown on the plugin and agent. Check these places in order: 1. Open White Label from the main navigation. 2. Open the brand or agency profile section, not only logo and color settings. 3. Find the field labeled Agency name or Brand name. 4. Replace the personal name with the agency name clients should see. 5. Save, then review the preview if one is shown. If that field is blank or missing, open your account profile and update the owner’s display name. White label falls back to that name until an agency name is saved. 🚀 Apply the name on client websites Saving the name does not always refresh existing client installs immediately. After you save: - Open a client project that uses white label and confirm the new agency name. - On the client website, reload the plugin screen. The plugin title should show the agency name instead of your personal name. - Open the white label agent and confirm the same name appears in the agent label. - Repeat the check on one more client site. The same agency name is shared across clients. Allow a short delay, then hard-refresh the browser if the old name is still cached. You do not need to reinstall the plugin for a name-only change. ⚙️ Names that stay unchanged Changing the agency name does not change your Search Atlas login, team member names, client website domains, or report data. It also does not rename an individual client’s business. Each client still has their own project name. Only the agency brand shown in place of Search Atlas is updated. Use a name clients will recognize. Avoid a personal name unless that is the brand you want on their websites. 💡 If you still cannot find the field Some accounts show Brand Identity and general Settings without an editable agency-name field. Do not create a second brand profile to work around this. The existing white-label profile is the one already applied to your plugin and agent. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🔐 Use Your Whitelabel Login Domain

🔍 What the custom login domain does A whitelabel custom domain, such as app.greendispensarymarketing.com, provides a branded entry point to your Search Atlas dashboard. It does not create a separate account or automatically allow public registration. ⚠️ Why you see “Invitation Required” This message means registration on the custom domain is restricted to invited users. The domain is working as intended, but your user account has not been invited or linked to that branded workspace. 🚀 How to access the whitelabel dashboard 1. Open the custom domain provided by your agency or account administrator. 2. Use the email address associated with your Search Atlas user account. 3. If you see Invitation Required, ask the workspace administrator to send an invitation to that email address. 4. Open the invitation and complete the sign-in or account setup steps. 5. After accepting the invitation, return to the custom domain and sign in there. 🔑 If you already have a Search Atlas account Your existing Search Atlas login may not be enough to access a restricted whitelabel domain. The workspace administrator must still invite or provision your email address for that domain. Do not create a second account unless instructed, as this can place your work in a different profile. 🛠️ If the invitation does not work - Confirm that you are using the same email address that received the invitation. - Check your spam or junk folder for the invitation. - Open the invitation in the same browser where you plan to use the dashboard. - Ask the workspace administrator to resend the invitation or verify that your email was entered correctly. - Make sure you are using the custom domain, not the standard Search Atlas dashboard address, when accessing the branded workspace. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

🔑 White-label login invites and colors

🔑 Why the homepage still asks for an invitation A completed white-label domain does not mean visitors can register themselves from the homepage. The redirect from the homepage to registration is intentional. Access is granted only when an invitation token is tied to the user’s email, or when an existing user opens the login path directly. ✉️ How to invite new users Invite users from the White Label Console so a token is tied to their email. After they use that invitation, they can sign in on your white-label domain. 1. Open the White Label Console. 2. Send the invitation to the user’s email address. 3. Have the user accept that invitation before trying to sign in. 🔐 How existing users sign in Existing users should not rely on the homepage. Ask them to open the /login path on your white-label domain (for example, https://your-domain.com/login). 🎨 What color customization changes Color customization applies only to the login page. It does not change buttons or other elements inside the platform. If you need colors applied beyond the login page, treat that as a feature request rather than a setup error. 📱 Mobile report layout and share links Mobile layout for reports is already tracked. There is no extra setting you need to turn on for the current mobile layout. Share-link issues tied to that mobile view are part of the same tracked work, not a missing step in your domain setup. **💬 If you still need helpIf you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

⚙️ PRO API White-Label Quotas and Perplexity

🔑 What Yearly PRO API access includes A Yearly PRO plan includes API access for your own Search Atlas account. You can call supported endpoints to run and retrieve SEO work, including site audits, as long as you stay inside your plan quotas and the API terms. API access is tied to your account. It is meant for your team, your clients, and the products you operate under your brand. It is not an open public service that anyone on the internet can call without authentication. 🏷️ White-label audits of third-party domains Yes. On Yearly PRO you may audit third-party domains, such as client sites or sales prospects, and present the results with your own branding. A brand name such as Slake is your white-label identity. Search Atlas does not need to appear on the client-facing report or portal when white-label is enabled for your account. - Keep your API key on your server. Never place it in public website code, a browser app, or a shared document. - Only send requests for domains you are authorized to review for a client or prospect. - Show results inside your own app, portal, or report. Do not republish Search Atlas as an unauthenticated public API. - White-label changes how results are branded. It does not raise quotas or remove plan limits. If you want to resell raw API access to other businesses, contact the team before launch. Standard PRO white-label covers your branded delivery, not an open API offered to the general public. 📊 How quotas and credits are used Each audit, crawl, or monitored project draws from the quota shown on your plan usage page. Credits are counted when the work runs, not when you later view or export the report. - Consumed: starting a site audit or crawl, adding a domain that is actively monitored, and any other metered API action listed for that endpoint. - Not consumed again: opening an existing report, applying your white-label logo, or downloading results that were already generated. - Refreshed: recurring quotas reset on your Yearly PRO billing cycle. Unused units do not roll over unless your plan page says they do. Check Plan and usage in the platform before a large batch of third-party audits. The usage page is the source of truth for remaining credits. 📦 What archiving does to credits Archiving a project stops future monitoring and scheduled work for that domain. It does not refund credits already used by a completed audit or crawl. - Completed work stays consumed. - Archived projects no longer draw the next monitoring cycle. - You can usually restore an archived project later, and monitoring will count against quota again from that point. - Archive does not reset your Yearly PRO allowance early. Archive projects you no longer check so active slots stay available. Do not archive and restore the same domain to try to recover spent credits. That usage is not returned. 🤖 Why Perplexity AI visibility is limited The Perplexity AI visibility source has been retired. A limitation on a PRO account is expected. It is not a failed payment, a yearly-versus-monthly difference, or a white-label restriction. - New Perplexity checks are no longer available on PRO. - Any older Perplexity results may remain viewable only where they were already collected. - Other AI visibility and SEO modules on your plan are unchanged. Use the AI visibility tools that are still listed as active in your account. Ignore Perplexity metrics when you scope a Slake-branded audit so clients are not promised a retired data source. ✅ How to avoid quota surprises 1. Confirm Yearly PRO API and white-label are active under plan settings. 2. Store the API key server-side and restrict who can generate audits. 3. Estimate domains before a batch, then compare with remaining credits. 4. Archive finished prospect audits so they do not keep monitoring. 5. Tell clients that Perplexity visibility is retired and exclude it from branded reports. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 08, 2026

💳 Why White-Label Client Charges Appear

💳 Why a white-label charge can appear A white-label fee is tied to client workspaces on a billable plan, not only to a setting you remember turning on. If two client accounts are on plans that include or require white-label, the invoice can show a combined charge even when you did not edit those plans yourself. A line such as $208.60 is the total for the billed period; it is not proof that someone manually changed both accounts that day. Charges often come from one of these situations: - Each paid client plan is billed on its own, so two clients produce two fees. - White-label was included with the agency signup, but extra client plans are still billed separately. - A teammate, invite, or restored workspace put a client on a paid plan. - Mid-cycle plan activity was prorated, so the amount does not match a round monthly price. - A test workspace was never removed and stayed on a billable plan. 📋 What “no extra white-label charges” means Signup language usually describes the base agency offer. It does not always mean every future client workspace is free. Read the current invoice line items and compare them with each client’s plan name. If the line says white-label or a client plan, the fee follows that plan for the dates shown, including any proration or tax. 🧪 Why a dormant test account can still be billed Dormant means unused, not unpaid. A test client with no logins, projects, or reports can still be billed if the workspace remains active on a paid plan. Pausing work inside the account does not cancel the plan. To stop future fees, the client must be moved to a free or non-billable state, or removed, before the next renewal. Removal usually affects future invoices only; it does not automatically refund a period that has already been billed. 🔍 How to review the charge 1. Open the profile avatar, then Billing → Invoices. Note the amount, dates, and the DETAILS value. Line descriptions are on the downloaded invoice. 2. Match every line to a client name. Two lines usually mean two billable workspaces. 3. Check who created or last changed each client plan, and whether the period is a renewal or a prorated partial cycle. 4. Confirm the test account is still present and which plan it uses. 5. Save a screenshot of the invoice and the client plan list before you change anything. 🛠️ How to avoid repeat charges - Delete or downgrade unused test clients as soon as you finish testing. - Limit who can add clients or change plans. - Review client plans before the renewal date each month. - Treat every new workspace as billable until you confirm its plan in writing on the invoice. 💬 When the charge still looks wrong If the clients were never on a paid plan, the invoice covers an account you already removed, or the amount does not match the plan prices you were shown, our team can review the billing record with you. Have the invoice date, amount, and client names ready. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 03, 2026

🔍 Why a White-Label Billing Charge Appeared

💡 What this charge means A white-label client charge (labeled as "Whitelabel Subscription Increase" or "Child Customers Billing") is billed on your Search Atlas subscription. An amount such as $208.60 is the total for that billing period, calculated from the active child customer accounts on your agency dashboard based on their plans and your agency's white-label plan price percentage (typically 70%). It is not a random fee and does not mean your payment method was charged twice for the same invoice. Seeing this after months with no extra fee is confusing, but it usually means the billable count or the rate changed for the current cycle, even if you did not intentionally edit a client that day. 📊 Why it can appear after no extra fees White-label billing is recalculated each cycle from the clients on your account. A charge can start when one of these happens: - A client became billable. A pending invite may have been accepted, a disabled client may have been reactivated, or a client on a free trial or Free tier may have been assigned an active paid plan. - A child client was assigned a paid plan. Child accounts on Free or trial plans incur no fee, whereas active child accounts assigned to paid plans (such as Starter, Growth, or Pro) contribute to the white-label subscription increase. - The plan or rate changed. A plan update, renewal, or price change can make the same client count cost more than it did before. - Billing caught up to an earlier change. Because white-label subscription adjustments apply without mid-cycle proration, a client added or upgraded during a prior cycle first appears as an updated recurring charge on the next renewal invoice. - More than one client is included. The invoice total is one line. It can cover several clients rather than one new purchase. 🛠️ How to check the charge 1. Open Billing and select the Invoices tab to find the invoice that shows $208.60. 2. Note the invoice date, billing period, and the white-label line description. 3. Open Agency Whitelabel from the top menu, go to the Customers tab, and review the child customers that were active during that same period. 4. Check the plans assigned to your active child clients. Child accounts on the Free plan or on a trial do not incur white-label fees, while active non-affiliate clients on paid plans are billed at your agency's fee percentage. 5. Check whether a client was invited, activated, reactivated from disabled status, or upgraded to a paid plan during the period. 6. Save the invoice number and a short note of which clients you believe should not have been billed. If the charges on the invoice match the calculated fee for your active child accounts and their plans, the charge is expected for that cycle. If the billable client accounts or plan tiers listed do not match what you used, the invoice should be reviewed. 🚀 Refunds and account credits A refund or credit is not applied automatically. Our team can review the invoice against your client history and, when the charge does not match billable clients, issue a refund or an account credit. Keep the disputed invoice unpaid only if your account terms allow it. Otherwise, a review can still result in a credit after payment. Have this ready before you contact support: - The invoice number and the exact amount, $208.60. - The billing period on that invoice. - The client names you believe were unchanged or should not be billable. - The approximate date you last changed white-label clients. ⚙️ How to avoid another surprise - Review active white-label clients before each renewal date. - Deactivate clients you no longer manage before the next cycle starts. - Watch for clients that sit above your included allowance. - Read each invoice line for white-label quantity, rate, and period. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 04, 2026

🛠️ Fix Lead Capture Invitation Error

🔍 What the error means If someone opens your white-label Site Analysis Lead Capture Widget and sees Invitation Required, with a note that registration on the domain is by invitation only, the widget is blocking a guest visitor. That message is not a setting you turn off on your site. Guests should be able to use the lead capture widget without an invitation. ⚙️ Why this happened Support confirmed this on customer sites, including widgets already embedded on a public page. The same behavior was already tracked as a platform bug: the Site Analysis Lead Capture Widget showed Invitation Required for guest visitors. It was not caused by how the widget was added to the page, and there is no customer control that enables or disables invitation-only registration for this widget. The case was escalated to the higher-tier support and development teams. They confirmed the bug is fixed. Support also retested the widget after the fix and confirmed guest access works. ✅ What to do now 1. Open the page where you embedded the Site Analysis Lead Capture Widget. 2. Try the widget the same way a new visitor would, without signing in. 3. Confirm the Invitation Required message no longer appears and that a guest can use the widget. You do not need to change the embed, remove the widget, or look for an invitation setting. The correction was made on the platform side. 💬 If you still see the message If a guest still sees Invitation Required after trying the widget again, contact support and include the full page address where the widget is embedded. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 04, 2026

💳 Unexpected White-Label Child Account Charges

💳 What the charge represents A white-label child account charge is the parent’s charge for active client accounts under the agency. It is not a penalty or an overage above an included quantity. It is a percentage of each active child account’s monthly plan price, 70% by default. An amount such as $208.60 is the calculated total for those extra accounts on that invoice. It can appear even when you did not edit a client that day, because billing follows account status and the billing cycle, not only manual setup changes. 🔍 Why it can start after months with no extra fees Several normal billing events can start a charge after a quiet period: - Each active, non-trial child account adds its monthly plan price to the calculation. There is no included number of free child accounts. Trial children and affiliate children, who pay Search Atlas directly, are not included. - A promotion does not add free child accounts. If it changes a child account’s plan price, the parent’s child-account charge uses the new price on the next billing cycle. - Renewal terms were applied. A renewal can reprice add-on clients even if each client’s settings look unchanged. - A child account keeps counting while the account and its paid plan remain active, including an account you no longer use. Deactivate the child account or its plan to stop it from being included. Trial and affiliate child accounts are already excluded. - Several accounts were combined. The invoice line is often one total for multiple clients, not a new fee on a single account. 🛠️ How to review the invoice 1. Open Billing and select the Invoices tab to find the invoice with the charge. 2. Look for the Child Customers Billing line, or Monthly Top Up and Child Customers Billing when top-ups are included. It shows one combined amount with a quantity of 1, not a separate quantity, rate, and billing period for each child account. 3. Compare that quantity with the client accounts that were active during the same period. 4. Check whether any client was added, reactivated, or left active after you stopped using it. 5. There is no included child-account allowance to subtract. Add the monthly plan prices of the active, non-trial, non-affiliate child accounts, then apply the agency percentage. The default is 70%. If the active count matches the billed quantity, the charge follows current usage. If it does not, keep the invoice date, amount, and client list ready for review. 💡 Refunds and billing credits A refund or credit is not automatic. Our team can review the invoice when the charge does not match how the package was sold, when clients were billed after they were removed, or when a promotional period was applied incorrectly. Have this ready before you contact support: - The invoice date and exact amount, for example $208.60 - The client account names you believe should not have been billed - When those accounts were created, archived, or last used - What was included when the package was sold to you If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat. 🚀 How to prevent another surprise - Archive or remove child accounts you no longer manage before the next renewal date. - Check the included client count on your plan whenever you add a white-label account. - Review each invoice line for client quantity, not only the final total. - Confirm your included allowance before adding more clients if you are unsure.

Last updated on Nov 05, 2026

🛠️ Fix Missing Support Icon on Whitelabel Login

💡 What this issue means The support icon is the chat button in the bottom-right corner of the platform. If it is missing on a laptop but still appears on an iPad with the same admin account, your login is working. The widget is being hidden or blocked only in that desktop browser session. On a whitelabel domain, the Search Atlas support chat widget is not loaded at all. This domain-level restriction applies to everyone who uses that branded login URL, which is why several teammates will see the icon missing at once. 🔍 Why it shows on iPad but not on laptops The same account can look different across devices. Check these causes in order: - Browser add-ons: Ad blockers, privacy tools, and script blockers are common on laptops and rare on iPad. They can stop the chat script from loading. - Window size or zoom: A narrow window, a snapped window, or zoom above 100 percent can push the icon off the visible area. - Whitelabel domain behavior: Branded logins omit the Search Atlas support icon by design. Mobile and desktop can still differ if one device is on the branded domain and the other is on the main platform. - Cached page or extension data: Clearing the browser cache does not always clear extension rules. Incognito only helps if extensions are disabled there. 🛠️ Steps to restore the icon 1. Confirm the address bar. Use the same whitelabel domain on every device. If the iPad is on the main platform and the laptops are on the branded login, the icon may be hidden only on the branded site. 2. Set browser zoom to 100 percent, maximize the window, and scroll to the bottom of the page. Look again at the bottom-right corner. 3. Turn off ad blockers and privacy extensions for this site, then reload. Test in a fresh private window with extensions disabled, not only cache cleared. 4. Try another desktop browser that has no extensions installed. If the icon appears there, the original browser or an add-on is blocking it. 5. If you need to access live support chat, log in directly via the main Search Atlas platform (dashboard.searchatlas.com), as the support chat widget is not loaded on custom whitelabel logins. 6. If the icon is enabled and still missing after the checks above, stay on the page where it should appear so support can review the same view. ⚙️ What to tell support Include the whitelabel domain, the browser name and version, whether extensions were disabled, and that the same admin account shows the icon on iPad. A screenshot of the full laptop screen, including the address bar, helps the team confirm whether the widget is hidden by settings or blocked in the browser. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 06, 2026

💳 Disputing Unexpected White-Label Billing Charges

💳 What an unexpected white-label charge means A white-label billing charge is a percentage of each active client account’s plan price, billed to your agency or parent account. The default is 70% of the client’s monthly plan price, shown as one Whitelabel Subscription Increase or Child Customers Billing line. An amount such as $208.60 can appear without you manually adding a plan, because billing updates when an active client plan is added or changed. Trial and affiliate client accounts are not included, and staying inside the parent quota does not remove the charge. 📊 Why the amount can appear even if you did not edit clients Client work can stay inside the parent account quota, but that does not waive the white-label charge. The parent is still billed a percentage of each active, non-trial, non-affiliate client plan. A charge posts when one or more of the following happens: - A client account has an active paid plan. Trial plans are not counted, and affiliate client accounts are excluded because they pay Search Atlas directly. - A client account became separately billable after a status, plan, or white-label setting changed, including a change made by a teammate. - The updated monthly amount applies on the next billing date. A change does not create a separate partial-period proration charge. - An earlier service issue did not automatically pause billing, so the invoice still included that period. The charge line is the invoice record. It is not, by itself, proof that you intended to buy extra client capacity. 🛠️ How to check the charge on your account 1. Open billing or invoices in your Search Atlas account and locate the charge date and amount. 2. Note the description, quantity, and billing period. 3. Compare active white-label client accounts with the parent quota for that same period. 4. Check whether any client was activated, reactivated, or moved off the shared quota. 5. Save screenshots of the invoice line and the client list. Do not change client settings only to investigate. 🚀 How to request a refund or credit Search Atlas reviews unexpected white-label charges case by case. A refund or account credit is not automatic, but you can ask for both the disputed amount and credit related to a prior service disruption. 1. Confirm the exact amount, date, and invoice or charge reference. 2. List the client accounts you believe should have remained on the parent quota. 3. Describe what did not change on your side and the dates of any service disruption. 4. Send that information in the platform live chat so billing can match it to the charge. Ask clearly for a refund of the unexpected white-label charge and for service credit covering the disruption window. The team will confirm what the invoice represents and whether an adjustment applies. 💡 What to include so the review stays short - Account name and the user who received the charge. - Amount, currency, and charge date. - Invoice or transaction reference if shown. - Which client accounts you believe were wrongly billed. - Dates and a short description of the earlier service disruption. - Screenshots of the invoice and the client list. ⚙️ What to expect after you write in Support reviews the parent quota, client account status, and invoice line for the billed period. If the clients were still covered and no billable change occurred, the team can correct the charge. If usage moved beyond the included quota, they will explain the calculation. Service credit for downtime is considered separately from the white-label line, using the dates you provide. While the review is open, avoid deleting client accounts if you still need their history. Canceling or changing plans during the review can create a second prorated line. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 07, 2026

⚙️ Assign Whitelabel Child Account Quota

🔍 What Child Account Quota Means In a whitelabel setup, the parent account keeps its own plan and quota. A child account does not share that pool. The child gets its own plan, and that plan includes its own full quota. You do not assign part of the parent quota to the child. A child can be created on the free plan and show only free-plan limits. Creating the child does not move any quota from the parent. The child receives the quota included in the plan you set for it. 📋 Before You Assign Quota Check these items from the parent account before you change anything: - You are signed in as the parent or whitelabel owner. A child user cannot change its own plan. - The child must be linked under your whitelabel account. You can set a plan only for a linked child. An unlinked or separate account is not managed as one of your child accounts. - The parent plan's remaining quota does not limit the child. Each child receives the full quota included in the plan you set for it. Your own usage and other child plans do not reduce that quota. - You choose a plan for the child. The plan sets the limits, which can include projects, seats, credits, and the other limits included in that plan. 🛠️ Assign Quota From the Parent Plan 1. Sign in to the parent whitelabel account. 2. Open the whitelabel or child-account management area. 3. Select the child account that should receive quota. 4. Open the quota, plan, or allocation settings for that child. 5. Select the plan for the child. You do not enter a quota amount, and the choice is not limited by unused parent quota. 6. Save the allocation, then reopen the child record to confirm the new amounts are stored. Save the selected plan for the child. You do not need to reduce an amount or free quota from another child. Each child's plan includes its own quota, and the plans assigned to children are not capped by the parent plan's quota. ✅ Confirm the Child Account Has Quota 1. Open the child account, or use the parent view of that child. 2. Check the plan or usage area for the assigned limits. 3. Confirm each required limit is above zero and that usage has not already consumed it. 4. Sign out of the child account and sign back in if the display still shows the old free-account state. The account can still show its original free-account state after you set a plan. Judge the result by the limits included in the plan you selected, not by the original account type alone. 💡 Fix a Child Account That Shows No Quota - Quota was never saved. Return to the child allocation screen, enter the amounts again, and save. - The amount was zero. A child set up with the option to receive quota still needs a positive amount assigned. - The parent has no remaining quota. Reduce another assignment or review the parent plan limits before trying again. - The wrong account was selected. Confirm the child email and account name before assigning. - The child is not under this parent. Quota cannot be moved to an account outside your whitelabel setup. - You lack owner access. Ask the whitelabel owner to make the assignment or grant the required access. 💬 When to Contact Support Contact support if the child is correctly linked, the parent has unused quota, and saving a positive allocation still leaves the child at zero. Include the parent account name, child account name, and the quota amounts you tried to assign. If you need further assistance, open the chat widget in the bottom-right corner of the platform and send your message. A member of our support team will reply in the chat.

Last updated on Nov 11, 2026