Overview
Clients are the top-level organizational unit in KeyBox. Each client represents a customer or organization that you’re providing licensed services to. Projects and licenses are nested under clients to maintain a clear hierarchy.Creating a Client
The Create New Client card is located at the top of your dashboard for quick access.Navigate to the Create Client Card
Find the card with the Create New Client heading in the upper section of your dashboard.
Enter Client Email
Add the client’s email address in the second field. This must be a valid email format.
The email field validates in real-time. You’ll see a red border if the format is invalid.
Client Information
Each client entry stores:Name
The client’s display name shown throughout the dashboard
Contact email used for billing and notifications
Projects
All projects associated with this client
Licenses
Indirect access to all licenses through projects
Viewing Clients
Clients appear in the Clients & Projects section as expandable cards.Client Card Layout
Each client card displays:- User Icon: Visual identifier for the client
- Client Name: Displayed prominently in white text
- Project Count: Shows how many projects belong to this client
- Bill Button: Generate invoices for the client
- Expand Arrow: Click to reveal project details
Expanding Client Details
The accordion allows only one client to be expanded at a time, keeping your workspace organized.
Client Actions
Generating Invoices
KeyBox includes a built-in billing system for client management.Add Line Items
The system automatically populates items based on the project’s services (Hosting, Domain, etc.).
- Modify descriptions as needed
- Enter amounts for each service
- Add or remove line items using the buttons
The billing feature requires the client to have a valid email address configured.
Client Organization Best Practices
Naming Conventions
Use clear, consistent naming:- Company Names: “Acme Corporation”, “TechStart Inc.”
- Individual Clients: “John Smith - Personal”, “Jane Doe Consulting”
- Internal Projects: “Internal - Marketing Team”
Email Management
- Use primary contact emails for business clients
- For individual clients, use their preferred contact method
- Keep emails updated to ensure billing works correctly
Grouping Strategy
By Organization
One client per company, with multiple projects for different products
By Department
Split large organizations into department-level clients
Empty State
If you haven’t created any clients yet, you’ll see a helpful empty state:- User icon placeholder
- “No clients yet” heading
- “Create your first client to get started” message
Client Limitations
Client Statistics
The dashboard header shows your total client count:Troubleshooting
”Failed to create client” Error
Check your authentication
Check your authentication
Ensure you’re still logged in. If your session expired, you’ll need to log in again.
Verify email format
Verify email format
The email must be in valid format (e.g., [email protected]). Check for typos.
Check network connection
Check network connection
Ensure you have a stable internet connection and the backend server is running.
Duplicate client names
Duplicate client names
While allowed, duplicate names may cause confusion. Consider using unique identifiers.
What’s Next?
Once you’ve created clients, you can:Create Projects
Add projects under your clients with specific services
Generate Licenses
Create license keys for client projects