Cases in the Admin Portal
Other languages
The Overview and Cases screens — every case Claira has been activated in, with plan, reservoir, usage and lifecycle dates, and the detail page for one case.
Cases in the Admin Portal
The Overview and Cases screens answer the questions a case list in Discover cannot: which cases have Claira, on which plan, how many tokens they have left, when they were activated, when their plan changed, and when they deactivate or did.
Overview
The Overview is the landing screen after the Verified card. It shows:
- Active cases, users seen and tokens consumed this month across the organization.
- Needs attention — cases whose reservoir is low, downgrades booked for a future date, and deactivations booked for a future date.
- Recent activity — the latest activations, deactivations and plan changes, with a link to the full Activity feed.
- Unattributed activations, if any: cases activated before your organization ID was configured in Discover. They still run, but they are not on your invoice until they are attributed — contact support if you see this count.
The Cases screen
Tabs switch between Active, Deactivated and All cases; the search box matches case name, case number and Nuix organization.
Each row shows:
| Column | Meaning |
|---|---|
| Case | Name and Nuix case number |
| Plan | The current tier, with a note when a downgrade is booked |
| Activated | When Claira was turned on, and by whom |
| Plan changed | The last tier change |
| Deactivates | A booked deactivation date, or the date it happened |
| Reservoir | Tokens left against the plan's cap |
| This month | Tokens consumed since the 1st |
A case's detail page
Choose a case to open its page:
- Plan and cycle — the tier, the reservoir, the daily refill and the case's own plan cycle (which runs from its activation date and is what a booked downgrade waits for).
- Usage — tokens consumed this cycle, overage, single reviews, the split by media type, and consumption per user.
- Tier history — every plan the case has held and when.
- Ledger — every token movement: scans, bulk tasks, Insights, refills, purchases, refunds.
- Payments — card charges for card-billed cases.
- Users — the people on the case, when they were last seen, and whether they are still active.
What the portal does not do here
Activating, deactivating and changing a case's plan stay inside Claira in Discover, with the case team. The portal shows the state and the dates; it does not move them.
Need help? Contact us at support@claira.to.
Was this page helpful?
Continue reading
Admin Portal Overview
What the Claira Admin Portal is, who can open it, how you get there from Nuix Discover, and how a session works.
Users and Roles in the Admin Portal
How the Users and Roles screens work — who uses Claira, one role per person, what each role may do, and how permission enforcement is switched on.
Need more help?
Contact our support team at support@claira.to — we are here to help.