Email Routing in the Admin PortalCopy Anchor Link

The Email screen routes Claira's emails by role, sets the audience new cases start with, and can change the audience on the cases that are already active. An organization admin sets what each role receives; a user only ever mutes their own, from Claira in Discover.

Which roles receive each emailCopy Anchor Link

The first card applies to every case, now and in future. It has one row per email family and one column per role:

Two things are set per family:

• The role switches: whether people on that role receive the family at all.
• New cases start with: the audience a case gets when Claira is activated in it from now on: everyone on the case, or only the person the event belongs to (the activator; for background scans, the person who ran the scan). This is the same choice a case's own email preferences offer. It does not change cases that are already active: use the second card for those. Three families work differently. Activation is chosen by the person activating Claira, the monthly usage summary always goes to each user with their own figures, and the monthly invoice goes to the people whose role can view billing, so its column reads People who can view billing. See The monthly invoice email.

The person activating Claira can still check Email only me in the activation dialog. That choice wins over your starting point: every email type of that case then goes to the activator only.

Save stores the whole card. Until you save it for the first time, every role receives every family (the monthly invoice, every role that can view billing) and new cases start with Claira's defaults, exactly as before the portal.

Audience on your active casesCopy Anchor Link

The second card changes the email preferences of cases that are already active. For each family that has a choice (plan and lifecycle changes, token updates, background scans), it shows what your active cases do today: everyone, only the activator (or, for background scans, only the person who ran the scan), or how many cases do each when they differ.

1. Pick a new audience for one or more families. Families you leave as they are keep each case's own choice.
2. Choose Apply to {n} active cases.
3. The confirmation names the families and the number of cases. Confirm to replace each case's own preference for those families.

If the number of active cases changes while you are choosing, the portal changes nothing and asks you to check the count and apply again. Case teams can change these preferences again at any time from Settings in Claira, and cases activated later start from the first card's choices.

Emails about actions taken in the portalCopy Anchor Link

When an organization admin changes a case's plan, books a deactivation or schedules a data deletion from the Admin Portal, the email goes to the case's plan and lifecycle changes audience as set on this screen, and a copy goes to the admin who acted. The admin's copy is sent even when their role does not receive that family or the case sends only to its activator, because it is a receipt of their own action. Every one of these emails names the admin who made the change. See Cases in the Admin Portal.

Cancellations do not use this audience at all. Cancelling a scheduled plan change, deactivation or data deletion is confirmed to the person who cancelled it, and to nobody else, whether they cancelled in the portal or in Claira inside Nuix Discover. Nothing on this screen widens or narrows that. See Email Notifications Overview.

The monthly invoice emailCopy Anchor Link

For organizations billed by monthly invoice, Claira emails every invoice it issues. See Invoices Claira issues.

• Who receives it: everyone in your organization whose role can view billing, at the email address Claira has for them from Nuix Discover. Organization admins always receive it; any other role receives it when it holds View organization billing or Manage organization billing.
• Stopping a role: switch the role off on the Monthly invoice row. A role without billing access cannot receive the invoice, so its cell shows No billing access instead of a switch.
• What it contains: written in each recipient's language (English, French or German), the email summarizes what the bill is for: the invoice number, service period, cases billed in each group, plan fees, overage, partner discount, tax, total due and due date, then the list of cases. The invoice is attached as a PDF, with the same lines as a CSV.
• Claira's copy: Claira also receives a copy of every invoice.
• Sending it again: an issued invoice can be emailed again from the Billing screen. See The invoice card.

If you switch off every role, nobody in your organization receives the invoice by email. It is still issued, and it can be downloaded from the Billing screen.

What is not routed hereCopy Anchor Link

• Product news and release notes: a mailing-list subscription each user manages from the unsubscribe link in any Claira email.
• Each user's own email: a user can mute anything their role receives, for themselves only, from Claira in Discover.
• Support and operations alerts: a handful of internal notices go to Claira rather than to you.

The delivery logCopy Anchor Link

Every send appears in the log with its family, recipient, role, case and status, plus what the mail provider reported afterwards: delivered, opened, clicked, or bounced. Emails that were suppressed because the recipient's role does not receive that family are listed too, so a missing email is never a mystery. The copies sent to admins for portal actions are listed like any other send. Monthly invoice emails are listed too: they belong to your organization rather than to a case, so their Case column reads Organization.

The search box matches recipient or subject. Filters narrows the log by email family, status and period (the last 7, 30, 90 or 365 days; 30 days unless you change it); the button shows how many filters are on, and Clear filters removes them. The download button saves the current view as CSV.

Need help? Contact us at support@claira.to.