Email Routing in the Admin Portal
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Decide which roles receive each kind of email Claira sends, choose who on a case gets it, and read the delivery log.
Email Routing in the Admin Portal
The Email screen routes Claira's emails by role. An organization admin sets what each role receives; a user only ever mutes their own, from Claira in Discover.
Who receives what
The routing table has one row per email family and one column per role:
| Family | What it covers |
|---|---|
| Activation | Claira is activated in a case |
| Plan and lifecycle changes | Upgrades, downgrades, scheduled downgrades, deactivations, scheduled deletions |
| Token reservoir | The reservoir fills, or refills after running empty |
| Background scans | A background scan finishes, or fails |
| Monthly usage summary | One rollup per user of what they used last month |
Two things are set per family:
- Sent to — 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; saving here applies it to all of your active cases at once. The monthly summary is always per user.
- The role switches — whether people on that role receive the family at all.
Until you save the table for the first time, every role receives every family, exactly as before the portal.
What is not routed here
- 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 log
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.
Filter by family, status or period, search by recipient or subject, and Export the current view as CSV.
Need help? Contact us at support@claira.to.
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Billing and Invoices in the Admin Portal
The partner invoice per window, how each case is billed, cards held by Stripe, pending plan changes, the invoice parameters, and the billable flag.
Activity Feed in the Admin Portal
One feed of everything that happened across every case and every user — scans, bulk tasks, Insights, prompts, fields, Agent Mode, case lifecycle, money, email and access — with filters and an export.
Need more help?
Contact our support team at support@claira.to — we are here to help.