Admin Portal Overview
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What the Claira Admin Portal is, who can open it, how you get there from Nuix Discover or with an email link, how a session works, and what each screen (cases, users and roles, prompt templates, billing, email, activity, settings) is for.
Admin Portal Overview
The Admin Portal is the console for everything that spans your whole organization rather than one case: every case Claira runs in, the people who use it, their roles and permissions, the prompt templates your organization shares, the partner invoice, email routing, and the Discover portals Claira accepts sessions from. It lives at app.claira.to and opens from Claira inside Nuix Discover, or with a one-time link sent to your email once you turn on email sign-in.
Who can open it
Only organization admins can open the Admin Portal. Your organization's first admin is set up with Claira when the portal is enabled for you; admins then promote further admins on the Users screen.
If you are not an organization admin, the menu item still appears, but choosing it shows who your organization's admins are so you know whom to ask.
Opening the portal
From Claira in Discover
- Open Claira in any case in Nuix Discover.
- Open the menu in the Claira panel and choose Manage organization.
- A new tab opens at app.claira.to and lands on a Verified card showing your name, organization, role and region.
- Choose Continue to Overview.
There is no password. Your Discover session vouches for you: the link carries a one-time code that is valid for two minutes and can be used once.
With an email link
Once you have turned on email sign-in for yourself, you can open the portal without going through Discover:
- Go to app.claira.to.
- Under Sign in with an email link, enter the address you confirmed and, if asked, choose the region of your Discover portal. The portal remembers the region after your first visit.
- Choose Email me a sign-in link. The portal shows Check your inbox whatever address you enter, so it never reveals who has email sign-in.
- Open the email and choose the button for your organization, then choose Sign in on the page that opens. The Verified card shows Signed in: With an email link. Nothing happens until you choose Sign in, so an email security scanner that opens the link cannot use it up.
Each link works once, for 15 minutes. If no email arrives after a few minutes, check your spam folder, the address and the region, or open the portal from Claira in Discover.
How a session works
- A session ends after 30 minutes without activity, and after 8 hours at most. Reopen the portal from Claira in Discover, or with an email link, at any time.
- A session belongs to the browser tab you opened it in. Opening the portal in another tab means opening it from Discover again, or asking for a new email link.
- A session opened with an email link can do everything a session opened from Discover can.
- Changing someone's role signs that person out of the portal; they pick up the new role on their next visit.
- If the portal does not open ("This link is invalid or has expired"), the link was already used or timed out. Go back to Discover and choose Manage organization again, or ask for a new email link. An email link also stops working when you or another admin turns email sign-in off.
Region and currency
Your region is the Discover deployment your cases run in, and the portal shows it, read-only, on the Verified card and under Settings. Prices and invoices are in your region's currency. Customer content stays in its region: the portal's address only delivers the application, and everything you see is fetched from your region directly by your browser.
What is on each screen
| Screen | What it is for |
|---|---|
| Overview | What needs attention (only when something does), then active cases, active users, tokens used this month, the open invoice so far and deactivated cases, then recent activity |
| Cases | Every case Claira has been activated in, its plan, token balance and lifecycle dates, and a page per case where you change its plan, deactivate it, delete its data once it is deactivated, and download its billing reports |
| Users and Roles | Who uses Claira, which role each person holds, and what each role may do |
| Templates | Prompt templates written for your whole organization, which everyone finds in Quickstart in Claira under Your organization: create, edit, archive, restore and delete them |
| Billing | The upcoming invoice per window, the invoices Claira issues and emails, billing details, payment methods, pending plan changes, invoice parameters and demo or test cases |
| Which roles receive each kind of email, the audience new cases start with, the audience on your active cases, and a delivery log | |
| Activity | One feed of everything that happened across your cases and your team |
| Settings | Organization identity, the Discover portals Claira accepts sessions from, the Discover API token every case can use for background processing, and email sign-in |
Finding your way around
- The sidebar lists the screens and stays in place while you scroll a long page. Your name, role and region, Settings and Sign out stay visible at its foot.
- Agent appears in the sidebar marked Soon. It cannot be opened yet.
- The Docs button at the top right of every screen opens this help site in a new tab, in your language. On a narrow window it shows only its question-mark icon; hover it to see what it does.
- On a narrow window, the sidebar becomes a compact header: the screens scroll across the top, Settings keeps its own link, and the round button with your initials opens a menu with your name and role, your region and environment, and Sign out.
Languages
The portal follows your browser language for English, French and German, and every screen exists in all three.
Need help? Contact us at support@claira.to.
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Users and Permissions
Who can use Claira, how admins grant case access through Nuix Discover's group-based permissions, and how Claira roles in the Admin Portal decide what people may do once they are in.
Cases in the Admin Portal
The Overview and Cases screens, and each case's page, where an organization admin reads a case's plan, usage and billing reports, changes its plan, deactivates it and deletes its data.
Need more help?
Contact our support team at support@claira.to — we are here to help.