Email PreferencesCopy Anchor Link

Claira sends automatic emails for case events such as activation, plan changes, token updates, and background scan results. The Email preferences section in Settings lets your team decide, for each type of email, whether it goes to everyone in the case or only the person who activated Claira in the case.

Where to find itCopy Anchor Link

1. Open Claira in your case.
2. Open Settings.
3. Under Team settings, click Email preferences to open the section.

While the section is closed, its heading summarizes your choices, for example 1 of 4 email types goes to one person only.

Each email type is one row: its name and a short description on the left, and a dropdown on the right with the two choices (in a narrow Claira pane, the dropdown sits below the description). Choosing an option saves it immediately: there is no separate save button.

What you can controlCopy Anchor Link

For Background scans, the restricted option means the person who started that scan, not the person who activated the case, since scan results are most relevant to whoever launched the run.

How the preferences workCopy Anchor Link

• Shared across the case. These are case-wide settings, not personal ones. Anyone in the case can change them, and the choice applies to everyone's emails for that case.
• Saved instantly. A change takes effect for the next email of that type. It does not recall emails that were already sent.
• Your organization's admins set the starting point. In the Admin Portal, organization admins choose which audience new cases start with for plan changes, token updates and background scans, and can change these preferences on active cases in one step. A case team can still change its own choices here at any time, and the Email only me checkbox still wins when Claira is activated (see below).
• Your choice is respected. When an email type is restricted and Claira cannot determine who activated the case (for example, on cases activated before this feature existed), that email is not sent to anyone: Claira never falls back to emailing the whole case against a restricted preference. To restore delivery, switch the email type back to Everyone in the case, or deactivate and reactivate the case so a current team member becomes the activator.

Relationship to the activation checkboxCopy Anchor Link

When activating Claira, the activation dialog offers an Email only me checkbox that limits the activation email to the activator. Checking it also sets every email type on this page to "only the person who activated Claira": the box is treated as a signal that you don't want case-wide emails. Leaving it unchecked starts the case with your organization's starting point where its admins have set one, and with the defaults shown in the table above otherwise. A case that is reactivated keeps the choices it already had. Either way, you can change any of these choices later from Settings at any time. See Case Activation Broadcast for details about the activation email itself.

Cancellations are not affected by these preferencesCopy Anchor Link

Cancelling a scheduled plan change, deactivation or data deletion is confirmed to the person who cancelled it, and to nobody else. These preferences do not change that: they govern who hears about case events, and a cancellation means the event the case was told about is not happening. The confirmation reaches the person who acted whichever audience is set here, and reaches no one else even when the case is set to Everyone in the case. See Email Notifications Overview.

Frequently asked questionsCopy Anchor Link

Does this affect onboarding or newsletter emails? No. Email preferences only control the operational case emails listed above. Marketing messages follow your subscription preferences. See the Email Notifications Overview.

What happens if the person who activated the case leaves the team? Restricted emails continue to go to the activator on record. If that address is no longer monitored, switch the affected email types back to Everyone in the case, or deactivate and reactivate the case so a current team member becomes the activator.

Can different users in the case have different preferences? Not currently. The preference is one choice per email type for the whole case.

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