Your profile and settings
Everything about you sits in one place. Click your avatar in the top right of Everre and choose Profile & Settings: your details, what you have spent this month, what we are allowed to email you about, and your password.
Your details
The Profile tab holds who you are, and — for your own profile — what you have spent this month. Commission and licences have their own tabs beside it, so this one stays about you.
Click Edit to change anything, then Save changes.
| Field | Who can change it |
|---|---|
| First and last name | You |
| Job title | You |
| Office | You |
| Organisation role | An administrator |
| Teams | An administrator |
Your job title is free text and it is what colleagues see beside your name, so something specific like "Senior Associate, Industrial" is more useful than "Broker".
Roles
Your organisation role — Admin, Manager, Member or Viewer — decides what you can reach in Everre. Only an administrator can change someone's role, and administrators cannot change their own. That is deliberate: an organisation that demotes its last administrator has no way back without us. If your role is wrong, ask an administrator on your team.
Usage this month
Everre bills for what you use rather than per seat, so Usage this month on your Profile tab shows what you have spent and what caused it — AI, signatures, storage, websites, email and API calls, each with its own figure.
If an administrator has given you a personal monthly cap, you will see how much of it you have used and how many days are left in the period. The total turns amber at 80% and red at 100%.
Reaching a cap does not always stop you. A cap set to warn is a signal; a cap set to block refuses new AI requests until the month rolls over or an administrator raises it. Only an administrator can change a cap — a card on file raises the organisation's budget, not your personal ceiling.
If you have no personal cap you will see so, and you simply draw on the organisation's budget alongside everyone else.
You only see your own figures here. The organisation-wide view, including everyone's spend and where the caps are set, is an administrator screen.
Notifications
The Settings tab is where you choose what reaches you and how. Each kind of notification has two switches: one for the bell inside Everre, one for email.
- Mentions — someone mentions you
- New leads — a new lead is captured
- Replies — replies to your comments
- Tasks — task assignments
- Agent runs — work you handed off has finished
- Spend alerts — you are approaching your monthly cap
Turning off an email switch stops that kind of mail without touching the in-app bell, so you can keep seeing everything in Everre while your inbox stays quiet.
Changes are not saved until you click Save preferences. Preferences are per organisation: if you belong to more than one, each keeps its own settings.
A few notifications have no switch, because they concern something you asked for directly rather than something happening in the background.
Your password
Also on the Settings tab. You will need your current password, and the new one needs at least eight characters with an uppercase letter, a lowercase letter and a number.
If you sign in with Google you will not have a password to change — your Google account controls access.