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 |
|---|---|
| Profile photo | You |
| 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".
Your photo
Your photo sits at the top of the panel. Click it, or Add photo beside your name, and choose a JPEG, PNG, WebP or GIF up to 5 MB — it is saved as soon as you pick it, and shows wherever you appear: the corner of Everre, the team list, and anywhere a record names you. Change photo swaps it and Remove photo takes it away, leaving your initial in its place.
If you signed in with Google you start with your Google picture. Replacing or removing it here does not change anything on your Google account.
A manager or administrator can set a colleague's photo from that person's profile, the same way they can correct a name.
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.
- Tasks — a task is assigned to you
- Mentions — someone @mentions you in a comment
- Replies — replies to your comments
- New leads — a form on one of your sites is submitted
- Review requests — the assistant prepares something for you to approve
- Automations — a standing instruction pauses itself
- Balance alerts — your credit balance runs low
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. Turning off both means that kind of notification is not created at all.
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. The full picture — the bell, the Notifications page and what each notification means — is in Notifications.
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.