Edit Your Everlaw Account Settings

Use your Account Settings page to review and manage the personal details and security options for your Everlaw account. From this page, you can see and (depending on your organization’s security configuration) update your name, title, primary organization, email address, notification preferences, and password (if applicable).

This article explains how to open Account Settings and make edits.

Requirements

Every user has access to their own account settings. However, their options when editing these settings varies depending on their organizations’ authentication settings.

If your account is password authenticated, your password is required for user information changes.

Authentication types

How you log in and how your personal information and account settings are stored depends on underlying configuration in your organization. There are three potential scenarios:
There are three types:

• Password-only: You log in with an email address and password
• SSO required: You log in with Single Sign On (SSO) authentication through an identity provider (IdP); no password needed
• SSO optional: You can log in either by password or SSO

If SSO is enabled, there is an SSO ENABLED flag next to your email address in Account settings.

If your account supports password authentication, the Current password field is listed under User information.

Access account settings

To access your account settings, select the Your Account button, which is the button with your initials at the top right of the navigation bar, then select Account Settings.

The Account Settings page displays the following:

• Name (first and last)
• Title (optional)
• Email address
• Primary organization(s) (If you have been added to multiple organizations, your primary organization is your designated organization across all projects you are added to)
• Current password (if appliable)
• Notification preferences settings
• Security role information

Edit account settings

To edit your account settings:

1. Open your Account settings page.
2. In the User Information section, select Edit.
   
   This makes the fields you have permission to edit editable.
   

3. Edit your settings. Depending on your authentication type, you may be able to edit the following settings:

   • First name
   • Last name
   • Title
   • Primary organization
   • Email address (only available for non-SSO, password-authenticated users)
   • Change password (available for password-authenticated users)

   Important

   If SSO is enabled, these changes only affect how your user information is displayed in Everlaw. It does not change your SSO identity.

4. [Password-authentication only] If your account uses a password, enter your password in the Current password field.
5. Select Update.

Change your email address

Required permissions:

• Your account must be password-only authenticated (no SSO) and cannot have multifactor authentication (MFA) enabled.
• You must have access to your soon-to-be previous email address.

To change your email address:

1. Open your Account settings page.
2. Under the User information section, select Edit.
3. Type in your new email in the Email address field. As soon as you type it in, the Confirm email field will appear.
4. In the Confirm email field, type your new email.

5. In the Current password field, type your password.
   

   Note

   If you don't remember your password, reset your password using your current email address before continuing to change your email.

6. When you're done, select Update. 
7. You will receive an email at the new email address entered. Open that email and select Confirm email to finalize changing your email address.
   
8. If you are prompted to login, log in using your previous email address for the final time and authenticate via MFA if required. Your new email address should be reflected on the account settings page as shown. You will no longer be able to log in with your old email address and should use your updated email address to login in the future. 

Edit notification preferences

You can switch the following notification settings on or off from your Account settings page’s Notification Preferences section:

• Downtime: Alert emails and notifications will warn you of upcoming scheduled downtime for platform updates and improvements.
  • This setting is turned off by default, but if you would like to receive email and banner notifications (dismissible) about scheduled downtime, we recommend you turn on this setting. These notifications are sent at least a week in advance of the scheduled downtime.
  • Notifications for emergency unscheduled downtime are also included when you toggle this setting on. We make an effort to send notifications at least an hour before, but we cannot guarantee advance notice for every instance of emergency downtime.
• Email threading toast notifications: Display pop-up warnings when you perform actions that may be affected by ongoing email rethreading in your database. Learn more about email rethreading in this article.
• Near duplicate grouping notifications: Display pop-up toast notifications when you perform actions that may be affected by near duplicate grouping in your database. Learn more about ongoing near duplicate grouping in this article, and learn more about near duplicates in this article.

Security and authentication settings

You can also edit security and authentication settings from your Account settings page. For more information about user-level authentication settings, visit our Multifactor Authentication (MFA) article.