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Overview

Each organisation has a name and a web address. The name appears across EveryWealth and in reports. The web address is the link your team uses to open the organisation, for example app.everywealth.com.au/acme-capital. Owners and admins can change both.

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Rename your organisation

  1. Go to Settings, then choose Organisation Settings.
  2. On the Organisation info tab, change the Name.
  3. Select Save changes.
Changing the name does not change the web address unless you choose to.

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Change the web address

When you change the name, EveryWealth offers a web address that matches it. Select Change it to … to use the suggestion, or select Change next to the web address to type your own. Web addresses can use lower-case letters, numbers and single hyphens. Some words are reserved, and an address another organisation already uses isn’t available. Select Save changes. EveryWealth then opens the settings page at the new address.
Links to the old address keep working. Bookmarks, shared links and links in earlier emails take people straight to the new address, so nothing you’ve already shared breaks.
To leave the web address as it is, select Keep current address before saving.

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Who can make changes

Only owners and admins can change the organisation name or web address. Other members can see these details but can’t change them.