Topic
How to backup contact or user data.
Description
Backing up your Contact or User Data, before making any large changes, or simply backing them up on a monthly basis is a recommended best practice that can prevent accidental corruption or loss of data.
Go to manager.everbridge.net
1. Dashboard
Keep in mind that not all roles have the permissions to download this data to create backups. We'll begin with our contact data.
2. Dashboard
Hover over the Contacts + Assets tab.
3. Dashboard
And click Contact List.
4. Contact List
Then click the Download button. This file contains your contacts and their data.
5. Emailed Download File
Depending on how many contacts there are in your organization, that file may be emailed to you.
6. File Download
Click OK.
7. User Placement
Users exist on both the Organization level and the Account level. So the steps to create their backups vary slightly.
8. Contact List
On the Account level.
9. Contact List
Explore the learning universe for in-depth training materials and tutorials.
10. Users
Click Users.
11. Users
And select Download.
12. Dashboard
On the Organization level, hover over Settings.
13. Dashboard
Hover over Access.
14. Dashboard
Select Users.
15. User Management
In both places, you'll see a Download button.
16. User Management
Click it to download the CSV file of users and their data. Depending on the number of users, the file may be emailed to you. In both places, you'll see a download button.
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