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. Contacts + Assets
Hover over the Contacts + Assets tab.
3. Contacts
And click Contact List.
4. Contact List Download
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. Account Level
On the Account level.
9. Account Selection
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10. Users
Click Users.
11. Download
And select Download.
12. Settings
On the Organization level, hover over Settings.
13. Access
Hover over Access.
14. Users
Select Users.
15. Download Button
In both places, you'll see a Download button.
16. Download
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.
In this guide, we covered the essential steps to back up contact and user data. From navigating the main menu to utilizing advanced search features, you are now equipped to manage and secure your data efficiently.
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