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.

Dashboard

2. Dashboard

Hover over the Contacts + Assets tab.

Dashboard

3. Dashboard

And click Contact List.

Dashboard

4. Contact List

Then click the Download button. This file contains your contacts and their data.

Contact List

5. Emailed Download File

Depending on how many contacts there are in your organization, that file may be emailed to you.

Emailed Download File

6. File Download

Click OK.

File Download

7. User Placement

Users exist on both the Organization level and the Account level. So the steps to create their backups vary slightly.

User Placement

8. Contact List

On the Account level.

Contact List

9. Contact List

Explore the learning universe for in-depth training materials and tutorials.

Contact List

10. Users

Click Users.

Users

11. Users

And select Download.

Users

12. Dashboard

On the Organization level, hover over Settings.

Dashboard

13. Dashboard

Hover over Access.

Dashboard

14. Dashboard

Select Users.

Dashboard

15. User Management

In both places, you'll see a Download button.

User Management

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.

User Management

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