Setting Database Backup Permissions

A backup of your database can be requested within the Settings section of the Sidebar. The software provides three different types of backups: full backup, data only, or files only.

By default, only the main user on the account has permission to request and download backups.

Note: the ability to set database backup permissions is restricted to only those users that have permission to manage users.

To set database backup permissions:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the My Agency section and then select Manage Users

  • All users on the account will populate on the left side of the Manage Users page
  • Click on the edit icon to the right of the person you wish to set database backup permissions for

  • Under the user’s Permissions on the left side of the User Profile, click to expand the Agency section
  • To the right of Access Database Backup, set the appropriate permission
    • Yes = this user can access the Request Data Backup page which includes the ability to request and download backups
    • No = this user cannot access the Request Data Backup page (and therefore cannot request or download backups)
  • Make sure to click the Save button at the bottom once your changes have been made

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