Get started with Code42 cloud backups

Overview

This guide is for new Code42 cloud backup administrators. It explains how to:

Access the Code42 console.
Create user accounts.
Back up files with the Code42 app on user devices.

Step 1: Sign in to the Code42 console

Go to the Code42 console.
Sign in with the administrator username and password Professional Services has given to you.
Click Sign In.
The first time you sign in to the Code42 console, a message appears: "By checking this box, you agree that your use of this product is governed by your current master service agreement (MSA) with Code42 Software, Inc., or if you do not have an existing MSA, Code42's online MSA." Check the box and click Continue.
Change the password for your administrator account:
1. Go to Administration > Environment > Users.
2. Select the user that was created by Code42 Professional Services.
3. Click the action menu in the upper-right corner.
4. Click Edit.
5. Change your password.

Learn more about the Code42 console

Step 2: Install a Code42 app for testing

Install the Code42 app in a test environment.

Sign in to the Code42 console.
The welcome screen appears.
Click Yes, continue.
The App Downloads screen appears.
If the welcome screen does not appear, navigate to Administration > Agent Management > Downloads.
Download the Code42 app installer for your operating system.
Install the Code42 app.

Learn more about the Code42 app

Step 3: Use the Code42 app to start backing up files

In the Code42 app, enter the username and password provided to you by the Code42 Professional Services team.
Adjust the folders selected for backup.
Click Start Backup.

Learn more about configuring backup

Step 4: Add additional users

You can add users manually, via text file, or by email invitation.

Manually add users from your Code42 console

Use this method if you are only adding a few users.

Sign in to the Code42 console.
Select Administration > Environment > Users from the menu on the left.
Select Add a new user:
Select Add Users.
If you have more than one organization set up, choose an organization for your users.
Enter the user's first name, last name, email address, and password.
Select Add User.
The new user can now download and install the Code42 app on their device and sign in with their user account.

Upload a text file to add users

Use this method if you need to add many users. When adding users by uploading a text file, determine the email addresses and passwords for all users you want to add.

Sign in to the Code42 console.
Select Administration > Environment > Users from the menu on the left.
Select Add a new user:
Select Add Users.
Click Download sample file to download the template for adding users.
Modify the sample file:
1. Delete the sample entry for "John Doe".
2. Add the information for your users in the following format (one line per user):
  firstName,lastName,email,password

Verify that all the entries are formatted correctly.
Save the modified file.
Drag and drop your saved users .txt file onto the Click or Drag and Drop File button, or click to browse to your users .txt file.
Click Add User.
Users can then download and install the Code42 app, and sign in with the new user account.

Invite users by email

Sign in to the Code42 console.
Select Administration > Environment > Users from the menu on the left.
Select Add a New User:
Select Invite Users.
If you have more than one organization set up, select an organization for the new user.
Complete the form:
- Enter a comma-separated list of email addresses.
- Enter a reply to address.
- (Optional) Customize the subject and message to be sent to your users.
Click Send.
Your users will receive an email with instructions for getting started.