In this article:
Overview
Enterprise organizations need precise control over partnership data access to ensure sensitive information isn’t visible by default. This feature allows Revenue Leaders and Partnership Managers to grant visibility only to select users based on roles or need-to-know criteria, enhancing data security and fostering collaboration.
This feature is available by request only.
Please contact your CSM to learn more.
✍️ Note
You must be an Admin in Crossbeam to manage user access to data in Crossbeam.
Definitions of user Access
There are three types of access levels to select from:
Manage Access: Allows users to view and manage access to all partnerships.
View Access: Grants visibility to partnerships. Access can be further customized at the partner level.
Per-Partner Access: Restricts visibility entirely unless the user is explicitly granted access to a specific partner, or they created the partnership themselves.
How to Configure Access Levels
Global Configuration by Role
In Crossbeam, click on the Settings Icon, and select Role & Permissions from the side panel. Select a specific role by clicking on Edit. Updates here will automatically apply to all existing and new users assigned to the role.
Click Save Changes when done.
At the Partner Level Configuration
In Crossbeam, click on the Partners Icon, click on a Partner, and select the Sharing Settings. In the modal, click on Team Access and adjust the roles or add people to edit access.
Click Close when done.