In this article:
Overview
Field Presets let you define which fields are visible to your partners and then reuse those settings across Populations and partners. They're especially useful for customizing access for different types of partners (like tech vs. channel).
What is a Field Preset?
A Field Preset is a saved set of fields that you choose to share with partners. Instead of configuring sharing one partner at a time, you can create a preset once and apply it broadly.
A Field Preset can be shared across multiple partners. Editing a preset changes the fields shared with everyone currently using it.
When can I use a preset?
Presets are only available if a Population's sharing level is set to:
Overlapping Accounts
All Accounts
See Managing Population Settings for more details.
✍️ Note
Wherever you apply or adjust a field preset—creating, applying, bulk applying, or editing—you'll select it from a dropdown menu. Next to each preset option in the dropdown is a pencil icon—click it to edit that preset directly.
How to Create a New Field Preset
You can create a Field Preset from several places in Crossbeam.
From any of the locations below, select Manage > Create Field Preset, then name the preset, select the fields you want to share, and click Create.
Option 1: From Data Sources
Click the settings gear icon on a data source
Click Field Presets
Option 2: From the Sharing Dashboard
Click Partners in the navigation bar and select Sharing Dashboard
Under Your Population Default Setting, click the pencil icon next to the Population
Under Field Presets for Selected Population, expand the dropdown
Option 3: From Data > Populations
Click Data in the navigation bar and select Populations
Click the Partner-specific Sharing option from the three-dot menu in the Population's row
Locate the Field Presets for the Selected Population
Option 4: From the Sharing Hub
Click Data in the navigation bar and select Sharing Settings
Click into a Population to see how the Population is being shared with partners
Click the field preset in the row to edit
How to See Which Partners Are Using a Preset
Before editing a preset, check who's currently assigned to it, since editing it will affect every partner using it.
Click Data in the navigation bar and select Sharing Settings
Click into the relevant Population
Use the Field Preset filter to see everyone currently assigned to it
Additionally, you can check this per partner from the Partner List > Partner Detail Page > Settings.
How to Review All Existing Presets for a Data Source
Click the settings gear icon on a data source
Click Field Presets to see the full list of presets created for that source
How to Apply a Preset to a Partner
You can apply a preset to a partner when editing an existing partner's sharing from their Partner Detail Page or when first connecting with a new partner.
From the Sharing Dashboard
Click Partners in the navigation bar and select Sharing Dashboard
Under Sharing Settings with Partners, find the partner and click Edit in their row
Adjust the field preset (via the dropdown) and sharing level as needed
From the Partner Detail Page
Click Partners in the navigation bar and select the partner
Go to Settings
Adjust the field preset (via the dropdown) and sharing level as needed
From the Sharing Hub
Click Data > Sharing Settings, then click into the relevant Population
Locate the partner and click the Field Preset dropdown
Click Manage to create a preset or select a preset for that partner
When Connecting with a New Partner
When accepting a new partner's invite, you can review and adjust your sharing settings before connecting. See Accept a Partner Invite for details.
How to Bulk Apply a Preset to Multiple Partners
Click Data > Populations
Click the three dots menu next to the Population and select Partner Specific Sharing
Check the box next to the partners, click Bulk Edit, and apply the same preset (via the dropdown) and sharing level at once
Click Save
How to Bulk Apply a Preset to Multiple Populations
Click Data > Sharing Settings
(Optional) Use the filter bar to narrow by Population type, sharing level, or field preset
Select the Populations using the checkboxes
Click Bulk Edit and apply the same preset (via the dropdown) and sharing level at once
Click Save
✍️ Note
Bulk editing Populations only changes each Population's default sharing level and preset. Partners who already have a custom override keep their existing settings.
How to Edit an Existing Sharing Preset
‼️ Important
Before editing a Sharing Preset, check which partners are currently using it—see How to See Which Partners Are Using a Preset above. Editing a preset changes it for every partner assigned to it.
Open the field preset dropdown anywhere it appears (creating, applying, or reviewing presets), and click the pencil icon next to the preset you want to edit.
Adjust the fields as needed
Click Create to save the updated preset
To learn more about sharing settings, read Understanding Sharing Settings for Partners.
How to Delete a Sharing Preset
You can delete a Field Preset anywhere you can access the Manage button.
Open the field preset dropdown and click Manage (or the pencil icon) next to the preset you want to delete
Scroll down to Delete Preset
Click Delete
✍️ Note
Deleting a preset is permanent. Any Populations currently using the deleted preset will automatically switch to the Crossbeam Default preset.
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