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Add a Partner to Crossbeam

Learn how to add partners to your Crossbeam ecosystem.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

How to Add a Partner

From the left-side Navigation Menu, click on the Partners icon. This will open the side panel for Partners, select Partners from the panel options, and your workspace will display the My Partners area.

Invite Partner Link

Once on the My Partners area, locate the +Invite Partner button and click on it.

This will open a pop-up modal. Copy the unique invite link and send it via your preferred communication.

Search for a Company

Once on the My Partners area, locate the +Invite Partner button and click on it.

In the pop-up modal, use the search box and start typing to find companies.

gif in Crossbeam of where to locate the invite partner button

After clicking Invite, they will receive a notification via email and inside the platform that will allow them to view and accept your invitation.Β 

If your partner is not already on Crossbeam, when they click the link, they'll be taken to the registration page to join Crossbeam.

screenshot in Crossbeam of where to find partnership requests

Invite on Mobile Device

Login to Crossbeam from a mobile device browser.

Display the partner invitation QR code and have the invited partner scan it from their phone. Upon scanning the code, an invitation is automatically sent to the partner via email and in their Crossbeam account.

screenshot of mobile device view of QR code and link

Click the Copy Link button below your partner invitation QR code. Send your invite link to a partner via your preferred communication platform. You will also be able to accept Partner Invites on your mobile device.

Find Partners not on Crossbeam

If you don't see the partner you're looking for in the dropdown, simply start typing your partner's name.

Once you select the partner, you'll need to provide three pieces of information:

  • The name of the company you are inviting

  • The name of a contact person at that company

  • The email address of that contact

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