In this article:
Overview
Now that you know how to send an invitation in Crossbeam, it's important to know the process for responding to an invitation someone else has sent to you.
When you receive an invitation from a potential partner, the invite will appear both in your email inbox and in the Crossbeam platform on the My Partners workspace.
Click Ignore if you wish to dismiss the invite.
To accept the request to partner, click View Invite.
✍️ Note
Ignoring a partner invites will not send a notification to the account that invited you.
How to Accept an Invite
From the Pending Requests section, click View Invite next to the partner's request.
On the invite screen, you can toggle Org Sharing Defaults on or off:
When toggled off, the Save button changes to Sharing Settings, so you can review and update your default data sharing settings before accepting
Click Accept to connect with your partner and begin sharing data.