In this article:
Sub-Accounts are only available on the Connector and Supernode plans. Visit the billing page to upgrade your plan.
Watch this brief video or keep reading to learn how to create a Sub-Account:
Setting up a Sub-Account
You must be logged into your main Crossbeam account before you can create a Sub-Account. You must also be logged into your main Crossbeam account before you can accept an invite to to be a user in the Sub-Account.
Think of the Sub-Account as a new company and partnering with your main Crossbeam account. The Sub-Account will need a new name.
Use the following naming convention to create your Sub-Account:
Company Name: <YOUR COMPANY> - Partners
Company URL: www.<YOUR_URL>-partners.com (any URL, even one that isn't real, will work - just don't use any of your partners' real URLs though!)
Toggle off the Discoverable option. The Sub-Account is meant to work in tandem with your main Crossbeam account, you won't be adding partners through the Sub-Account.
After completing the above steps, click Set Up Company. The Crossbeam team will be notified of your request to create the Sub-Account and will need to manually verify the Sub-Account. Please allow 24-48 business hours to process the request.
Partner with Your Main Crossbeam Account
Once the Sub-Account is verified you will be able to log in to your Sub-Account and partner with your main Crossbeam account.
Locate the logo in the lower left corner, click on it and you will see the option to switch between the main Crossbeam account and the Sub-Account
the logo displayed within the navigation bar is the current account you are logged into
Complete the invite and click Invite to sent the request to your main Crossbeam account.
Next, switch back to your main Crossbeam account by clicking on the logo icon and selecting the main Crossbeam account.
Back in the main Crossbeam account click on the Partners page, locate the pending partner invite, and accept the invite from your Sub-Account.
After accepting the Sub-Account invite, return to the Sub-Account to connect data and start the account mapping process.
Switch back to the Sub-Account by toggling the icon and selecting the Sub-Account
The partnership with the main Crossbeam account will be listed on the Partners page
In the Crossbeam Set Up Guide click Add Data
Once In the Data Sources page click CSV Upload and/or Google Sheets to add data files from your partners
Each file will be used to create its own Population, so you can upload a separate file (or multiple files) for each individual partner. Be sure to name the file so it's easily identifiable.
Using the partner name and type of data is recommended, for example- "Partner 1 Customers" or "Partner 2 Target Accounts"
2. Once the CSV file with your partner's data has finished uploading, you will use that file to create a population specifically for that data. Navigate to the Populations page and click Create Population
3. Fill out the information required and select the appropriate CSV as your Data Source then click Continue
4. No need to further filter this population as it already only contains the data for this Population click Save Population
5. You'll be taken directly to set up the Sharing Settings. Select Sharing data check the box next to your CSV file. This will share all the sub-account data in this population with your main Crossbeam account.
Compare your partner data with your own data.
Switch back to your main Crossbeam account and head to the Reports page. Now you can compare your data with all of the partner information you just loaded in your Sub-Account.
Moving forward, you will upload new files and share them from the Sub-Account, rather than creating new Sub-Accounts.