In this article:
Sharing the right data with your partners is critical to effective collaboration within Crossbeam.
Data Sharing Request from Partners
To locate Data Sharing Requests, click Partners from the navigation menu, and select Pending Requests from the dropdown. Filter the list to Share requests.
Email Notifications
In addition to the in-app notification, you will receive an email notifying you of data requests:
From the email, click Go to Sharing Settings, this will open the Partner Detail Page in Crossbeam
On the Partner Detail Page, Sharing Settings will be displayed
Locate the Population from the request
Click the edit pencil under Sharing Defaults to adjust the Sharing Data settings
The Partner will be notified in-app and via email after you save the new data sharing rule.
Manage Data Sharing Request Notifications
Data Sharing Notifications can be managed by clicking on Settings from the menu, and select Profile & Preferences from the dropdown options.
Under Data Notifications, you will see multiple categories with the option to customize individual notification options. Select or deselect the email or in-app notifications for each option.
Scroll down the page and click Save changes when done.
🎓 Sign into Crossbeam Academy to further explore Data Sharing!
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