Sharing the right data with your partners is critical to effective collaboration within Crossbeam.
In this article:
Data Sharing Request from Partners
To locate Data Sharing Requests, click the Home icon. Locate requests under the Activity section. Click the Edit Sharing button or the Ignore button.
The Edit Sharing button will open the sharing setting modal. From here, adjust sharing settings:
Hidden: Partner cannot see this Population
Counts: Partner can see a summary of overlaps for this Population. No specifics about the overlaps, including name or any other data, is shared.
Sharing Data: Partner can see the data shared with them for all overlaps with this Population
with this sharing option, select or deselect the boxes next to the fields you would like to share in the event of an overlap within this Population
Click Save when done.
These settings allow you to share as much, or as little, data with your partners as you'd like.
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 side panel. Scroll down to the Notifications section. 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 when done.
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