In this article:
Setting the Sharing Defaults
From the left-side Navigation Menu, click on the Data icon. This will open the side panel for Data & Sharing, select Populations from the panel options, and your workspace will display the Populations area. Locate the Sharing Setting area within a Population row and click on the pencil icon to easily adjust your sharing settings anytime.
You will also be prompted to set default sharing settings for each new Population you create.
Sharing Setting Options
There are three Sharing Setting options to choose from in the pop-up modal. These settings allow you to share as much, or as little, data with your partners as you'd like and can be adjusted as needed at any time.
1. Hidden
Hidden is the setting where your partners will not be able to see the Population.
2. Counts
Your partners will see a summary count of overlaps for this Population. No specific data, including names, is shared with your partner.
When your sharing setting is set to Counts, only the numerical value will be displayed. Your partner will not be able to view any additional information without requesting data from you first.
3. Sharing Data
When you select this option, your partner can see the data shared with them for all overlaps and the option to share non-overlapping accounts is available.
Click the Opt-in box under Share Greenfield Accounts to share non-overlapping accounts with partners
Next, there are two options for fields:
Click the Plus(+) in the Recommend fields section to select the Crossbeam Recommended fields
or
Click the arrow in the Customize Fields section to customize fields, and you can also include the Crossbeam Recommended fields as part of the customization
Hover over the number of fields to see a full list of what has been selected.
Click Save when done.
🎓 Sign in to Crossbeam Academy to further explore Populations!