Sharing Settings for Partners

Customize your sharing settings with a specific partner to share more, or less data with your partners.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

Partnerships vary in their nature, and it's likely that you do not want to share identical data with all your Crossbeam partners. Once you've configured your Sharing Defaults for your Populations, you can proceed to customize your sharing settings at the partner-specific level.


Where to Find Sharing Settings

In Crossbeam, there are three Sharing Setting options:

  • 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

To locate Sharing Settings:

  • Click the Partner icon on the menu

  • Choose a partner from the table, click on the partner name to open up the Partner Detail Page

  • At the top of the Partner Detail Page, you can click either Shared with You or Sharing Settings


What Your Partner is Sharing with You

Once on the Partner Detail Page, click on Shared with You to display all the Population names and the current Sharing Default set by your partner.

  • If the Partner is sharing Overlap Counts for their Population, you can only see the number of accounts you have in common

    • Click the Request Data button to ask your Partner to share the data of the shared fields in the overlapping Populations

  • If the Partner is Sharing Data, you will see the amount of fields being shared

    • Hover over the amount of fields being shared to see an overview of the fields


What You are Sharing with Your Partner

Click on Sharing Settings to display all the Populations you are sharing with your partner and the current Sharing Settings.

  • If the Population Sharing Setting is Overlap Counts, you can only see the number of accounts you have in common

  • If the Population Sharing Setting is Sharing Data, you will see the amount of fields being shared

    • Hover over the amount of fields being shared to see an overview of the fields


Manage Sharing Settings

To edit your Sharing Settings with a partner, click the pencil icon under Sharing Settings for the Population.

In the pop-up, you will be able to adjust Population Sharing Settings or Customize Sharing Settings.

To Customize Sharing Settings with a specific partner, click on Customize the Sharing Settings.

Next, select a Sharing Setting:

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 Greenfield 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

  • There is also an option to enable per Population Overrides, click here to read more on this option

Hover over the number of fields to see a full list of what has been selected.

highlight of selected fields when hover over number of fields

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.

Hidden

Hidden is the sharing default where your partner will not be able to see the Population.

Click Save when done.


To Adjust Population settings from within this modal:

  • Click on Use Population Sharing Defaults

  • Select the Change Default Settings button

    • this will open a new modal, where you can make adjustments to the sharing setting for that Population

For detailed steps on Population Sharing Settings, read this article here.

Click the Save button when done.


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