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.
In this article:
Where to Find Sharing Settings
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
In Crossbeam, there are three Sharing Data options:
Hidden: Partner cannot see this Population
Overlap 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
Shared with You
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
Sharing Settings
Click on Sharing Settings to display all the Populations you are sharing with your partner and the current Sharing Defaults.
If the Population Sharing Default is Overlap Counts, you can only see the number of accounts you have in common
If the Population Sharing Default 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 edit pencil under Sharing Defaults for the Population.
In the pop-up, click on Customize. This will allow you to edit the sharing setting.
Click the Save button when done.
📄 Related Articles