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.
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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