In this article:
Overview
Crossbeam sharing settings allow you to control how much (or how little) data you share with each of your partners. Since no two partnerships are the same, these tools help you customize access by partner, population, or preset—all in one place.
What Are Sharing Settings
In Crossbeam, there are three Sharing Setting options:
Overlap counts: You won’t share any account-level details. Partners will only see how many accounts you have in common.
Share overlaps: Only accounts that overlap with your partners will be shared.
Share all: All accounts will be shared — including both overlapping accounts and non-overlapping ones.
Learn more about non-overlapping accounts (Greenfield) in this article here.
Sharing Settings for a Specific Partner
Click Partners in the left-hand navigation bar
Select a partner name to open the Partner Detail Page
On the left side of the screen, locate the Setting button and click on it
Update your sharing preferences and click Save.
Sharing Settings for Populations
Select Data from the navigation bar and Populations from the dropdown options.
Click the pencil icon next to Sharing Settings for the Population.
Adjust the Sharing Settings options in the modal.
Where to See What Your Partner is Sharing with You
Select on a Partner to open the Partner Detail Page
Click on Shared with You to display all the Population being shared
Hover over Sharing Setting to see which fields are being shared (if available)
Click the Request Data button to ask your Partner to share more
Default Sharing: What You Are Sharing with Partners
Default sharing rules control what data a partner sees when you first share data. In this view you will be able to review your Populations, Sharing Settings, Sharing Presets, and to check which partners can see each Population.
From the navigation menu, select Data, and click on Default Sharing.
Review your Populations and Sharing Settings
Next to each Population, you will see the default Sharing. Click the dropdown to make global changes to how you share the Population.
Check which Partners can see each Population
Click the Partner icons in any Population to open a modal and see:
Under the Default Data Sharing, a list of partners currently seeing the Population’s default sharing rule
Click on Other, to view partners who have a custom sharing rule or who you’ve chosen to hide the Population from
This makes it easy to review how each Population is shared across your partners.
Click the Save button to apply the changes.
Create or Edit Sharing Presets
Sharing Presets let you control which specific fields are shared with your partners. They’re reusable and especially helpful when different partner types should see different data.
✍️ Note
To create or apply a preset, the sharing level for the population must be set to either Share Overlaps or Share All. Once one of these is selected, the option to manage presets will appear.
To use or create a preset:
Click Recommended Fields Preset or the existing listed preset
To preview the recommended preset, click the eye icon
From here, you can:
Edit and save the preset
Return to the list to select an existing preset
Or click Create New Preset to define your own field selection
Click the Save button after making your edits.
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