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.
The Sharing Hub is the central place to view and manage all of your sharing configurations—by Population, by partner, and across your entire ecosystem—in one consistent experience.
What Are Sharing Settings?
There are four sharing level options in Crossbeam:
Sharing Levels Overview
Sharing Level | What Partners Can See | Best For |
All Accounts | All accounts are shared— both overlapping and non-overlapping (Greenfield) | Pipeline generation & discovery |
Overlapping Accounts | Only accounts that exist in both you and your partner’s data Required for account mapping | Account mapping & collaboration |
Counts Only | No account details are shared Only the number of overlapping accounts | High-level visibility |
Hidden | Nothing is shared The Population is completely private | Sensitive or internal-only data |
Key Notes
All Accounts enables Greenfield sharing, allowing partners to see non-overlapping accounts (not available on the free plan).
On Enterprise plans, only admins can configure this setting (others have view-only access)
To share a Population externally via Dynamic Shared Lists, the sharing level must be All Accounts or Overlapping Accounts.
The Sharing Hub
✍️ Note
This replaces Default Sharing Settings. Any previous configurations are preserved.
To access the Sharing Hub, Navigate to Data → Sharing Settings
This is your centralized workspace for managing sharing across all Populations.
The main table displays:
All Populations
Sharing level
Field preset applied
Using Default count
Shows how many partners use the default sharing settings for this Population
Filtering Your View
Use the filter bar to quickly find what you need:
Population Type: Customer, Prospect, Open Pipeline, etc.
Sharing Level: All Accounts, Overlapping, Counts Only, Hidden
Field Presets: Filter by applied presets
Sharing Settings by Populations
Click any Population to open its detail view.
Inside, you’ll see:
Partners with Custom Settings (overrides) at the top
Partners using Default Settings below
Sharing level, field preset, and partner tags per partner
Available Actions
↺ Reset to default: removes partner-specific overrides
↗ Open partner settings: jump to detailed sharing settings
✍️ Note
Bulk updates to default settings do not overwrite partner-specific overrides.
Applying Bulk Changes
Bulk Edit by Population
Navigate to Data → Sharing Settings
(Optional) Use filters to narrow your view:
Population type
Sharing level
Field presets
Select the populations you want to update using the checkboxes
Click Bulk Edit
Choose:
Populations
Sharing level
Field preset
Click Save
Recommended:
Use All Accounts for pipeline generation
Use Overlapping Accounts for account mapping
✍️ Note
Bulk edits update default settings only. Any partner-specific overrides will remain unchanged.
Bulk Edit by Partner
Navigate to Data → Sharing Settings
Click into a Population to view its associated partners
(Optional) Use filters to narrow the partner list:
Partner tag
Sharing level
Field preset
Select the partners you want to update using the checkboxes
Click Bulk Edit
Choose:
Sharing level
Field preset
Click Save
✍️ Note
If you filter by partner tag and make bulk changes, those changes do not apply automatically to new partners added under that tag later. If you add a new partner and tag them, return to the Sharing Hub to apply the appropriate configuration manually.
Sharing Field Presets
Sharing Field Presets let you control which specific fields are shared with your partners. Presets are reusable and especially useful when different partner types require different levels of data access.
Field preset options are only available when the sharing level is set to Overlapping Accounts or All Accounts.
To create, apply, or manage a preset:
Set the sharing level for the Population to Overlapping Accounts or All Accounts to enable field preset options
Click into the Crossbeam Default preset to open
From here you can:
Apply an existing preset to the Population or partner
Create a new preset by selecting the fields you want to share
Edit or manage a current preset
Click Save
To manage a preset at the partner level:
From the main Sharing Settings workspace, click a Population name to open
Locate the partner you would like to update and click into their row
Click into the Crossbeam Default preset to open the preset manager
Apply, create, or edit a preset as needed
Click Save
✍️Note
See more detailed information on Sharing Presets in Using Data Sharing Presets in Crossbeam.
Where to See What Your Partner is Sharing with You
From the Partner Detail Page:
Click Partners in the left-hand navigation and select a partner to open the Partner Detail Page > Settings
Click Shared with You to see all Populations the partner is sharing
Hover over Field Presets to see which fields are being shared, if available
Click Request Data to ask your partner to share more
Where to See What You Are Sharing with Your Partner
From the Sharing Hub:
Navigate to Data > Sharing Settings
Click a Population name to open the population detail page
Locate the partner you want to review and click the ↗ icon at the end of their row to open their partner sharing settings
From here you can apply filters and review what that partner is sharing with you across their Populations
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