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How Discoverability Works in Crossbeam
How Discoverability Works in Crossbeam
Manage your visibility in Crossbeam.
Jasmine Jenkins avatar
Written by Jasmine Jenkins
Updated over a week ago

Dial up or down how you want to engage with your network by managing visibility within Crossbeam.


In this article:


Discoverability by Company and Users

Once your organization is set to discoverable, you are now allowing companies to see and connect with you.

To turn Discoverability on or off:

  1. Click on the User Avatar

  2. From the menu select Settings

  3. In the Settings table you can toggle the two following discoverability buttons on or off:

    • Discoverable: toggle on to allow other companies to find you in the search option and within Suggested Partners. Partnership requests can also be sent to you.

    • Make Users Discoverable: toggle on to allow users with Manage Partnership Permissions to receive partnership requests directly. Companies will see a list of users associated with your organization and send invites directly to the associated contact.

  4. Click on Save Changes

GIF of how to turn on discoverable feature in Crossbeam

Universal Search

Universal Search is located at the top of the Crossbeam dashboard. Here you can search for existing and suggested partners, populations, and records.

You will also see an option in the search results to click on Invite Partner to easily start connecting with partners.

screenshot of universal search results highlighting invite partner option

Sending Invitations

By turning on the Discoverable feature you will be able to to receive inbound partner invitations from your existing network and potential new partners.

Invites can be be send from the Partners page or from the Universal Search results.

split screenshot of the two options for sending invites to partners

😎 Pro Tip

Easily manage your invitations within the Partnership Requests section on the Partners page. If you don't see anything here, no sweat - that just means your inbox is empty.

Screenshot of partnership requests section for managing invites

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