Partners and Data Sharing

Learn how to connect with your partners and share data on Crossbeam.

17 articles in this collection
Written by Lindsey O'Niell, Bob Moore, Matt Nicosia and 1 other

Partnerships

Partner Tags

Categorize and filter partners in Crossbeam for instant insights about your partner ecosystem.

Written by Lindsey O'Niell
Updated over a week ago

Partners and Partnerships in Crossbeam

Crossbeam is all about partnerships, but what does it mean to be partners in the platform?

Written by Bob Moore
Updated over a week ago

Inviting a Partner

Learn how to extend an invitation to potential partners via the Crossbeam platform from your laptop or mobile device.

Written by Bob Moore
Updated over a week ago

Invite Link

Using your invite link to partner on Crossbeam

Written by Lindsey O'Niell
Updated over a week ago

Accepting a Partner Invite

You've been invited, now it's just a few clicks until you're live with a new partner on Crossbeam.

Written by Bob Moore
Updated over a week ago

The Partner Detail Page

This page summarizes how your data overlaps the data of a specific partner. It also provides options for diving deeper.

Written by Bob Moore
Updated over a week ago

Deleting a Partnership

How to remove a partnership in Crossbeam, plus some techniques for reducing the scope of a partnership as a less severe measure.

Written by Bob Moore
Updated over a week ago

Find Your Partners Already On Crossbeam

Upload a list of your partners to Crossbeam and we can show you who is already using the platform, and help onboard those that should be!

Written by Matt Nicosia
Updated over a week ago

The Crossbeam Button Program

Add a button to your partner page to help get more of your partners on Crossbeam.

Written by Matt Nicosia
Updated over a week ago

Creating a Sub-Account

If you want to upload your partner's data for them before they're on Crossbeam, you'll want to make a "sub-account" - here's how.

Written by Matt Nicosia
Updated over a week ago

Expand your Ecosystem with Discoverability in Crossbeam

Boost passive network growth with Discoverability by Company and Users

Written by Jasmine Jenkins
Updated over a week ago

Data Sharing

Control how much data you share with your partner and when with multiple levels of sharing settings.

Written by Lindsey O'Niell
Updated over a week ago

Sharing Defaults for Populations

Learn about setting sharing defaults for your populations- your first control in sharing the right amount of data with your partners.

Written by Lindsey O'Niell
Updated over a week ago

Sharing Settings for Partners

Customize your sharing settings with a specific partner to share more, or less, data than your population sharing default allows.

Written by Lindsey O'Niell
Updated over a week ago

Per-Population Overrides

Select what data to share when one of your populations overlaps with a specific one of your partner's populations.

Written by Lindsey O'Niell
Updated over a week ago

Fulfilling a Data Share Request

Share the data you and your partner need to collaborate by fulfilling a data share request from your partner

Written by Lindsey O'Niell
Updated over a week ago

Requesting Shared Data from your Partner

Get the data you need with out having to leave Crossbeam

Written by Lindsey O'Niell
Updated over a week ago