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Partners and Data Sharing

Partners and Data Sharing

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

Lindsey O'Niell avatar Bob Moore avatar Matt Nicosia avatar +1
16 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.
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated this week

Partners and Partnerships in Crossbeam

​Crossbeam is all about partnerships, but what does it mean to be partners in the platform?
Bob Moore avatar
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.
Bob Moore avatar
Written by Bob Moore
Updated over a week ago

Invite Link

Using your invite link to partner on Crossbeam
Lindsey O'Niell avatar
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.
Bob Moore avatar
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.
Bob Moore avatar
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.
Bob Moore avatar
Written by Bob Moore
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.
Matt Nicosia avatar
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.
Matt Nicosia avatar
Written by Matt Nicosia
Updated over a week ago
Data Sharing

Expand your Ecosystem with Discoverability in Crossbeam

Boost passive network growth with Discoverability by Company and Users
Jasmine Jenkins avatar
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.
Lindsey O'Niell avatar
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.
Lindsey O'Niell avatar
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.
Lindsey O'Niell avatar
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.
Lindsey O'Niell avatar
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
Lindsey O'Niell avatar
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
Lindsey O'Niell avatar
Written by Lindsey O'Niell
Updated over a week ago