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Partners and Data Sharing
Partners and Data Sharing
Learn how to connect with your partners and share data on Crossbeam.
15 articles in this collection
Written by
Lindsey O'Niell,
Bob Moore,
and
Matt Nicosia
Partnerships
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.
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
Use Crossbeam to Find and Onboard Your Partners
Upload a list of your partners to Crossbeam and we can show you which are already using the platform, and help onboard those that aren't.
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
Data Sharing
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 for a 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