Partners and Data Sharing

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

16 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 in Crossbeam

Learn the ins and outs of how to share data with your partners.

Written by Bob Moore
Updated over a week ago

Creating a Data Sharing Rule

Share exactly what you want to who you want, and nothing more

Written by Bob Moore
Updated over a week ago

Viewing Data Shares

View and audit your entire data sharing landscape in one place

Written by Lindsey O'Niell
Updated over a week ago

Editing a Data Share

Modify the fields involved in your data sharing rules to give increased visibility to your partners

Written by Bob Moore
Updated over a week ago

Requesting a Data Share from a Partner

Get the data you need with out having to leave Crossbeam

Written by Bob Moore
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

Deleting a Data Share

Remove unused or unwanted data sharing rules

Written by Bob Moore
Updated over a week ago