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 this week

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

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 this week

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