Crossbeam

Lindsey O'Niell

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

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

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

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

Use Partnerbase to see who is already using the platform, and help onboard those that should be.

Using your invite link to partner on Crossbeam

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

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

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

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

Create a Sub-Account to manage partners who are not on Crossbeam but have sent you a list of accounts.

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

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

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

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

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