Go to Crossbeam
All Collections
Partners and Data Sharing
Partners and Data Sharing
Learn how to connect with your partners and share data on Crossbeam.
+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.
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?
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.
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
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
Expand your Ecosystem with Discoverability in Crossbeam
Boost passive network growth with Discoverability by Company and Users
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.
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 with a specific 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