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Managing Your Account

Managing Your Account

From passwords to avatars to managing team members, these are the nuts and bolts of account management.

12 articles
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Written by Lindsey O'Niell, Jasmine Jenkins and Melissa Sarver

SAML SSO

Integrate with an identity provider like Okta and log in using SAML SSO
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Written by Lindsey O'Niell. Updated over a week ago

Billing

View and manage your overlap units and billing tier.
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Written by Lindsey O'Niell. Updated over a week ago

Logging In to Crossbeam

Log in and partner up.
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Written by Lindsey O'Niell. Updated over a week ago

Logging Out of Crossbeam

Crossbeam's always working for you, but if you need to log out, here's how.
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Written by Lindsey O'Niell. Updated over a week ago

Resetting Your Password

Forgetting passwords happens to the best of us. We've got your back.
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Written by Lindsey O'Niell. Updated over a week ago

Profile & Preferences

Reset your password, customize your avatar, and set notification preferences.
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Written by Lindsey O'Niell. Updated over a week ago

Updating Your Avatar

Personalize your account -- add an avatar!
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Written by Lindsey O'Niell. Updated over a week ago

Daily Rollup Emails

Get updates on partner overlap activity delivered to your inbox.
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Written by Lindsey O'Niell. Updated over a week ago

Notification Center

Actionable notifications delivered directly to you in Crossbeam
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Written by Lindsey O'Niell. Updated over a week ago

User Roles and Permissions

3 articles
Lindsey O'Niell avatarJasmine Jenkins avatarM
Written by Lindsey O'Niell, Jasmine Jenkins and Melissa Sarver
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