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Jun 3, 2025
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Update prerequisites-to-share-dashboards-charts.mdx #20739

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Update prerequisites-to-share-dashboards-charts.mdx
johnathannewrelic May 21, 2025
5e76e50
Enhanced the sentence for clarity.
cbehera-newrelic Jun 3, 2025
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6 changes: 2 additions & 4 deletions ...data/explore-query-data/dashboards/prerequisites-to-share-dashboards-charts.mdx
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Expand Up @@ -17,9 +17,7 @@ freshnessValidatedDate: never
---
When you share dashboards or charts publicly via live URLs, it exposes sensitive data to external viewers, so it's critical to manage access and permissions carefully. Ensure you have the following setups as per your requirement to securely share dashboards and charts.

Each of the following personas has specific responsibilities in this process:
* **Authentication domain manager**: Controls the feature's enablement in account level.
* **Administrator**: Configures custom roles and permissions for users to manage live URLs.
The user enabling public sharing and managing user access to it can be any [user type](/docs/accounts/accounts-billing/new-relic-one-user-management/user-type/), but must be in at least one group that has Authentication Domain Manage [administation setting](/docs/accounts/accounts-billing/new-relic-one-user-management/user-management-concepts/#admin-settings) enabled.
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Any user type can enable public sharing and manage user access for the dashboards. However, the user type must be in at least one group that has Authentication Domain Manage administation setting enabled.

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@johnathannewrelic johnathannewrelic May 26, 2025 •
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I appreciate your edit, but I would adjust it to the following to be more technically accurate: A user with any user type can enable and manage user access to public sharing . However, the user must be in at least one group that has Authentication Domain Manage administration setting enabled to do so.


## Policy enablement [#policy-enablement]
For sharing dashboards publicly, the Authentication domain manager needs to check and enable the <DNT>**Live URL Creation**</DNT> policy at the account level. This is not applicable to chart sharing. The Authentication domain manager can check the status of this policy in accounts, and enable or disable it only via NerdGraph API.
Expand Down Expand Up @@ -128,7 +126,7 @@ For sharing dashboards publicly, the Authentication domain manager needs to chec

## Access management [#access-management]

As an Administrator, perform the following steps to grant access to a user for [managing live dashboard and chart URLs](/docs/query-your-data/explore-query-data/dashboards/share-charts-dashboards-externally/#dashboard). Check with the user about their specific needs and accordingly do the configuration. To learn more about user management, refer to [User management tutorial](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/).
As an Authentication Domain Manager, perform the following steps to grant access to a user for [managing live dashboard and chart URLs](/docs/query-your-data/explore-query-data/dashboards/share-charts-dashboards-externally/#dashboard). Check with the user about their specific needs and accordingly do the configuration. To learn more about user management, refer to [User management tutorial](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/).

<Steps>

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