:Harvey:Support

Overview of Admin Settings

Learn how to access Admin Settings in Harvey to update workspace details, sharing, and more.

Last updated: Nov 8, 2025

Overview

The Settings page allows you to manage and customize your workspace, from user access and roles to integrations, playbooks, and analytics.

Image of accessing settings from the left-side menu in harvey

From Settings, you can select the category of settings you’d like to update.

Profile

Manage your personal user profile and preferences. All users have access to their own profile settings.

Learn more: How to Set Up Your User Profile.

Workspace

Personalize your workspace, including display name, custom guidance, and logo.

Learn more: Workspace Settings

Models

Choose which AI models are available to users in your workspace.

  1. Go to Settings > Models.
  2. Toggle each model on or off to enable or disable it.
    Image of model settings for admins
  3. Grant model access by role or user:
    1. When enabling a model: You’ll be prompted to select which roles or users can access it.
    2. Through Roles or Users settings: If the model is already enabled, navigate to Settings ▸ Roles or Settings ▸ Users to update access permissions.

Learn more: What AI Models Does Harvey Use?

Knowledge

Add and manage knowledge sources to expand your organization’s research and context coverage. This may include external databases or approved web content sources.

Learn more about the sources we offer: Knowledge Sources​

Integrations

Connect Harvey to your existing systems for seamless data access.

Use this page to enable integrations such as iManage, SharePoint, or Google Drive. Once enabled, authorized users can authenticate directly into these systems through Harvey.

Note: Some integrations may require Admin authorization or enterprise credentials.

Learn more: Integrations​

Sharing

Define how resources (projects, queries, or playbooks) are shared across your workspace. Admins can set whether sharing is limited to individuals, or roles within the workspace domain.

Learn more: Manage Internal and External Sharing​

External Connections

Control and manage the sharing of workflows and playbooks with external Harvey users.

Learn more: Manage Internal and External Sharing

Playbooks

Manage your organization’s playbooks, including creation, version control, and access permissions.

Learn more: Harvey for Word: Managing Playbooks​

Export Formats

Upload and manage templates for standardizing export formats across your workspace. This ensures consistent layout and branding for exported files from Harvey.

Learn more: Creating Export Formats​

Analytics

Access usage data and activity trends for your workspace, including user engagement metrics and query volume

Learn more: View Analytics and Reporting​

Roles

Manage and review the definition of roles, such as the permissions assigned to all admins or all users.

Learn more: Access Control & Permission Management​

Users

View and manage all members in your workspace. Admins can:

  • Add or remove users.
  • Assign roles and permissions.

Learn more: Access Control & Permission Management​

Workspace History

Track workspace-level activity, such as document uploads, knowledge source activity, and queries. Admins can use this section to review or delete workspace events for compliance.

Learn more: Workspace History​

Workspace projects

View and manage all Vault projects within the workspace. Admins can review project ownership, sharing, and access settings.

Learn more: Managing Vault Workspace Projects​