:Harvey:Support

Configure Your Workspace: Harvey Admin Quick Start Part 1

Learn to set up Harvey for your organization.

Last updated: Jan 14, 2026

Guide for: New Harvey administrators

Overview

Use this checklist-style guide to brand your workspace, set governance controls, and get your team logged in and productive quickly.

At-A-Glance: Setup Flow

  1. Branding and onboarding guidance
  2. Models and usage controls
  3. Roles and sharing policy
  4. Knowledge sources and web search
  5. Users and login (SSO or passwordless)
  6. Document systems (DMS) and iManage
  7. Vault readiness (document-heavy work)

Required Steps

Step 1 - Apply Branding & Guidance (Required)

Set your organization’s identity and publish onboarding/compliance guidance.

Checklist

☐ Open Settings > Workspace

☐ Add organization name and logo

☐ Publish organization-specific Guidance (appears in sidebar menu) and recurring Notices for onboarding and compliance

Learn more: Workspace Settings (Help Center)

Step 2 - Choose AI Models and Controls (Required)

Control which AI models are available in your workspace and who can use them.

Checklist

☐ Go to Settings > Models

☐ Enable the models approved for your organization

☐ Optional: Decide whether to enable Model Selector for power users (Harvey auto-selects the best model by default)

☐ Confirm model availability aligns with your region and use cases

Learn more: What AI Models Does Harvey Use? (Help Center)

Step 3 - Configure Sharing and Roles (Required)

Set roles and sharing rules.

Note:

  • Permissions control what someone can do
  • Roles bundle permissions by job function
  • Users inherit role access plus any additional permissions granted directly

Checklist

☐ Go to Settings > Sharing

☐ Decide whether users can share Assistant threads, vaults, and Playbooks internally

☐ If needed, enable external sharing. Resources shared externally will require admin approval before permitted.

☐ Go to Settings > Roles

☐ Assign capabilities (for example: Vault access, Model Selector, Workflow Builder)

Important: Disabling sharing later can reset existing items to private. Start with minimum necessary access and set your sharing policy early.

Learn more: Manage Internal and External Sharing & Access Control & Permission Management (Help Center)

Step 4 - Enable Knowledge Sources (Required)

Turn on the legal and regulatory data sources your teams rely on so research and precedent work is effective from day one.

Checklist

☐ Go to Settings > Knowledge

☐ Enable desired knowledge sources (for example: EDGAR, web search).

Tip: Reach out to the Harvey team to enable additional sources as needed.

Learn more: Knowledge Sources (Help Center)

Step 5 - Invite Users and Confirm Login (Required)

Invite users, then verify authentication.

Checklist

☐ Ask your IT team and Harvey Account Manager for assistance with SSO configuration

☐ Invite users from Settings > Users

☐ Confirm users can log in via SSO or passwordless code at the correct regional URL:

☐ If SSO fails, verify region URL, avoid IdP-initiated flows, and confirm allowlisting and group assignments

☐ From user settings, customize roles and capabilities per user as needed

Tip: If you cannot edit a permission, check your access in the Users and Roles settings pages and the relevant Help Center article, then contact Support with the permission name, workspace, and user email.

Learn more: Managing Users & Troubleshooting SSO Connection Issues (Help Center)

Complete these to support document-heavy work and consistent rollout.

Enable document ingestion so users can work with organizational files immediately.

Tip: It is recommended to set these up in collaboration with your IT team.

Checklist

☐ Enable Google Drive and/or SharePoint/OneDrive (consider tenant-wide admin consent)

☐ If desired, configure daily SharePoint to Knowledge Base sync

☐ For iManage: complete cloud or on-prem setup for secure OAuth

☐ Optionally deploy the 'Harvey in iManage' extension so users can send files to Harvey from iManage

Done when: Users can send documents from your systems into Assistant, Vault, or Workflows.

Learn more: Integrations (Help Center)

Vault supports large-scale, team-based document review and analysis with reliable extraction of key terms across document types. You can also create knowledge base repositories to distribute internal documents that can be analyze in Assistant.

Vault ideas to get started:

  • NDA Precedents
  • Leases – Diligence Set

Checklist

☐ Click Create in Harvey's sidebar menu to create a vault and bulk upload files

☐ If required, configure Vault-specific retention, separate from workspace retention

☐ Share vaults with individuals or the whole workspace (view/edit/full access)

Done when: At least one vault is available and shared to the right audience.

Learn more: Vault: Analyze Large Document Sets at Scale & Vault Knowledge Bases (Help Center)

Harvey’s Microsoft integrations let teams draft, summarize, run approved playbooks, and save matter work to Vault directly in Word and Outlook.

Tip: It is recommended to set these up in collaboration with your IT team.

Checklist

☐ Deploy Harvey for Word and Harvey for Outlook; review security/privacy FAQs

Learn more: Harvey for Word: How to Use & Harvey for Outlook: How to Set Up and Use (Help Center)

Optional Steps - Groups, Matters, and Analytics

These improve scale and consistency but are not required for initial launch.

Groups

Groups make it easier to share vaults, workflows, and playbooks to teams without managing individuals one-by-one.

Checklist

☐ Start with a few core groups (e.g., by practice area) and expand after you see adoption patterns.

Learn more: Create and Manage Public and Private Groups

Client Matters

If your org uses Client Matters (CM#), enabling CM# selection supports tracking across tools and helps firms align usage with matter-based policies.

Checklist

☐ Go to Settings > Client Matters to add CM numbers

☐ Establish admin settings at the bottom of the CM page

Optional: Ask the Harvey team about enabling the following additional features as needed:

  • Disallow selection of particular matters to reduce compliance risk
  • Define format of CM numbers
  • Warning when users share threads / vaults

Learn more: Client Matters for Admins

Analytics

Once users begin work in Harvey, use Analytics and Workspace History exports to understand adoption and support needs, then iterate with the Harvey team.

Analytics Checklist

☐ Review Queries and Unique users by daily/monthly totals, query type, and date range.

☐ Export Analytics to a spreadsheet for deeper analysis.

Learn more: View Analytics and Reporting (Help Center)

Workspace History Checklist

☐ View query history across the workspace (includes an AI-generated query title plus query content).

☐ Export workspace history for deeper analysis.

☐ You can delete workspace history and enable users to delete their own history, if desired.

☐ If you do not want history available, you can submit a support request to deactivate it.

Learn more: Workspace History (Help Center)

What’s Next

As you configure your workspace, you can customize resources to your organization’s standards and needs.

Learn how in Customize Resources for Your Workspace: Harvey Admin Quick Start Part 2

Tip: Share Quick Start Guides with new users to help them get started with Harvey.

Need Help?

  • Ask Harvey Guide questions on how to use or troubleshoot a feature directly within the product. You can also ask for tips on how to accomplish a task with Harvey. Learn more: Harvey Guide (Help Center)
  • If you encounter blockers, submit a support ticket and include screenshots, affected users, and expected vs actual behavior.

Sign In and Start Prompting: Harvey User Quick Start Part 1

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Reuse and Standardize Your Work: Harvey User Quick Start Part 2

Learn to save time by reusing good work and standardizing repeatable tasks.

Work with Large Document Sets: Harvey User Quick Start Part 3

Learn how to analyze a set of documents together in Vault and choose the best way to review them.

Use Harvey in Microsoft: Harvey User Quick Start Part 4

Learn to leverage Harvey in Microsoft Word and Outlook.

Customize Resources for Your Workspace: Harvey Admin Quick Start Part 2

Learn to customize your workspace resources with playbooks, workflows, and knowledge bases.