:Harvey:Support

Managing Vaults

Workspace vaults give admins full visibility and control over all vaults, including metadata, usage, and sharing settings.

Last updated: Nov 18, 2025

Overview

Workspace vaults provide visibility into all vaults within a workspace, allowing admins to see all metadata, track usage, and manage shared vaults in one place.

Managing Vaults

All admins have the ability to view and modify workspace vaults.

  1. To view or modify a vault, click on Workspace vaults from the Settings tab.
    Locate workspace projects in the Settings menu.
  2. Click into a vault to view or select the ellipsis icon (‘…’) to modify it. Note: you may need to scroll right to view the ellipses.
    Click on the ellipsis to modify a workspace project.
  3. Admins can open, rename or delete the vault from there.

Transferring Vault Ownership

Vault ownership can now be transferred when responsibilities change — for example, if a member rolls off a vault or leaves the organization.

Who Can Transfer Ownership

  • Vault owners: Can transfer ownership of vaults they own.
  • Workspace Admins: Can transfer ownership of any vault in the workspace (useful if the previous owner is no longer active).

Note: After the transfer, the previous owner retains Full access (ability to modify and share).

How to Transfer Ownership

  1. Open the vault and click Share.
  2. Find the member you want to assign ownership to.
  3. Click their access level to open the dropdown and select transfer ownership.
  4. Confirm the transfer when prompted.

Note: The recipient must be an active member of the workspace and have at least View permissions for the vault.

Video overview of transferring ownership of a vault.

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