Admin Guides

Manage user access and configure system preferences

Workspace Configuration & Settings

Creating export formats

Ensure every export matches your firm’s formatting standards with ease.

Workspace Settings

Learn how admins can add branding and share firm-specific updates in Harvey.

Analytics & Reporting

Workspace History

View and export detailed workspace history, including integration uploads, to monitor activity and ensure Compliance.

What usage data does Harvey collect?

Learn about usage data, from what it is to why and how we use it.

User and Access Management

Managing users

Admins can add or export users in bulk from the Harvey Settings page, with support for up to 100 users at a time.

Managing User Profiles in the Workspace

Admins can view, filter, and export user profiles in the workspace, including details like title, language, and practice area.

SCIM (System for Cross-domain Identity Management) Integration

Set up SCIM in Harvey to automate user provisioning, deprovisioning, and group-based access management via your organisation’s identity provider.

Access Control & Permission Management

Manage user roles and permissions in Harvey, including custom roles and access controls.

Set up and manage spaces

Learn how to enable and configure Spaces, external sharing, and guest accounts for your organisation.

Managing client matters

Learn how admins can manage client matters in Harvey, including viewing, editing, bulk upload, and setting user permissions.

Troubleshooting SSO connection issues

Identify and resolve common SAML SSO errors.

Integration Enablement

Enable the Box integration for your workspace

Enable the Box integration so users in your workspace can upload files and folders from Box directly into Harvey.

How to Enable the iManage Integration

Learn how Harvey’s iManage integration lets you securely access, upload and export documents across Assistant, Vault and Workflows, keeping everything connected to your firm’s source of truth.

DMS Integrations: Google Drive and SharePoint/OneDrive

Connect and manage DMS integrations to securely upload and access documents across your workflows.

Content & Workflow Management

Manage vault data retention settings

Learn how to manage vault data retention settings in Vault, including triggers and deletion timelines.

Managing Prompts and Examples in Library (For Admins)

Discover how to manage, customise and organise Library to fit your team’s needs.

Custom Review Workflows

Create workflows from Review Tables and share them across your workspace.

Managing playbooks

Learn how Workspace Admins can assign playbook permissions, manage all workspace playbooks, set access levels, and view usage insights.

Vault Knowledge Bases

Organise internal documents for easy, workspace-wide querying through Vault Knowledge Bases.

Managing vaults

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