Release Notes
User Groups
Organize workspace members with public and private groups, making it easier to manage sharing, personalize collaboration, and control access across matters and departments.
Release Date
Nov 5, 2025
Categories
Governance
What's New
Harvey now supports Groups, a new way to organize workspace members by practice area, department, client matter, or shared interest. Groups make it easier to share resources, control access, and collaborate securely within your workspace.
This update comes with:
- Two Group Types:
- Private Groups – Used for access control and compliance. Members are added by the group owner or admin.
- Public Groups – Used for collaboration and knowledge sharing. Members can join or leave freely.
- Group Management Tools:
- Create, edit, and delete groups directly from Settings ▸ Groups.
- Filter by group type (public or private) to review membership and access.
- Manage group details including names, descriptions, and shared resources.
- Group-Based Sharing:
- Share workflows, playbooks, or Vault projects directly with groups.
- Choose the appropriate access level — View, Run, or Full Access — when sharing.
Why it Matters
Groups give teams a flexible way to collaborate while maintaining compliance.
- Private Groups ensure that sensitive workflows or client-matter projects stay restricted to authorized users.
- Public Groups help surface relevant resources by practice area, interest, or location — improving discoverability and cross-team engagement.
How to Use
Learn how to Create and Manage Public and Private Groups, including default permissions and FAQs.