View As Collaborator

What's New

View As Collaborator introduces a preview mode within Spaces that lets you simulate how collaborators experience your Space.

You can now:

• Preview as different collaborator types

  • External Harvey user
  • Guest account
• See per-resource access summaries

  • Vaults
  • Workflows
  • Playbooks
  • Threads
• Verify access levels and visibility

  • View, run, edit permissions
  • Visibility of prompts and query history
• Adjust permissions directly in preview mode

  • Update access without leaving the preview
  • Validate changes in real time
• Audit access before or after sharing

  • Confirm configurations before inviting collaborators
  • Review access after collaborators are added

Why It Matters

Managing access through settings alone can be difficult to interpret. View As Collaborator removes that ambiguity.

• Reduce access errors — Confirm exactly what collaborators can and cannot see
• Protect sensitive information — Validate visibility of prompts and history before sharing
• Move faster — Adjust and verify permissions in one place
• Improve collaboration setup — Ensure external users have the right level of access from the start

This feature shifts permission management from configuration → guesswork to configuration → verification.

How to Use

1. Open a Space
2. Navigate to sharing or permissions settings
3. Select View As Collaborator
4. Choose a persona:

   • External Collaborator
   • Guest Account
5. Review:

   • Visible resources
   • Access levels (view, run, edit)
6. (Optional) Adjust permissions directly within preview mode
7. Exit preview when finished

FAQs