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Manage user access and configure system preferences
Learn how to manage each section of Command Center, the home for all workspace administration settings in Harvey.
Manage the Harvey email notification options available to your workspace's users across Assistant, Vault, Playbooks, Review Tables, and Workflow Agents.
Ensure every export matches your firm’s formatting standards with ease.
Learn how admins can add branding and share firm-specific updates in Harvey.
Learn how to use analytics charts, use peer benchmarking, act on recommended actions, and query your workspace usage in the Command Center Overview page.
Learn about usage data, from what it is to why and how we use it.
View and export detailed workspace history, including integration uploads, to monitor activity and ensure compliance.
Understand how to access, interpret, and export usage analytics in Harvey.
Set up SCIM in Harvey to automate user provisioning, deprovisioning, and group-based access management through your organization’s identity provider.
Learn how to connect Harvey to Intapp Walls for AI to enforce your firm's ethical walls, including prerequisites, connection steps, and how often walls sync.
Learn how ethical walls affect sharing in Harvey and how admins set up, sync, and monitor walls by connecting their firm's walls provider.
Learn how admins can manage client matters in Harvey, including viewing, editing, uploading in bulk, and setting user permissions.
Identify and Resolve Common SAML SSO Errors
Learn how to enable and configure Shared Spaces, external sharing, and guest accounts for your organization.
Admins can add or export users in bulk from the Harvey Settings page, with support for up to 100 users at a time.
Admins can view, filter, and export user profiles in the workspace, including details like title, language, and practice area.
Manage user roles and permissions in Harvey, including custom roles and access controls.
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.
Learn how to deploy and enable the Harvey Word add-in for your organization.
Learn how to enable Harvey for Outlook for your organization, from centralized deployment to on-premise sideloading and managing user permissions.
Enable the Box integration so users in your workspace can upload files and folders from Box directly into Harvey.
Connect and manage DMS integrations to securely upload and access documents across your workflows.
Learn how to manage vault data retention settings in Vault, including triggers and deletion timelines.
Learn how workspace admins can assign playbook permissions, manage all workspace playbooks, set access levels, and view usage insights.
Create workflows from Review Tables and share them across your workspace.
Organize internal documents for easy, workspace-wide querying through Vault Knowledge Bases.
Workspace vaults give admins full visibility and control over all vaults, including metadata, usage, and sharing settings.
Discover how to manage, customize, and organize Library to fit your organization’s needs.