Admin Guides
Manage user access and configure system preferences
Vault Project Retention
Learn how to configure and manage project data retention settings in Vault, including triggers and deletion timelines.
Manage Admin Settings
Learn how to access Admin Settings in Harvey to update workspace details, sharing, and more.
Workspace Settings
Learn how admins can add branding and share firm-specific updates in 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.
Manage Sharing Settings for Your Workspace
Control sharing of Assistant queries, Vault projects, and Playbooks with flexible settings at the feature, user, or workspace level.
Harvey for Word: Managing Playbooks
Learn the components of a playbook, how Harvey applies them during review, and best practices for creating effective playbooks.
Release Communications Overview
Understand our tiered approach to sharing product release updates.
Managing Vault Workspace Projects
Workspace Projects give admins full visibility and control over all Vault projects, including metadata, usage, and sharing settings.
DMS Integrations: Google Drive and SharePoint/OneDrive
Connect and manage DMS integrations to securely upload and access documents across your workflows.
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.
Troubleshooting SSO Connection Issues
Identify and Resolve Common SAML SSO Errors
Workspace History
View and export detailed workspace history, including integration uploads, to monitor activity and ensure compliance.
Creating Export Formats
Ensure every export matches your firm’s formatting standards with ease.
Managing Prompts and Examples in Library (For Admins)
Discover how to manage, customize, and organize Library to fit your team’s needs.
Playbook Builder Permissions
Learn how playbook permissions work.
View Analytics and Reporting
Track and export detailed usage data in Harvey, including user activity, query volume, and feature-specific insights.
What Usage Data Does Harvey Collect?
Learn about usage data, from what it is to why and how we use it.
Client Matters for Admins
Learn how admins can manage client matter numbers in Harvey, including viewing, editing, uploading in bulk, and setting user permissions.
Custom Review Workflows
Create workflows from Review Tables and share them across your workspace.
Access Control & Permission Management
Manage user roles and permissions in Harvey, including custom roles and access controls.
Configuring SSO Access to Harvey
Learn how to configure and manage SSO access to Harvey using SAML, including roles, user provisioning, and authentication settings.
Vault Knowledge Bases
Organize internal documents for easy, workspace-wide querying through Vault Knowledge Bases.
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.