Admin Guides
Manage user access and configure system preferences
User and Access Management
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.
Access Control & Permission Management
Manage user roles and permissions in Harvey, including custom roles and access controls.
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.
Workspace Configuration & Settings
Troubleshooting SSO Connection Issues
Identify and Resolve Common SAML SSO Errors
Managing Vaults
Workspace vaults give admins full visibility and control over all vaults, including metadata, usage, and sharing settings.
Overview of Admin Settings
Learn how to access Admin Settings in Harvey to update workspace details, sharing, and more.
Workspace History
View and export detailed workspace history, including integration uploads, to monitor activity and ensure compliance.
Client Matters for Admins
Learn how admins can manage client matter numbers in Harvey, including viewing, editing, uploading in bulk, and setting user permissions.
Configuring SSO Access to Harvey
Learn how to configure and manage SSO access to Harvey using SAML, including roles, user provisioning, and authentication settings.
Content & Workflow Management
Manage Internal and External Sharing
Control sharing of Assistant queries, Vault projects, custom workflows and Playbooks with flexible settings at the feature, user, or workspace level.
Workspace Settings
Learn how admins can add branding and share firm-specific updates in Harvey.
DMS Integrations: Google Drive and SharePoint/OneDrive
Connect and manage DMS integrations to securely upload and access documents across your workflows.
Managing Prompts and Examples in Library (For Admins)
Discover how to manage, customize, and organize Library to fit your team’s needs.