:Harvey:Support

Playbook Builder Permissions

Learn how playbook permissions work.

Last updated: Jun 2, 2026

Access Note: If you're a workspace admin and unable to find these permissions, contact your Success team.

We’ve made the following updates to playbooks to offer more flexibility with creation and access management:

  • Ability to give specific users the permissions to create playbooks
  • Added new metadata on playbooks for insights on usage in admin panel
  • Ability for playbook managers to:
    • Publish a playbook into their workspace, distinguishing it as an official playbook
    • View and manage all published playbooks

Managing Playbook Permissions Levels

With Harvey’s Word add-in, all users can view, edit, and run any playbooks they have access to, as well as share playbooks they own.

Workspace admins can also assign additional permissions for creating and publishing playbooks. The table below outlines each permission level and what it enables:

Permission Level

What It Enables

Playbook Creator

  • The ability to create new playbooks.

Playbook Manager

  • The ability to create new playbooks and publish playbooks to the workspace.

Admins can assign these permissions directly in Settings > Roles. For more detail on granting permissions at the role or user level, refer to Access Control & Permission Management.

Tip: New playbook builders can follow our guide on Creating a Playbook to set up their first playbook.

Managing Access Levels Per Playbook

You can set access levels on an individual playbook by following the steps below.

  1. Navigate to Settings, then Playbooks.
  2. Locate the playbook you’d like to update, then click the Review button to open up playbook editing.
  3. Click the Share button in the top right to modify access.
  4. Choose an option for General access, either:
    1. Restricted: Restrict access to specific users and invite individuals by email. For each user, you can set the following access levels:
      1. Can view: view and run the playbook
      2. Can edit: modify playbook rules
      3. Can manage: edit, share, or delete playbook
    2. Anyone in your workspace with the link: allow all users in the Workspace to get view, edit, or manage access. You can still add individual users to give them custom access.

Enhanced Playbook Insights

You can now view additional data on how playbooks are used across your workspace by following the steps below.

  1. Go to Settings, then Playbooks.
  2. You’ll now be able to review more data, such as:
    1. Created by: the user who create the playbook
    2. Run count: the number of times the playbook has been used
    3. Shared with: high level understanding of access levels granted
Image of Playbook Metrics

Tip: For more insights on Harvey usage, check out View Analytics and Reporting.

Workflow Agents Overview

Use Harvey’s streamlined Workflow agents to quickly accomplish your tasks, without the need to prompt.

Getting Started with Agent Builder

Create and share custom Workflow agents to automate repetitive tasks and elevate your team's output.

Embed Vaults and Knowledge Sources in Workflow Builder

Learn how to embed sources in custom workflows to help your team produce more accurate, consistent, and context-aware results.

Manage Permissions and Sharing in Agent Builder

Learn how to manage Workflow agent permissions, grant view and run access, and share Workflow agents across your workspace—from creation and collaboration through admin approval and publication.

Create a Playbook

Standardize and streamline contract review by creating a playbook directly from your contracts.