:Harvey:Support

Guest Accounts Overview

Guest Accounts let your organization securely collaborate with external partners inside a shared Harvey Space, without requiring them to become full Harvey customers.

Last updated: Oct 19, 2026

Important: As part of ongoing Harvey II updates, you may see a different experience in your account than what's shown in this article. Please refer to the Harvey II Overview for the latest on what's rolling out and when.

Overview

Guest Accounts let you invite external collaborators who don't have a Harvey license, such as a client contact or a consultant, into a Space at no extra cost.

Guests see only the Spaces, tools, and work product you choose to share with them; the rest of your workspace stays private and governed by your existing policies, and security, privacy, and data ownership remains within your organization.

New to Spaces? Start with our Spaces Overview article. For admin-specific instructions on managing Spaces and guest accounts, refer to our Manage Spaces article.

Key Concepts

  • Guests must be invited to a Space to collaborate. You can't send a Harvey resource, such as a thread or Vault, directly to a guest outside a Space.
  • A Space can include one other organization. That organization can be another Harvey customer or a guest organization. All guests in a Space must belong to the same organization.
  • Guests see only what's shared with them. Guests can open resources according to the access level set for their party. They can see threads that your team shares Externally, and they can read the Space's Space Context.
  • Guests work with what's already in the Space. Guests can edit existing resources in the Space, but can't create new ones from scratch. They can run queries grounded only in content in the Space.
  • Every invitation needs approval. A Workspace Admin or Connection Admin must approve each guest invitation.

Invite a Guest to a Space

  1. Open the Space.
  2. Select People Add Invite.
  3. Enter the guest's work email address. Personal email domains, such as gmail.com, are blocked.
  4. Send the invitation.

If you're not an admin, your invitation is sent to admins for approval. You can track it by opening the Space and selecting Requests. For details on how admins review guest invitations, see Manage Spaces.

How Guests Sign In

  1. The guest receives an invitation email and selects Open Space.
  2. They enter their email address, and Harvey emails them a verification code.
  3. They enter the code, and Harvey opens the Space.

Guests are signed out of the Space after 24 hours. To return, they must reopen the invitation link or go to app.harvey.ai/guest.

Tip: If a guest can't find their invitation, ask them to check their spam folder.

What Guests Can Do

Refer to the table below for details on what guests can and cannot do within a Space. By design, guests cannot access any resources outside of the Space.

Product Area

What Guests Can Do

What Guests Cannot Do

Spaces

  • View and work in Spaces they're invited to.
  • View their own History in those Spaces.
  • Read the Space's Space Context.
  • Create, delete, or administer Spaces.
  • Invite members.
  • View Space requests.
  • View other members' History.

Tasks

When a task is shared with the Guest, they can:

  • View Space tasks, details, and activity.
  • Assign other Space members, including other guests.
  • Comment and mention human members.
  • Export CSV and manage task phases.
  • Delete their own tasks.

If the guest is given edit access as well, they can:

  • Upload files into an existing writable Vault.
  • Create tasks and edit any accessible Space task.
  • Assign, mention, or invoke Harvey or custom agents.
  • Delete other members’ tasks.
  • Create a new Vault.
  • Configure task-email notifications—the preference is hidden.

Vault

When a Vault is shared with the Guest, they can:

  • View shared files.

If the guest is given edit access as well, they can:

  • Upload files to a shared folder.
  • Copy accessible files into the Vault.
  • Export Vault query results.
  • Download Vault files (single, bulk, or archive).
  • Create a new Vault.
  • Edit or duplicate files uploaded by others.

Review Tables

When a review table is shared with the Guest, they can:

  • View cells.
  • Re-run tables.
  • Export tables.

If the guest is given edit access as well, they can:

  • Edit cells.
  • Add or delete rows.
  • Add columns.
  • Upload files.
  • Add comments.
  • Manage assignments.
  • Mark review complete.
  • Create a review table.
  • Delete a table.
  • Cancel an in-progress run.
  • Edit the table title or instructions.
  • Use AI column tools.
  • Share a table.

Assistant

  • Run queries, with Vault files attached.
  • Submit open-ended queries with no source.
  • Upload a file from their computer to a query.
  • Use proprietary knowledge sources (such as Ask LexisNexis or Wolters Kluwer).

Workflows and Playbooks

  • Run Workflows and Playbooks shared to the Space.
  • Create, edit, or publish Workflows.

Tips for Success

  • Review the Space before you invite guests. Check its resources, access levels, Space Context, and tasks. Use the Preview feature to see the Space as the guest's party sees it. See Preview What Collaborators See for details.
  • Set a welcome message. Greet guests and surface engagement-specific disclaimers when they first enter the Space. See Set a Welcome Message for details.
  • Remove guests when the collaboration ends, so access stays limited to people who need it.

FAQs

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