: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: Jul 15, 2026

Overview

Guest Accounts enable controlled collaboration with external, non-Harvey customers. Guests have limited access to your workspace and only see what is explicitly shared with them.

Your organization can invite an external user and grant them access to a specific Shared Space, while keeping the rest of your workspace private and governed by your existing policies.

With Guest Accounts, you can:

  • Collaborate with external partners directly in Harvey at no additional cost
  • Limit access only to the Spaces, tools, and artifacts you intend to expose
  • Maintain security, privacy, and data ownership within your organization

Key Concepts

Tip: If you’re new to external collaboration, start with reading over Shared Spaces and the how-to articles linked there.

Guest Accounts are designed for collaboration across organizations — for example, between a law firm and a client, or in-house counsel and a specialist — without requiring both parties to be Harvey customers.

  • Guests can only be invited to Shared Spaces. A Shared Space contains the specific tools, artifacts, and data you choose to collaborate on externally.
  • Shared Spaces only support two organizations. You can only invite one additional organization to a space, whether a Harvey customer or guest organization.
  • All members of a Shared Space — including guests — can see and interact with everything inside that Space.

Permissions and Approval

Guest access is tightly scoped:

  • Guests can edit existing tools, artifacts, and data within a Shared Space
  • Guests cannot create new tools, artifacts, or data from scratch
  • Guests can run grounded Assistant queries based only on content in the Shared Space

A workspace or connection admin must approve all guest invitations.

How to Use

Invite a Guest to a Shared Space

  1. Open the Shared Space you want to share.
  2. Click Share.
  3. Enter the guest’s work email address. For example, user@client.com.
    1. Personal email domains, such as gmail.com, are blocked.
  4. Send the invitation.
    1. If you are not an admin, the guest invitation request is submitted for admin approval.

For Admins: Approve a Guest Invitation

  1. Navigate to Settings > External connections.
  2. Open Requests.
  3. Click View on a request to open details:
    • Invitee
    • Target Shared Space
  4. Approve or decline the request.
    • Approve: Access is granted immediately.
    • Decline: No access is granted.

Guest Access Experience

  1. The guest receives an email with a one-time code.
  2. They complete a passwordless authentication step.
  3. They are taken directly into the Shared Space they were invited to.

Guests must use the email access link each time they return to Harvey. They’ll be prompted to enter their email and receive a unique code each time.

Tip: If a guest has trouble finding their invite, ask them to check their spam folder.

Guest Account Capabilities

Guest Accounts are intentionally limited to ensure secure collaboration:

  • Guests cannot log into the Harvey app directly — access is available only through email links.
  • Multi-factor authentication (MFA) and single sign-on (SSO) are not applied directly to Guest Accounts but Guests must undergo an inbox possession check through the secure email code flow.
  • Guests must have a company-domain email address, personal domains like gmail are blocked.

Consult the table below for more information on what guests accounts can or cannot access within Harvey.

Product Area

What guests can do

What guests cannot do

Spaces

  • View and interact with Shared Spaces they've been invited to
  • Create, delete, or administer Spaces
  • Invite members
  • View space requests

Vault

  • View shared project files
  • Upload files to a shared folder
  • Export vault query results
  • Download vault files (single, bulk, or archive)
  • Create a new top-level vault project
  • Edit or duplicate files uploaded by others

Review Tables

  • Fully work within tables that have been shared with them:
    • View and edit cells
    • Add or delete rows
    • Add new columns
    • Upload files
    • Add comments
    • Manage assignments
    • Mark review complete
    • Re-run the table
    • Export the table
  • Create a new review table
  • Delete a table
  • Cancel an in-progress run
  • Edit the table title or instructions
  • Use AI column tools
  • Share a table
  • Move a table between projects

Assistant

  • Run queries with vault files attached
  • Submit open-ended queries with no source
  • Upload a file to Q&A
  • Use proprietary knowledge sources (Lexis, Wolters Kluwer, etc)

Workflows

  • Run existing shared or custom workflows
  • Create, edit, or publish workflows

Resource sharing

  • Publish their own resources to a Shared Space
  • Remove resources they published
  • Comment on and view shared content
  • Be sent a resource directly outside a Shared Space

Guests cannot access Library, History, Playbooks, Analytics, Word or Outlook add-ins, Client Matters, or Settings.

Tips for Success

  • Set a custom Welcome Message to greet guests when they first enter your Space. This is useful for setting expectations or surfacing disclaimers specific to the engagement.
  • Create and review a Shared Space before inviting guests — everything in the Space is visible to them.
  • Remove guests from Shared Spaces promptly when collaboration ends to maintain least-privilege access.

FAQs

Set Up and Manage Shared Spaces (For Admins)

Learn how to enable and configure Shared Spaces, external sharing, and guest accounts for your organization.

Shared Spaces Overview

Learn how Shared Spaces help your organization collaborate securely inside and across workspaces.

Security, Data, and Privacy for Sharing in Harvey

Learn how Harvey protects your organization’s data when you share Spaces and resources with collaborators and what controls you have.

How Sharing Works in Harvey

This article explains how sharing works in Harvey, including how to share resources with external teams, what stays private, and what admins can manage.

Using Space Analytics

Space Analytics helps owners and admins measure engagement, track adoption, and understand how their Space is being used over time.