:Harvey: Support

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.

Last updated: Jun 5, 2025

Overview

Workspace admins can view and manage user profiles for everyone in their workspace. User profile information will be displayed and editable in the Users table along with filters to easily view different subsets of data.

Viewing User Profiles

  1. Open Settings from the left sidebar
  2. Select Users under Admin
Viewing User Profiles

Filtering the User List

Note: When applying filters to the user list, multiple values within the same field use OR logic (e.g., a user can belong to any of the selected practice areas). Filters across different fields use AND logic (e.g., a user must match the selected language and the selected title).

Admins can filter the list of users to only see users that satisfy certain criteria.

  • Title: Users with one of the specified titles
  • Practice Area: Users with one of the specified practice areas associated with them
  • Language: Users with one of the specified languages as their primary language

To filter your user list:

  1. Click Filters on the Users page
  2. Select the desired criteria
  3. The user list will automatically reflect users that fit the selected criteria.
User list filters

Exporting the User List

Click Export users in the top right to download a .csv file with user profiles. The file will include only users that match your selected filters.

Exporting the user list

Editing the User Profiles

Workspace Admins have the ability to edit user profiles for individual users or in bulk. All user profiles fields will be editable including a location field.

Note: All edits will overwrite and replace any previously configured values both in the admin-view but also in the user’s profile. Changes to practice area will influence the ranking of workflows and library prompts that the user sees on the landing page.

To edit User Profiles:

  1. Open Settings from the left sidebar

  2. Select Users under Admin

  3. Check the box next to each email (you can select multiple users at once) and then select Edit Profile

    Click on edit profile and the checkbox next to your user to edit.

  4. Update the field(s) that you want to edit in the right side panel

  5. Click Save

    Click Save for changes to take affect.

    1. The Edited indicator helps identify the set of changes that will take effect once Save is clicked.

Usage Dashboard Integration

Admins can customize and export data in the usage dashboard by applying User Profile filters and grouping data by tasks to gain insights into workspace activity.

For example, to view usage specific to certain roles, apply the Title filter and select Senior Associate. This will generate a usage report that includes only users with the Senior Associate title assigned in their user profiles.

To apply filters or group data:

  1. Click Settings from the left sidebar
  2. Select Usage under Admin
  3. Click Filters or Group by
  4. Select the filters, product area or tasks. Data in the usage dashboard will automatically adjust based on these parameters.
  5. Use the export usage button to download a file including all currently selected user profile filters and tasks.