Admin Guides

Manage user access and configure system preferences

User and Access Management

Admins can view, filter, and export user profiles in the workspace, including details like title, language, and practice area.

Manage user roles and permissions in Harvey, including custom roles and access controls.

Admins can add or export users in bulk from the Harvey Settings page, with support for up to 100 users at a time.

Learn how to access Admin Settings in Harvey to update workspace details, sharing, and more.

Learn how admins can manage client matter numbers in Harvey, including viewing, editing, uploading in bulk, and setting user permissions.

Learn how to configure and manage SSO access to Harvey using SAML, including roles, user provisioning, and authentication settings.

View and export detailed workspace history, including integration uploads, to monitor activity and ensure compliance.

Identify and Resolve Common SAML SSO Errors

Workspace vaults give admins full visibility and control over all vaults, including metadata, usage, and sharing settings.

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

Discover how to manage, customize, and organize Library to fit your team’s needs.

Learn how admins can add branding and share firm-specific updates in Harvey.

Connect and manage DMS integrations to securely upload and access documents across your workflows.

Understand how to access, interpret, and export usage analytics in Harvey, and when to use the dashboard versus APIs for reporting.

Learn about usage data, from what it is to why and how we use it.