Admin Guides
Manage user access and configure system preferences
Getting Started with the Workflow Builder
Create and share custom workflows to automate repetitive tasks and elevate your team's output.
View Analytics and Reporting
Track and export detailed usage data in Harvey, including user activity, query volume, and feature-specific insights.
What Usage Data Does Harvey Collect?
Learn about usage data, from what it is to why and how we use it.
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.
Troubleshooting SSO Connection Issues
Identify and Resolve Common SAML SSO Errors
Release Communications Overview
Understand our tiered approach to sharing product release updates.
Workspace Settings
Learn how admins can add branding and share firm-specific updates in Harvey.
Client Matters for Admins
Learn how admins can manage client matter numbers in Harvey, including viewing, editing, uploading in bulk, and setting user permissions.
Custom Review Workflows
Create workflows from Review Tables and share them across your workspace.
Workspace History
View and export detailed workspace history, including integration uploads, to monitor activity and ensure compliance.
Managing Word Add-In Playbooks (for Playbook Managers)
Step-by-step guide to manage and edit Word Add-In playbooks in Harvey.
Managing Prompts and Examples in Library (For Admins)
Discover how to manage, customize, and organize Library to fit your team’s needs.
Sharing in Assistant and Vault
Control sharing of Assistant queries and Vault projects with flexible settings at the feature, user, or workspace level.
DMS Integrations: Google Drive and SharePoint/OneDrive
Connect and manage DMS integrations to securely upload and access documents across your workflows.
Accessing Admin Settings
Learn how to access Admin Settings in Harvey to view workspace details like name, domains, and connection type.
Access Control & Permission Management
Manage user roles and permissions in Harvey, including custom roles and access controls.
Configuring SSO Access to Harvey
Learn how to configure and manage SSO access to Harvey using SAML, including roles, user provisioning, and authentication settings.
Vault Knowledge Bases
Organize internal documents for easy, workspace-wide querying through Vault Knowledge Bases.
Vault Project Retention
Learn how to configure and manage project-level data retention settings in Vault, including triggers and deletion timelines.
Managing Users
Admins can add or export users in bulk from the Harvey Settings page, with support for up to 100 users at a time.