Admin Guides

Manage user access and configure system preferences

User and Access Management

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

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.

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

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

Identify and Resolve Common SAML SSO Errors

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

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

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

Control sharing of Assistant queries, Vault projects, custom workflows and Playbooks with flexible settings at the feature, user, or workspace level.

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.

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

Track and export detailed usage data in Harvey, including user activity, query volume, and feature-specific insights.

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