Use this article when:

  • A user requests access to a Harvey Vault (approval/validation of access will be required)
  • A user requests another team member be added to a Vault (approval/validation of access will be required)
  • A user requests a Vault be shared with a group.
  • Licenced Help Desk support can grant Harvey Vault access. 
    • Applies to: Blake, Tavis, Rad and Dave only.

Important

  • Harvey Vault access must match matter access.
  • Do not share a Vault with anyone who does not have access to the linked matter.
  • If matter access cannot be verified, escalate to the Harvey support team.
  1. Identify the matter number linked to the Vault.


  1. Verify in Walls that the requested user or team has access to the matter. See KB Article: Checking Access to a Secure Matter via Intapp Walls

 

  1. If the user does not have matter access, do not share the Vault.


 

  1. Open Harvey and go to Vaults > Select the relevant Matter Vault
    • Click Share

5. Add recipients – individuals or team

6. Choose access type – View Access (unless otherwise specified)

7. Content Controls – leave all Content Controls enabled (default setting). Do not modify these settings

8. Click Share