Assigning a PM at the property level (even if the property is part of a portfolio) will override the PM assigned at the portfolio level. Similarly, assigning a PM at the portfolio level overrides the PM set at the company level.
For more details, see Configuration Inheritance (Property, Portfolio, & Company Level).
For more details, see Configuration Inheritance (Property, Portfolio, & Company Level).
Overriding the Assigned PM User at the Property Level
From your dashboard, go to Places, then select Properties.
Overriding the Assigned PM User at the Portfolio Level
From your dashboard, go to Places, then select Portfolios.
The Override option will only appear if the assigned PM user has not been overridden previously. If a PM has already been overridden, click the three dots () next to their name, then select Reassign PM User.
Changing the Primary User at the Company Level
If you need to update the main point of contact for your company in Latchel, the easiest way is to change the primary user at the company level.Changing the primary user at the company level will not override any individual assignments made at the property or portfolio level.
The user with a shield () icon is the current primary user.
Need to add new company user? Follow the help guide below!
How to Add and Remove Company User
Easily manage team access in Latchel by adding or removing users from your company account.