There may be times when you need to update who is assigned to manage a specific property, portfolio, or your company’s primary account. This guide walks you through the steps to change the assigned Property Manager (PM) user at the property, portfolio, or company level in Latchel.
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.
Overriding the Assigned PM User at the Portfolio Level
From your dashboard, go to Places, then select Portfolios.
Search for the portfolio name, then click the hyperlinked portfolio name.
Click Override beneath the name of the currently assigned PM user.
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.
Expand Select an option to view all company users. From the list, click the name of the user you want to assign.
Click Submit to save your changes.
The newly assigned PM user’s name will appear immediately.
