> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Change the Assigned PM User

> 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.

<Warning>
  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)](/s/topic/0TO5e000000h9wqGAA/Configuration-Inheritance-Property-Portfolio-Company-Level).
</Warning>

### **Overriding the Assigned PM User at the Property Level**

From your dashboard, go to **Places**, then select **Properties**.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_26_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=2928542e4a08e6ab249cfc778acc3280" alt="Latchel 07 02 2025 07 26 AM Pn" width="1771" height="659" data-path="images/Latchel-07-02-2025_07_26_AM.png" />
</Frame>

**Search for the property address**, then click the **hyperlinked address**.

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  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_29_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=b8e0bc0d7ab59d3283d981aec318eb8d" alt="Latchel 07 02 2025 07 29 AM Pn" width="910" height="808" data-path="images/Latchel-07-02-2025_07_29_AM.png" />
</Frame>

In the property **Details** tab, scroll down to the **Property Manager section**. You’ll have **two options** to update the assigned PM user:

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_36_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=bcbfdc3ea82436933396c349372b8a9d" alt="Latchel 07 02 2025 07 36 AM Pn" width="896" height="1425" data-path="images/Latchel-07-02-2025_07_36_AM.png" />
</Frame>

**Expand** Select an option to view all company users. From the list, **click the name of the user** you want to assign.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_38_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=f2a967dd4385361be4097cf46ed8da38" alt="Latchel 07 02 2025 07 38 AM Pn" width="828" height="557" data-path="images/Latchel-07-02-2025_07_38_AM.png" />
</Frame>

Click **Submit** to save your changes.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_40_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=2320cea1197732f3c354e624a4783826" alt="Latchel 07 02 2025 07 40 AM Pn" width="736" height="422" data-path="images/Latchel-07-02-2025_07_40_AM.png" />
</Frame>

The newly assigned PM user's name will appear immediately.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_41_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=104dacbdec99a52fb9abe719c571b837" alt="Latchel 07 02 2025 07 41 AM Pn" width="572" height="554" data-path="images/Latchel-07-02-2025_07_41_AM.png" />
</Frame>

### **Overriding the Assigned PM User at the Portfolio Level**

From your dashboard, go to **Places**, then select **Portfolios**.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_47_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=9119ebb9bd23ff2676a4553c8872259b" alt="Latchel 07 02 2025 07 47 AM Pn" width="1771" height="659" data-path="images/Latchel-07-02-2025_07_47_AM.png" />
</Frame>

**Search for the portfolio name**, then click the **hyperlinked portfolio name**.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_50_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=05ce4aea2c56488e144a699414d5c6b4" alt="Latchel 07 02 2025 07 50 AM Pn" width="631" height="803" data-path="images/Latchel-07-02-2025_07_50_AM.png" />
</Frame>

Click **Override** beneath the name of the currently assigned PM user.

<Note>
  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 (**<Icon icon="ellipsis" iconType="regular" color="#000000" />) next to their name, then select **Reassign PM User**.
</Note>

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_10_33_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=2c18cb1037949006266ff7c9891d3541" alt="Latchel 07 02 2025 10 33 AM Pn" width="563" height="669" data-path="images/Latchel-07-02-2025_10_33_AM.png" />
</Frame>

**Expand** Select an option to view all company users. From the list, **click the name of the user** you want to assign.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_38_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=f2a967dd4385361be4097cf46ed8da38" alt="Latchel 07 02 2025 07 38 AM Pn" width="828" height="557" data-path="images/Latchel-07-02-2025_07_38_AM.png" />
</Frame>

Click **Submit** to save your changes.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_07_40_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=2320cea1197732f3c354e624a4783826" alt="Latchel 07 02 2025 07 40 AM Pn" width="736" height="422" data-path="images/Latchel-07-02-2025_07_40_AM.png" />
</Frame>

The newly assigned PM user's name will appear immediately.

### **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.

<Danger>
  Changing the primary user at the company level will not override any individual assignments made at the property or portfolio level.
</Danger>

First, click your **profile icon** at the upper right corner of the page, then go to **Account Settings**.

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  <img src="https://mintcdn.com/latchel-81/UG1VnZZur6uBj7fh/images/1Latchel.png?fit=max&auto=format&n=UG1VnZZur6uBj7fh&q=85&s=d54076f1036ed395d6e25b91a927a522" alt="1latchel Pn" width="645" height="643" data-path="images/1Latchel.png" />
</Frame>

Go to the **Users** tab, and **find the company user** you will make as primary. Click the **ellipsis** (<Icon icon="ellipsis" color="#000000" />), then select **Make as primary**.

<Check>
  The user with a shield (<Icon icon="shield-check" iconType="duotone" color="#000000" />) icon is the current primary user.
</Check>

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_10_55_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=bcacf0d0ba185d0303a79f66e34d96ce" alt="Latchel 07 02 2025 10 55 AM Pn" width="1265" height="702" data-path="images/Latchel-07-02-2025_10_55_AM.png" />
</Frame>

The new primary PM user's name will have the shield icon immediately.

<Frame>
  <img src="https://mintcdn.com/latchel-81/KdQ63pC2-uJNDJO4/images/Latchel-07-02-2025_11_00_AM.png?fit=max&auto=format&n=KdQ63pC2-uJNDJO4&q=85&s=c4e17fcd3d8b6a4fa4e55a444023f7c9" alt="Latchel 07 02 2025 11 00 AM Pn" width="1243" height="731" data-path="images/Latchel-07-02-2025_11_00_AM.png" />
</Frame>

### **Need to add new company user? Follow the help guide below!**

<Card title="How to Add and Remove Company User" icon="book-user" iconType="duotone" href="/s/topic/0TO5e000000h9wqGAA/How-to-Add-a-New-Company-User">
  Easily manage team access in Latchel by adding or removing users from your company account.
</Card>
