Managing Team Members and Roles

Managing Team Members and Roles

Collaborate with property managers, accountants, and business partners by adding them to your Latch account.

Accessing Team Settings

1. Go to Settings > Team.

Inviting a New Member

1. Click Invite Member.
2. Enter their email address.
3. Select their role:
   • Admin — Full access including billing, team management, and all features.
   • Member — Access to properties, payments, maintenance, and reports. Cannot manage billing or team.
4. Click Send Invitation.

Invitation Process

• The invitee receives an email with a join link.
• If they do not have a Latch account, they create one during the process.
• Once they accept, they appear in your team list.

Managing Existing Members

From the Team page you can:

• Change Role — Promote a member to Admin or demote to Member.
• Remove Member — Remove someone from your account (their personal account remains).
• Resend Invitation — If the invite email was not received.

Pending Invitations

View and manage pending invitations that have not yet been accepted. You can cancel any pending invitation.

Activity Log

Each team member's actions are recorded in the account activity log, providing an audit trail of who did what.

Tip: Give accountants read-only access by assigning them the Member role — they can view reports without making changes.