As you prepare to install Latch devices, you'll want to run through the following checklist. If you did not purchase software with your Latch device, you can skip to step 4 and simply install the hardware at your door.

1. Verify the property management team has completed pre-installation steps.

If you've purchased software with your Latch device, you'll want to ensure the property management team (or install team) has completed the steps in this article to ensure the hardware installation goes smoothly.

2. Ensure you have device management permissions at the property where you're installing devices.

A portfolio manager will need to provide you with device management permissions, which will generate an invitation to create an account and download the Latch Manager App (if you have not done so already). 

3. Download the Latch Manager Application on an iOS device. If you already have the Latch Manager App, ensure you've updated to the latest version.

To activate a Latch device, you'll need to download the Latch Manager App, currently only available on iOS devices. If you've already downloaded the Latch Manager App, ensure you're running on the latest version. 

4. Determine if you will be assigning the device to previously created digital doors or if you'll be creating new doors and keys during the installation.

You'll want to know if digital doors have been created ahead of installation as this will inform the choices you make when adding a door. Specifically, when you add a new device, you can create a new door or assign the device to an existing digital door. If doors have not been created, we recommend creating them or working with the property management team to do so (complete the steps in this article). 

5. Identify and download the correct Cut Sheet and Installation Guide for the device(s) you are installing. Ensure you have all tools necessary for the installation.

Each Latch Device has a corresponding cut sheet and an installation guide to walk you through the installation process. To locate these guides, navigate to the product within the installation section of this knowledge base and choose the product you're installing. From there, you'll see the guide and cut sheet. Additionally, you may review the Runbook for your product, also located on the Support page for installations.

6. Install your Latch device according to the installation guide.

Be sure to follow all steps in the Installation Guides. 

7. Activate the Latch device using the Latch Manager App

Detailed activation steps can be found in this article. 

8. Complete two test unlocks

You will have access to the door for 24 hours; before moving to the next door, you'll want to perform two test unlocks using the Latch Manager App to ensure the door is installed correctly and locking/unlocking as expected. 

Welcome to your smartest install yet. Installing and programming Latch R, Latch M, and Latch C2 is simple with the Manager App. If you don't have access to the Manager App, contact us at support@latch.com.

Follow these steps in order:

1. Add a device

Once you have installed the Latch device, you need to add and save the device's information:

1. Open the Manager App
2. Select the ‘New Door’ icon in the top right corner
3. You’ll then be prompted to scan the QR Code on the Latch Device
4. Scan the QR Code on the back panel of the device on the inside of the door
5. Select the desired Portfolio & Property Information of the property you are installing in

2. Assign or create a door

1. If you have pre-created a door in Latch Mission Control you can assign it by selecting 'Door Name'
2. If you have not pre-created the door you create a door
   1. Enter the door or apartment name
   2. Select the door type. Learn more about door types.
3. Once you've created a key, a temporary 'installer-' key will be automatically created in the system and assigned to your account so you can test unlock the door. This key access expires after 24 hours.

3. Set-Up the device

Requires at least 20% battery life on battery-powered devices

1. Select the latest firmware version
2. You’ll then be prompted to go through the Set-Up Process
3. Select ‘Start’
4. The Latch Device should then start updating. (Note: the update can take 10-15 min, do not step away from the device or navigate out of the Manager app)
5. Once successful, select 'Next'

4. Test unlock

1. You will then be prompted to test unlock by tapping ‘Tap to unlock’
2. Check that the device unlocked and the door opened
3. Select ‘Next’
4. Select ‘Finish’

5. Test lock

1. Depending on device and configuration, the door will re-lock after 5s (Latch R), 10s (Latch M,  Latch R), when the thumbturn is thrown (Latch C2), or when the lens is tapped (Latch C).
2. Make sure that the device re-locks as expected prior to closing and securing the door.

1a. Configuring Latch R

To finish programming Latch R, you need to configure a few settings:

1. Once you have saved the device's information (see 'Adding a Device' above) navigate to the device list screen
2. Select the device you installed
3. Select 'Configure'
4. Select the appropriate relay configuration for the device.
   1. Normally open: Sets the Latch R relay to be normally open 
   2. Normally closed: Sets the Latch R relay to be normally closed
   3. Panel: Select if you are connecting Latch R to an existing access control panel. 
5. If you are connecting to a panel, enter the Facility Code and Card ID for a card that unlocks the panel at all times and days
6. Select the re-lock time 
7. If you have connected ethernet to the device, toggle it on
   
   1. If you require static ethernet configuration, toggle to static mode, and enter the subnet mask, gateway, and IP address
8. Save configuration

If you need to change the configuration of a Latch R:

1. Navigate to the devices list
2. Select 'Configure'
3. Re-configure the settings and save

1b. Configuring Latch C

Latch C needs to be told what the door handing is in order for its motor to drive in the correct direction. Please note this is only true of the Latch C, and not the Latch C2 which is configured mechanically during install.

1. Select 'Left' or 'Right' for the door handing

After completing the configuration of the device, you can follow the steps in the following article to create keys for the door and add it to users:

Making Keys

Inviting Users, Editing Access (Assigning or Revoking Keys), and Removing Users

There are multiple options for managing access during the construction phase (or similar work period) of a new/existing building. First, you'll want to ensure all Latch devices at the property are installed and activated to the doors (see this section for additional details about that process).

Creating the Construction Key

First, you'll want to create a key for your construction team with your desired settings in place. You may place these doors on an access schedule that aligns with the approved work day, so access is prohibited after the work day ends. Similarly, you may prohibit the ability to share the key (digitally send guest access to a door within it) or receive a personal doorcode to avoid construction staff sharing access to the building/doors. 

Importantly, you'll want to mark each user as having 'Non-Resident' access to the key, so their activity will be visible to you in Latch Mission Control (see this article on Setting the Correct Resident Status).

1. Making Keys (create your key and add the doors the team will need access to)

2. Key Schedules (restrict hours of access)

3. Further Restricting features: May Share Key and Doorcodes (to avoid sharing access)

Once you've created your Key and have the settings for your construction team in place, you'll want to determine how your team will access these doors.

Latch App: If each team member will access doors via the Latch App, just send them an invitation to the Latch App and add the Construction Key to their account. Note you can set an expiration date for the access when granting them access (Inviting Users, Editing Access (Assigning or Revoking Keys), and Removing Users). You may also add a keycard to any user's account by activating a keycard to their account.

Note that if the user never plans to use their Latch App (where a door update occurs during their first unlock at a door, you'll need to update the Latch device before the keycard will work at that door).

Shared Keycard: For security purposes, we recommend each user have their own Latch Account and Keycard assigned. This will allow you to see who performs each unlock in the activity section of Latch Mission Control. 

To have a shared keycard, just create a profile (ex: Construction Team 1), add the Construction Key, and send the invitation to an e-mail address you have control of. Once complete, assign a Latch Keycard to that account. The keycard will automatically mirror the Key access assigned to this account (i.e. it will have access to all of the doors in the Construction Key). 

Note: In order to open the doors in the Construction Key, you'll need to perform a door update on all of the doors within that key. 

Revoking Construction Team Access: If you do not set an expiration date on the access when you assign the Construction Key to an account, you'll want to revoke the key and/or delete the accounts. Once complete, you'll need to perform a door update on all doors in the Construction Key to fully revoke the access.