Contact Sales

ePMS integrations

Overview

With our property management system (PMS) integration, residents created in the property management software are automatically added to Latch Manager. This integration saves time for property managers by removing the need to add resident data to multiple systems. Please note that property managers will still need to log in to Latch Manager to set up access for the newly synced residents, as automatic access provisioning is not yet available.

How the integration works

With the Latch integration, resident information is pulled from the PMS and automatically populates in Latch Manager. Synced information includes first name, last name, email, phone number, leasing start and end date, move in and out date, and unit number.

Syncs occur at a minimum of once per hour. When the PMS syncs with Latch Manager:

  1. It checks all people who have previously been synced through this integration, and imports any new information into Latch Manager. If the email address has changed, the sync will not complete.
  2. If users have a “pending” or “current” status in the PMS and have not yet been added to Latch Manager:
    • Check if there is a user in Latch Manager with the same first name, last name, and email as the PMS. If everything matches, the user will be synced.
    • If there’s a partial match (i.e. email addresses match but different names), the user will be flagged and the property manager can review.
    • If there’s no match, a new contact will be created in Latch Manager. This contact will be populated with information from the PMS.

RealPage set up process

Customers can search for Latch in their RealPage marketplace and request our integration. After requesting the integration, please email ePMS@latch.com to let us know that a RealPage request has been submitted. Our team will review the data to ensure our integration is compatible with the building’s RealPage setup. Once our team approves, we’ll set up time with your team to turn on the integration.

Yardi set up process

To get set up, please verify that your properties are on Voyager 7 and that Latch has been enabled as an interface vendor with permissions to the appropriate building(s) and common data interface. Following this, please email ePMS@latch.com to request the Yardi integration. In this email, please include the building name and the following Yardi API credentials:

  1. Service URL
  2. Server name
  3. Database (often the same as the server name)
  4. Username
  5. Password

All of the above information is needed in order to set up the integration. After we receive the credentials, our team will review the data to ensure our integration is compatible with the building’s Yardi setup. Once our team approves, we’ll set up time with your team to turn on the integration.

If you’d like to add additional properties to the integration after the initial request, please update the properties that Latch has access to within Yardi and email ePMS@latch.com with the request. There is no need to resend the Yardi API credentials outlined above.

Entrata set up process

To set up the integration, enable Latch with the #getleases and #getproperties APIs within Entrata, as well as on the associated properties they would like set up. Once complete, please email ePMS@latch.com to request the Entrata integration. Please include the building(s) name(s) and the following Entrata API credentials:

  1. Entrata Domain
  2. Username
  3. Password

All of the above information is needed in order to set up the integration. After we receive the credentials our team will review the data to ensure our integration is compatible with the building’s Entrata setup. Once our team approves, we’ll set up time with the customer to turn on the integration.

If you’d like to add additional properties to the integration after the initial request, please update the properties that Latch has access to within Entrata and email ePMS@latch.com with the request.There is no need to resend the Entrata API credentials outlined above.

 

Door State Notifications

Door State Notifications (DSN) is an optional feature for the Latch R that sends notifications to property managers based on door states. Notification emails can be configured to be sent to property managers when doors are left ajar or opened without a valid credential. This is a great way to improve the security of a building without hiring additional staff. Please note that additional sensors are required for this functionality.

Door States:

  • Door Ajar: When a door is left ajar, a notification email can be configured to be sent after 30, 60, or 90 seconds.
  • Door Still Ajar: If the door remains ajar, an email can be configured to be sent every 5, 10, or 15 minutes.
  • Door Breached: When a door is opened without a valid credential, a notification email is sent.
  • Door Secure: When a door is not in the Door Secure state and the door is then closed, a Door Secure notification is sent.

Automatic Unlock and Automatic Relock:

Two additional features that are an advantage of the sensors used for DSN, are automatic unlock and relock. The Latch R can be set to automatically unlock when it detects motion on the secure side of the door, allowing egress without manual intervention like pushing a button. The Latch R can also be set to automatically relock as soon as the door has been opened, preventing additional people from entering through an unopened door.

Subscribing and Unsubscribing from Notifications:

Please contact support@latch.com to subscribe or unsubscribe from Door State Notifications.

 

What does Managing Latch look like?

Managing-3.jpg 

Building management with Latch is designed to be simple, while also recognizing the different individuals and spaces you’ll need to give access to. To support a seamless experience, learn how to use the basics within Latch Manager - People, Keys, and Doors - which have already been introduced in “What is Latch Manager and what does it do?“.

1. Managing People

2. Managing Keys

  • Group one or more doors, and set a schedule for when those doors may be unlocked. You share access with people by giving them a Key or a set of Keys.

3. Managing Doors

  • Every Latch device within the building can be found in Latch Manager under the "Doors" menu. Use this menu to create and delete doors to match your building. Door updates help you troubleshoot Latch device issues, keep your audit trail up to date, and ensure the devices have the latest feature fixes.

Maintaining a Latch Building

Managing-4.jpg 

Maintaining your property is easy with Latch Manager. No matter where you are, you can remotely give access to trusted services and vendors such as handymen, view a history of who accessed your property and when, keep an eye on the battery life of Latch devices, and more, all from your web browser. 

Use Latch Manager for the following maintenance activities:

Creating and Deleting Portfolio Managers and Property Managers

What is a Portfolio Manager?

A Portfolio Manager may create and delete Property Managers, and they may create and delete other Portfolio Managers. A Portfolio Manager may also create, edit, delete, give, and revoke access. A Portfolio Manager can see all of the properties and all of the Portfolio Managers and Property Managers within a given portfolio.

What is a Property Manager?

A Property Manager may have access management permissions such as the ability to create, edit, and delete access, in addition to making, giving, and revoking access, but unlike Portfolio Managers they cannot create and delete other managers. A Property Manager can see all of the properties for which they are a Property Manager in any given portfolio.

How to Create A Manager

To create a Portfolio Manager or Property Manager from directly within Latch Manager, navigate to the top right-hand side of the home page and select the ‘Manage Portfolio’ menu.  

From the ‘Manage Portfolio’ menu, you may select either the ‘Portfolio Managers’ or ‘Property Managers’ list. From there, select ‘Create New’ to create a contact card for your new Portfolio Manager or Property Manager.  Simply enter the person's First Name, Last Name, and Email Address, and select ‘Create’.

How to Delete A Manager

To delete a Manager from a portfolio, select the contact card you want to delete and scroll to the bottom. Select ‘Delete’. 

Some things to keep in mind about Portfolio and Property Manager contact cards at this time:

  • Portfolio Managers cannot edit contact card profile information, such as First Name, Last Name, and Email Address, at this time. If you try to delete the contact card and re-create a new contact card using the same email address, then the old First Name and Last Name will still persist. If you would like to edit contact card profile information, you will need to contact Latch Customer Support to do so.
  • Portfolio Managers can delete themselves from a portfolio so long as they are not the last remaining Portfolio Manager.
  • The last remaining Portfolio Manager cannot be deleted. This is to ensure Latch always has at least one point of contact for a portfolio.

 

Device Management

Here you can install and uninstall devices as needed, upgrade software, select battery life and door update properties for each manager.

On a Manager’s contact card, you will see a section for ‘Device Management’. From there, you can select ‘Add Property’ to add a property to their device management permissions.

When viewing this property, you will see at a glance the number of total devices within a property that you are giving the Manager permissions to.

Permissions to upgrade software, view battery life and perform door updates are included automatically when you add the manager to the property. The option to install and uninstall devices is the only permissions that can be manually toggled ON or OFF.

Remember that to uninstall a device, a Manager must be given key access for that device.

If a Latch device loses power

Latch M and Latch C

Property power outages

Latch M, Latch C, and Latch C2 are all battery powered and will work as normal in the event of a property-wide power outage. Learn more about battery power.

If your M Series (Generation 2) is wired and there is an outage, the device will switch to battery power automatically. When power comes back on, it will switch back to wired power.

 

Loss of power

If the Latch M, Latch C, or Latch C2 lose power, during battery replacement for example, it is important that they are immediately updated. Failing to update the device after power loss may cause disruption to guest access. If the Latch C2 loses power and cannot be unlocked as a result, refer to instructions for how to jumpstart with a Qi-compatible charger.

 

Latch R

Property power outages and loss of power

Latch R requires a constant power connection in order to work. In the event of power loss, due to a property-wide outage for example, it is important that it is immediately updated once power resumes. Failing to update the device after power loss may cause disruption to guest access and Schedules.

 

Fail-safe and fail-secure

It is important that the R is correctly wired and programmed in order to fail-safe (stay unlocked) or fail-secure (stay locked) in the event of power loss. Please consult your property installer for guidance.

Switch Latch Manager ownership

Managing-2.jpg 

If you are new to managing your building(s), check your email to see if you have received an invite to create your Latch ID and permissions for Latch Manager as either a Portfolio Manager or Property Manager. The current Property Manager overseeing your property’s Latch Manager can refer to set up other property staff as Portfolio Managers/Property Managers for more information. Once you have access to Latch Manager, you can add two-factor authentication to your sign in for additional account security.

What internet browsers are compatible with Latch Manager?

The Latch Manager runs on all modern desktop, tablet, and mobile browsers. We commit to support the latest version. The most common web browsers Chrome, Firefox, Safari and IE Edge will automatically update themselves so that you're always running the most current version. We also support IE11.

Password Set & Reset Procedure

Latch App:

Resetting Password (If you are unable to log in) :

  1. Open the Latch App
  2. At the bottom of the Log In screen, select ‘I Forgot My Password’
  3. Enter the email registered with your Latch Account
  4. This will send a message including a temporary password to your Latch registered email
  5. Return to the Latch App
  6. Copy or enter this password into the password field (Note: the password is case sensitive)
  7. If unable to log in, please repeat this process
  8. Once logged in, you can change your password provided by Latch by following the Set Password procedure under ‘My Profile’ and selecting ‘Edit’


Setting a New Password

  1. Open the Latch App
  2. Select the ‘Settings’ Menu in the upper left
  3. Select ‘My Profile’
  4. In the password field under ‘My Account’, select ‘Edit’
  5. Enter your current password (if you’ve recently reset your password, this will be the temporary password provided by Latch)
  6. Enter your new password.  (Please ensure your password is at least 8 characters long, but no more than 1024 characters)
  7. Select ‘Done’
  8. You should then receive a confirmation message to your Latch registered email that your password has been reset


If you run into issues while resetting your password, or while attempting to log in, please reach out to our Support Team at support@latch.com


Latch Manager App / Latch Manager Web Tool:


Resetting and setting your password for both the Manager App and the Latch Manager Web tool follow the same process. If resetting or changing your password for either the Manager App, or the Latch Manager Web Tool, please follow the directions below.


Resetting Password (If you are unable to log in) :

  1. Open the Latch Manager Web Tool
  2. At the bottom of the Log In screen, select ‘Forgot Your Password?’
  3. Enter the email registered with your Latch Manager Account
  4. This will send a message including a password reset link to your Latch registered email
  5. Open Email
  6. Click the ‘Reset Password’ Link
  7. Enter your new password . (Please ensure your password is at least 8 characters long, but no more than 1024 characters )
  8. Select ‘Continue’
  9. You should then receive a success prompt
  10. Select ‘Great’
  11. You’ll then be redirected back to the Latch Manager Web Tool, where you should now be able to log in using your newly created password. You should now also be able to log in to the Latch Manager App using this same password

 Setting a new Password

  1. Log in to the Latch Manager Web Tool
  2. Select your name in the upper right
  3. Select ‘My Account’
  4. Select ‘Change Password’ under the ‘Password’ section
  5. Enter your current password
  6. Enter your new password
  7. Select ‘Change Password’
  8. You should then receive a confirmation message to your Latch Manager registered email that your password has been reset
  9. You should now be able to log in to both the Latch Manager Web Tool and the Latch Manager App using the new password

If you run into issues while resetting your password, or while attempting to log in, please reach out to our Support Team at support@latch.com



Turning on Two-Factor Authentication for Latch Manager

Two-factor authentication ensures that you're the only person who can access your Latch Manager account, even if someone knows your email and password. If you're a Portfolio Manager, you can also enforce two-factor authentication for all Portfolio and Property Managers of your portfolio to ensure everyone is protected.

Two-factor authentication applies only to Latch Manager. A Property Manager with two-factor authentication turned on in Latch Manager will not be required to provide a two-factor authentication code when logging into the Latch App.

Turning on Two-Factor Authentication for yourself

  1. Navigate to your name in the top right corner of Latch Manager
  2. Tap 'My Account'
  3. Tap 'Set Up' under 'Two-Factor Authentication'
  4. Enter the phone number to which you'd like us to send your authentication codes
  5. Enter the authentication code sent to your phone number

 

Turning on Two-Factor Authentication for your Portfolio

  1. First set up Two-Factor Authentication for yourself
  2. Navigate to 'My Account'
  3. Tap 'Security Settings' under 'Two-Factor Authentication'
  4. Turn on Two Factor Authentication for your Portfolio at the bottom of the page

Turning off Two-Factor Authentication

Turning off Two-Factor Authentication for yourself

  1. You will not be able to turn off Two-Factor Authentication for yourself if it has been enforced by your Portfolio Manager. 
  2. If Two-Factor Authentication is not enforced by your Portfolio Manager, navigate to your name in the top right corner of Latch Manager
  3. Tap 'My Account'
  4. Tap 'Security Settings' under 'Two-Factor Authentication'
  5. Tap 'Turn Off' 

 

Turning off Two-Factor Authentication for your Portfolio

  1. Navigate to your name in the top right corner of Latch Manager
  2. Tap 'My Account'
  3. Tap 'Security Settings' under 'Two-Factor Authentication'
  4. Tap 'Turn Off' at the bottom of the page

Troubleshooting Two-Factor Authentication

 

I cannot receive the authentication code

If you've turned on Two-Factor Authentication for yourself, or your Portfolio Manager has enforced it for all Portfolio and Property Managers in your Portfolio, you will need to enter an authentication code sent to your phone, every time you attempt to login to Latch Manager. If you have lost your phone, or your phone number has changed before you could change it in Latch Manager, contact us at support@latch.com for guidance on getting into your account.

 

I want to change the phone number used for Two-Factor Authentication

  1. Navigate to your name in the top right corner of Latch Manager
  2. Tap 'My Account'
  3. Tap 'Security Settings' under Two-Factor Authentication
  4. Tap 'Change phone number'
  5. Enter the authentication code sent to your existing phone number
  6. Enter your new phone number
  7. Enter the authentication code sent to your new phone number