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

If you are a manager, whether it's adding or removing a resident or editing the doors they have access to, managing access for your building is simple, fast, and secure with Door. To grant, revoke, or edit access, you'll need Key Management permissions. If you don't have the necessary permissions, contact a Portfolio Manager and request they add Key Management permissions to your account. 

Inviting someone and granting access 

Follow the steps below to add someone to your property:

  1. Log into your account in the Door Website
  2. Select the relevant property.
  3. Select 'People.'
  4. Select 'Invite.'
  5. Decide whether you want to give them the Door App or a daily doorcode.
  6. Fill out their contact details.
  7. Add the Keys they need. Learn more about making Keys.
  8. Select whether this user is a Resident, and whether they should have the ability to share the key (see this article on Restricting features: May Share Key and Doorcodes for additional details).
  9. Select a start time (if you select a future start date, the person will still receive their welcome email today so they can get acquainted with the Door App).
  10. We recommend you select an expiration date for the person's access. This ensures that their access is automatically removed on the correct day, such as when their lease expires.
  11. At this point, the recipient will receive a welcome email with their app login details.
  12. Review the door update tasks on the day that the access starts (a door update is needed on any non-internet-connected door before the access will be added to the device. This will occur the first time a user performs an unlock using the Door App.).
  13. Once the devices have been updated, the person will be able to access the doors by using their smartphone, doorcode, or Keycard (Note: You need to independently set up a Keycard before using it). 

Editing someone's access

  1. Navigate to 'People.'
  2. Add, edit the expiration, or delete their Keys.
  3. Update the relevant doors (a door update is needed on any non-internet-connected door before the access will be removed from the device).
  4. Once the devices have been updated, the changes will become active (see below).

Revoking someone's access

  1. Navigate to 'People.'
  2. Select the person whose access you want to revoke.
  3. Select ‘Keys’ tab under their name.
  4. Click “Revoke All Keys” at the bottom.
  5. Confirm that you want to revoke their access. Note that this will also revoke any guest access this user has granted.
  6. Update the relevant doors (a door update is needed on any non-internet-connected door before the access will be removed from the device).
  7. Once the devices have been updated, the person and their guests will no longer be able to access the doors.

NOTE: Even after revoking a person’s access, you will still be able to see them in the ‘People’ page if you have “Show Expired Users” selected. You can always grant access again at a later time.

Deleting a user

  1. Navigate to 'People.'
  2. Select the person you would like to remove.
  3. Select 'Delete Person.'
  4. Confirm that you would like to delete the person. (Note: This will also remove access for their permanent guests).
  5. Update the relevant doors (a door update is needed on any non-internet-connected door before the access will be removed from the device).
  6. Once the devices have been updated, the person and their guests will no longer be able to access the doors.

 

NOTE: After deleting a person, you will no longer be able to see them in the ‘People’ page. If you'd like to re-grant access, you'll need to send a new invitation. Their past activity will still be accessible via the Activity tab.

Please remember that to apply these changes, you must update all affected doors that are not connected to the internet. To update a door, simply select the door name while being within Bluetooth range of the Latch device, and then choose the "Update" option.

Inviting or Editing people via CSV File

With the 'Import' feature, you can upload people all at once from a CSV file, just follow these steps:

  1. Log into the Door Website
  2. Navigate to 'People' and select 'Invite'
  3. Select 'Door App.'
  4. Select 'Import CSV.'
  5. Select 'Import.'
  6. Download the CSV template to ensure your data is in the right format.
  7. Choose your CSV file or drag a file into the browser window.
  8. Select 'Import CSV.'
  9. Review your data, if there are any issues, you can make the changes to your original CSV file and re-upload.
  10. Select 'Add Contacts.'
  11. Add the Keys you want them to have.
  12. Optional: add a start time and expiration for your imported people.
  13. Review and Send.
  14. Once complete, all the people you added will receive the Door welcome email with details on using the Door app and Latch devices.

Notes on CSV Uploads:

  • Your data must be in CSV file format.
  • Email addresses are treated as the primary identifier people in the Door system. If you're adding someone with an email address that already has Door account associated with it, doors will be added to the existing account.
  • If for some reason there are problems completing the import process, the same CSV file may be uploaded again and the system will only import data that hasn’t already been processed.

Setting the correct Resident Status

In order to ensure residents’ privacy at their apartment doors, Door allows property managers to assign resident status to a key holder when adding a key to their account. For any key that a user is not a resident, the Door system will designate them as a non-resident. We also note that regardless of resident status, activity by accounts with property management permissions will be visible at all residence doors.

If a user is designated non-resident for a key, their logs on private doors contained within that key will be visible in Mission Control. This designation has no impact on public/communal doors which default to making logs visible. To comply with Door's Terms of Service and Privacy Policy, and any applicable laws and regulations, please ensure that all of your residents are assigned accordingly for their residence/private doors.

Editing a User Type

Managers have the ability to change a user's Resident status by going to their profile in the 'People' tab and selecting they key they want to edit. It is important for Managers to always set their residents' roles for private doors to 'resident' to protect their privacy.

Reviewing Resident Status

To help your team easily review current resident or non-resident designations, and correct any as needed, we have added the resident status to our Reporting and Auditing Platform

You can find reports for your property by navigating the section ‘Reports’. We recommend exporting the 'Assigned Access' report so that you can quickly review resident statuses for accuracy.

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