Teams in LatchLoop: Collaboration & Management Guide

Teams make it easy to collaborate with others on projects, assign tasks, and manage billing—all in one place. This article explains how Teams work, how to add/manage members, set up team billing, assign tasks, and control project access.

What Are Teams?

A Team in LatchLoop is a group of users who can collaborate on projects together. Teams unlock shared access to projects, centralized billing, and advanced collaboration features like task assignment.

Personal Projects: By default, projects are private to you.
Team Projects: When a project is shared with your team, all team members can access and collaborate on it.

Getting Started with Teams

1. Upgrade to the Teams Plan

To create or join a team, you’ll need to be on the Teams subscription plan.

Go to Billing in your account menu.
Choose the Team Plan and complete checkout.
(If you’re invited to a team, you don’t need your own subscription; your team owner manages billing.)

2. Creating a Team

Once you’re on the Teams plan:

Go to Settings > Team Management.
Click Create Team.
Name your team (e.g., “Acme Dev Team”).
You’ll automatically become the team’s owner.

3. Inviting Team Members

As a team owner or admin, you can invite others:

In Team Management, click Invite Team Member.
Enter the invitee’s Full Name and Email Address.
Click Invite.

Inviting team members screenshot

What happens next?

The invitee receives an email with a link to join your team.
If they don’t have a LatchLoop account, one is created for them.
They’ll appear in your team list as soon as they accept.

4. Managing Team Members

Roles: Each member has a role (Owner, Contributor, etc.). Owners can manage the team and billing.
Remove Members: Click the trash icon next to a member to remove them.
Edit Team Name: Owners/admins can rename the team.

5. Team Subscription & Billing

Centralized Billing: Only the team owner manages the subscription and billing for the whole team.
Plan Management: Change or cancel your team’s plan anytime from the Billing page.
Access: All team members get access to team features as long as the subscription is active.

Working with Projects & Teams

When you create a new project, it’s private by default.
To share it with your team:
- Open the project’s settings.
- Click Share with [Your Team Name].
- Now, all team members can access and collaborate on the project.

2. Converting a Team Project Back to Personal

In the project’s team settings, click Convert to Personal.
The project will become private to you, and team members lose access.

Assigning Tasks to Team Members

On any team project, you can assign tasks to yourself or any team member.
Click the Assign button on a task.
Select one or more teammates from the list.
Only members of the project’s team can be assigned.

Tip: If you want to assign a task to someone not yet on your team, invite them first!

Team Member Access & Permissions

Project Access: Team members can view and collaborate on all projects shared with the team.
Profile Visibility: Team members can see each other’s names, emails, and avatars for better collaboration.
Roles: Owners and admins manage the team, invite/remove members, and handle billing. Contributors can collaborate on projects and tasks.

Frequently Asked Questions

Q: Can I be on more than one team?
A: Currently, each user can belong to one team at a time.

Q: What happens if my team subscription is canceled?
A: Team features are disabled at the end of your billing period. Projects remain, but only the owner retains access.

Q: Can I invite someone who doesn’t have a LatchLoop account?
A: Yes! They’ll receive an invite email and can join your team by creating an account.

Q: How do I assign a task to a team member?
A: Open the task, click Assign, and choose a teammate from the list.

Need Help?

If you have questions or need assistance with Teams, reach out to [email protected] or use the in-app chat.

Teams