Invite teammates once your core workflow is in place so everyone follows the same structure. Assign owners for leads, define who triages the inbox, and keep responsibilities clear so follow ups do not slip.

Small teams usually work best with one person responsible for inbox triage and routing. Larger teams can split by segment, region, or pipeline stage, as long as every contact has a clear owner.

Roles and access

Use roles to keep things tidy. Give admins access to billing and configuration, and give members access to contacts, inbox, and calendar based on what they need to do their work.

When someone joins, have them claim ownership of a few contacts and respond to a couple of threads. That early momentum helps the team adopt Svelto quickly.