Roles help keep your workspace secure and organized. Admins manage settings and billing, while members focus on contacts, inbox, calendar, and tasks.

Start with the smallest number of admins you need. Clear ownership and assignments handle most daily workflow without giving everyone access to sensitive settings.

Best practices for access

Use ownership to define responsibility for contacts and conversations. This improves accountability and makes it easy to see who should take the next step.

curl -X PATCH "https://api.svelto.com/v1/team/users/USER_ID" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"role":"admin"}'

curl -X PATCH "https://api.svelto.com/v1/team/users/USER_ID" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"role":"admin"}'

curl -X PATCH "https://api.svelto.com/v1/team/users/USER_ID" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"role":"admin"}'

When someone joins or changes roles, update permissions right away. This keeps access aligned with responsibilities and reduces risk as the team grows.