Role Allocation.
Clarify who does what inside each team by linking the right people to the right roles. Administrator users manage role allocation through the Operating Model Builder, creating a practical operating model that supports accountability, governance and meaningful job descriptions across the organisation.
Open the Operating Model Builder from the PDCA dashboard.
Start from the dashboard area that displays your teams. From there, access the Operating Model Builder to review the team structure and define which roles each person holds.
Launch the role-allocation workflow.
The first image shows the exact place where the feature is accessed. Open the relevant team from the dashboard and use the Operating Model Builder option to begin configuring the team structure.
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1Open the dashboard team view Locate the team you want to configure from the dashboard area.
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2Open the team action pop-up Use the team information area to reveal the available team actions.
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3Select Operating Model Builder This opens the workspace used to assign contacts and map them to roles.
It is especially useful when creating a new team, onboarding staff, or clarifying who holds which responsibilities inside the team.
Add contacts, assign roles, and save the team structure.
The Operating Model Builder uses a simple left-to-right logic: contacts on the left, the team structure in the middle, and available roles on the right.
Complete the team operating model in one workspace.
The second image brings together the remaining steps. Add or search for contacts on the left, place them into the team in the center, then assign the correct role from the right-hand role list. Once complete, save the changes.
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2Add team members from the company directory Search the left panel and drag contacts into the team structure. If the person does not yet exist, use Create New Contact.
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3Assign roles from the company role list Search the right panel and drag the correct role to each team member. If needed, use Create New Role.
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4Save your changes Use the Save button in the top-right of the screen to confirm the updated team structure.
A well-maintained operating model improves reporting clarity, governance, accountability, and makes later administration work much easier.
Why good role allocation strengthens your operating model.
Allocating roles clearly helps teams understand responsibilities and gives managers a stronger governance structure across projects, tasks, job descriptions and reporting.
Clear team structure
Everyone can be connected to the right team with the right role, reducing ambiguity and helping others understand who does what.
Better governance
A clean operating model supports clearer ownership, stronger role visibility, and more intuitive organisational management.
Easier maintenance
By creating missing contacts and roles on the fly, administrators can keep the organisation structure up to date without breaking their workflow.
Roles allocated. Your team operating model is taking shape.
With people connected to the roles they perform, the team has a clearer operating model and stronger accountability structure. Continue to Managing Contacts to keep the underlying people and contact information accurate and useful.